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Name Holding Trade Value Shares
Change
Change in
Stake
NLP
2401
Next Level Private
New York
$308K +$324K +5,200 New
HFG
2402
Heron Financial Group
New York
$308K +$9.46K +152 +3%
FCFC
2403
First Commonwealth Financial Corp
Pennsylvania
$307K
LAS
2404
LWM Advisory Services
Florida
$307K -$38.6K -620 -11%
NCM
2405
Noesis Capital Mangement
Florida
$307K +$12.6K +203 +4%
FA
2406
Fiduciary Alliance
South Carolina
$306K +$35.6K +572 +13%
AWA
2407
Acorn Wealth Advisors
Michigan
$305K +$6.16K +99 +2%
TA
2408
TruWealth Advisors
Louisiana
$305K +$25.6K +411 +9%
CBFP
2409
Cedar Brook Financial Partners
Ohio
$305K -$11.8K -190 -4%
FL
2410
Fort LP
Maryland
$304K -$7.65K -123 -2%
IIC
2411
Integrated Investment Consultants
Michigan
$303K +$313K +5,038 New
TFF
2412
The Family Firm
Maryland
$303K +$1.93K +31 +0.6%
FGA
2413
Fortis Group Advisors
New Jersey
$303K -$1.93K -31 -0.6%
EW
2414
Element Wealth
Mississippi
$303K +$4.67K +75 +2%
BL
2415
BFSG LLC
California
$303K -$11.1K -179 -3%
RWM
2416
RKL Wealth Management
Pennsylvania
$302K -$26.9K -433 -8%
CWM
2417
Concentric Wealth Management
California
$301K
TLFA
2418
True Link Financial Advisors
California
$301K
WCA
2419
Westover Capital Advisors
Delaware
$301K
GPI
2420
General Partner Inc
Pennsylvania
$300K
NCM
2421
NCM Capital Management
New Jersey
$300K +$3.3K +53 +1%
WA
2422
Wealthstream Advisors
New York
$300K +$310K +4,980 New
KWM
2423
Keebeck Wealth Management
Illinois
$299K -$11.4K -184 -4%
ITIM
2424
Indiana Trust & Investment Management
Indiana
$299K -$8.09K -130 -3%
WWM
2425
Windsor Wealth Management
Indiana
$299K +$22.5K +362 +8%