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Name Holding Trade Value Shares
Change
Change in
Stake
M
2601
MATAURO
New York
$514K -$27.9K -53 -5%
CRA
2602
Clear Retirement Advice
California
$514K – – –
RFN
2603
Redwood Financial Network
Ohio
$514K -$4.21K -8 -0.8%
CPA
2604
Capital Planning Advisors
California
$513K -$441K -837 -45%
SIS
2605
Sound Income Strategies
Florida
$512K +$5.27K +10 +1%
GAM
2606
Grandview Asset Management
Pennsylvania
$512K -$4.74K -9 -0.9%
MCC
2607
Malaga Cove Capital
California
$512K +$539K +1,024 New
AF
2608
Apollon Financial
South Carolina
$512K +$115K +218 +27%
CMAI
2609
Capital Management Associates Inc
Minnesota
$511K +$3.16K +6 +0.6%
PWM
2610
Paulson Wealth Management
Illinois
$511K +$7.37K +14 +1%
BSSFA
2611
Baron Silver Stevens Financial Advisors
Florida
$511K -$45.3K -86 -8%
AP
2612
Advisors Preferred
Maryland
$511K +$289K +549 +116%
CPA
2613
Clear Point Advisors
New York
$510K – – –
JMG Financial Group
2614
JMG Financial Group
Illinois
$509K – – –
RA
2615
Rise Advisors
New York
$509K -$60K -114 -10%
WSA
2616
Warm Springs Advisors
California
$509K – – –
Axa
2617
Axa
France
$509K +$537K +1,019 New
DWS
2618
Discipline Wealth Solutions
South Carolina
$508K +$5.27K +10 +1%
IIA
2619
Integral Investment Advisors
California
$508K +$108K +205 +25%
WCFA
2620
Walkner Condon Financial Advisors
Wisconsin
$507K -$14.2K -27 -3%
CAC
2621
Core Alternative Capital
Georgia
$507K +$95.9K +182 +22%
BWP
2622
Barlow Wealth Partners
Kentucky
$506K +$2.11K +4 +0.4%
DW
2623
Durante & Waters
New York
$506K – – –
FA
2624
Fiducient Advisors
Illinois
$506K – – –
BC
2625
BDFS Capital
Delaware
$503K +$21.1K +40 +4%