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Name Holding Trade Value Shares
Change
Change in
Stake
W
1751
Wealthquest
Ohio
$510K +$335K +1,690 New
HPM
1752
Hoxton Planning & Management
West Virginia
$507K -$5.96K -30 -2%
WE
1753
Wealth Effects
Massachusetts
$507K
CFA
1754
Collaborative Fund Advisors
Nevada
$504K -$1.07M -5,410 -76%
MPPHD
1755
Maloon Powers Pitre Higgins & Dennehy
California
$504K +$332K +1,670 New
SL
1756
Summitry LLC
California
$502K +$44.5K +224 +16%
FWA
1757
Flagship Wealth Advisors
Massachusetts
$501K
SCP
1758
Sivia Capital Partners
California
$501K
Members Trust
1759
Members Trust
Florida
$501K -$19.9K -100 -6%
RB
1760
Renasant Bank
Mississippi
$499K +$993 +5 +0.3%
BFG
1761
Birch Financial Group
New Hampshire
$498K -$15.9K -80 -5%
TCM
1762
Traynor Capital Management
Pennsylvania
$497K +$327K +1,648 New
FCAS
1763
First Command Advisory Services
Texas
$496K +$310K +1,564 +1,955%
SMA
1764
Seven Mile Advisory
New Jersey
$496K -$35.1K -177 -10%
NC
1765
NewSquare Capital
Pennsylvania
$494K +$325K +1,636 New
CCAL
1766
City Center Advisors LLC
Michigan
$492K
WIM
1767
Warwick Investment Management
Texas
$492K +$23.8K +120 +8%
OWCM
1768
One Wealth Capital Management
Arizona
$489K +$322K +1,622 New
GPWM
1769
Grant Private Wealth Management
California
$489K +$322K +1,620 New
TWM
1770
TopTier Wealth Management
Wisconsin
$486K +$397 +2 +0.1%
CSIC
1771
Clifford Swan Investment Counsel
California
$486K -$3.97K -20 -1%
PA
1772
Planning Alternatives
Michigan
$485K +$23.6K +119 +8%
MSR
1773
Main Street Research
Connecticut
$484K -$33K -166 -9%
CAS
1774
Coppell Advisory Solutions
Texas
$483K +$520K +2,621 New
CCC
1775
Compass Capital Corp
Massachusetts
$480K -$39.5K -199 -8%