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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
2476
Clearwater Capital Advisors
Illinois
$200K
WPA
2477
West Paces Advisors
Georgia
$195K +$43.3K +799 +28%
T
2478
TOBAM
France
$191K +$40.4K +746 +26%
HFS
2479
HBC Financial Services
Washington
$186K -$32.4K -597 -15%
FWM
2480
Filbrandt Wealth Management
Wisconsin
$185K +$10.8K +200 +6%
WOSD
2481
WFA of San Diego
California
$183K -$23.8K -439 -11%
LFG
2482
Larson Financial Group
Missouri
$183K -$14.8K -273 -7%
MSFP
2483
Mark Sheptoff Financial Planning
Connecticut
$183K -$5.42K -100 -3%
VLKIM
2484
Van Lanschot Kempen Investment Management
Netherlands
$178K -$1.19M -21,927 -87%
AFG
2485
Albion Financial Group
Utah
$178K +$6.18K +114 +4%
Q
2486
QVR
California
$177K +$50.3K +927 +39%
WLPWM
2487
Walled Lake Planning & Wealth Management
Illinois
$175K +$27.5K +507 +18%
BIA
2488
Bell Investment Advisors
California
$175K +$178K +3,284 New
JMF
2489
Johnson Midwest Financial
Iowa
$168K +$488 +9 +0.3%
TF
2490
TimeScale Financial
Massachusetts
$166K -$168K -3,092 -50%
Cohen & Steers
2491
Cohen & Steers
New York
$165K
PWMG
2492
Prestige Wealth Management Group
New Jersey
$164K +$9.11K +168 +6%
SIS
2493
Sound Income Strategies
Florida
$163K +$54 +1 +0%
CPC
2494
Consolidated Planning Corp
Georgia
$162K +$165K +3,047 New
MS
2495
Mizuho Securities
Japan
$158K +$27K +498 +20%
CWM
2496
Cedar Wealth Management
California
$155K +$42.2K +779 +37%
CWM
2497
Cranbrook Wealth Management
Michigan
$152K +$5.2K +96 +3%
CA
2498
Centerpoint Advisors
Massachusetts
$149K -$19.9K -367 -12%
TLFA
2499
True Link Financial Advisors
California
$148K +$43.4K +800 +41%
ACM
2500
AUA Capital Management
Pennsylvania
$145K -$40.7K -750 -22%