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Name Holding Trade Value Shares
Change
Change in
Stake
HNW
2476
High Note Wealth
Minnesota
$200K -$271 -5 -0.1%
CCA
2477
Clearwater Capital Advisors
Illinois
$200K – – –
WPA
2478
West Paces Advisors
Georgia
$195K +$43.3K +799 +28%
T
2479
TOBAM
France
$191K +$40.4K +746 +26%
HFS
2480
HBC Financial Services
Washington
$186K -$32.4K -597 -15%
FWM
2481
Filbrandt Wealth Management
Wisconsin
$185K +$10.8K +200 +6%
WOSD
2482
WFA of San Diego
California
$183K -$23.8K -439 -11%
LFG
2483
Larson Financial Group
Missouri
$183K -$14.8K -273 -7%
MSFP
2484
Mark Sheptoff Financial Planning
Connecticut
$183K -$5.42K -100 -3%
VLKIM
2485
Van Lanschot Kempen Investment Management
Netherlands
$178K -$1.19M -21,927 -87%
AFG
2486
Albion Financial Group
Utah
$178K +$6.18K +114 +4%
Q
2487
QVR
California
$177K +$50.3K +927 +39%
WLPWM
2488
Walled Lake Planning & Wealth Management
Illinois
$175K +$27.5K +507 +18%
BIA
2489
Bell Investment Advisors
California
$175K +$178K +3,284 New
JMF
2490
Johnson Midwest Financial
Iowa
$168K +$488 +9 +0.3%
TF
2491
TimeScale Financial
Massachusetts
$166K -$168K -3,092 -50%
Cohen & Steers
2492
Cohen & Steers
New York
$165K – – –
PWMG
2493
Prestige Wealth Management Group
New Jersey
$164K +$9.11K +168 +6%
SIS
2494
Sound Income Strategies
Florida
$163K +$54 +1 +0%
CPC
2495
Consolidated Planning Corp
Georgia
$162K +$165K +3,047 New
MS
2496
Mizuho Securities
Japan
$158K +$27K +498 +20%
CWM
2497
Cedar Wealth Management
California
$155K +$42.2K +779 +37%
CWM
2498
Cranbrook Wealth Management
Michigan
$152K +$5.2K +96 +3%
CA
2499
Centerpoint Advisors
Massachusetts
$149K -$19.9K -367 -12%
TLFA
2500
True Link Financial Advisors
California
$148K +$43.4K +800 +41%