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Name Holding Trade Value Shares
Change
Change in
Stake
WQ
1926
Wealth Quarterback
New Jersey
$603K -$29.8K -610 -5%
UWM
1927
Urban Wealth Management
California
$603K +$592K +12,113 New
IWA
1928
IVC Wealth Advisors
Pennsylvania
$601K +$590K +12,073 New
ACA
1929
Aptus Capital Advisors
Alabama
$597K -$411K -8,406 -41%
TW
1930
TrinityPoint Wealth
Connecticut
$596K -$398K -8,153 -43%
CA
1931
Claro Advisors
Massachusetts
$596K -$128K -2,623 -18%
AIFAIM
1932
American Institute for Advanced Investment Management
Arizona
$596K -$10.9K -223 -2%
OWA
1933
Octavia Wealth Advisors
Ohio
$596K +$585K +11,970 New
ORI
1934
Oak Ridge Investments
Illinois
$594K
FPCP
1935
Fort Point Capital Partners
California
$593K -$1.04M -21,369 -64%
SAM
1936
Security Asset Management
New York
$593K +$359K +7,344 +161%
B
1937
Bellecapital
Switzerland
$591K +$1.03K +21 +0.2%
CAM
1938
CenterStar Asset Management
Illinois
$589K
CWM
1939
Connecticut Wealth Management
Connecticut
$588K -$27.3K -559 -5%
CWA
1940
Clarity Wealth Advisors
California
$588K -$4.88K -100 -0.8%
GFPC
1941
Global Financial Private Client
Florida
$586K -$2.83K -58 -0.5%
AA
1942
Argent Advisors
Louisiana
$586K +$49.4K +1,011 +9%
FIM
1943
Fruth Investment Management
Texas
$584K
PL
1944
Plancorp LLC
Missouri
$582K +$45.3K +928 +9%
GDP
1945
Great Diamond Partners
Maine
$580K -$278K -5,700 -33%
LCM
1946
LCM Capital Management
Illinois
$580K +$566K +11,588 New
RPWA
1947
Regent Peak Wealth Advisors
Georgia
$578K +$13.4K +274 +2%
AWA
1948
Aaron Wealth Advisors
Illinois
$576K +$565K +11,567 New
CCM
1949
CWH Capital Management
Washington
$575K +$564K +11,540 New
HCMT
1950
Highland Capital Management (Tennessee)
Tennessee
$574K -$4.64M -95,038 -89%