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Name Holding Trade Value Shares
Change
Change in
Stake
HPG
2926
Harvest Portfolios Group
Ontario, Canada
$328K -$27.9K -56 -8%
AWM
2927
Accel Wealth Management
Iowa
$328K +$21.9K +44 +7%
OWA
2928
Octavia Wealth Advisors
Ohio
$328K +$17.9K +36 +6%
PJWM
2929
Philip James Wealth Mangement
Georgia
$328K -$118K -236 -27%
SIC
2930
Sage Investment Counsel
Tennessee
$326K – – –
FSA
2931
Franklin Street Advisors
North Carolina
$326K – – –
MSFP
2932
Mark Sheptoff Financial Planning
Connecticut
$326K – – –
MO
2933
McMillan Office
Michigan
$326K – – –
T
2934
Tidemark
California
$326K +$62.3K +125 +25%
WIC
2935
WealthBridge Investment Counsel
Alberta, Canada
$325K – – –
HCWM
2936
Hidden Cove Wealth Management
Washington
$325K +$32.4K +65 +11%
GWM
2937
Greenline Wealth Management
Florida
$324K +$27.9K +56 +10%
CFO
2938
Custos Family Office
Texas
$324K +$6.98K +14 +2%
CSC
2939
Caldwell Sutter Capital
California
$324K – – –
CWM
2940
Chicago Wealth Management
Illinois
$323K – – –
WHCI
2941
W.H. Cornerstone Investments
Massachusetts
$323K – – –
PA
2942
Planning Alternatives
Michigan
$322K -$305K -611 -49%
QP
2943
Quartz Partners
New York
$322K +$16K +32 +5%
AWP
2944
Atlas Wealth Partners
Pennsylvania
$322K – – –
SWM
2945
Steinberganna Wealth Management
New York
$321K +$499 +1 +0.2%
GWMIA
2946
Global Wealth Management Investment Advisory
Florida
$320K -$82.8K -166 -21%
TFA
2947
Tranquilli Financial Advisor
New Jersey
$320K +$32.4K +65 +12%
TWM
2948
Topsail Wealth Management
North Carolina
$319K -$2.99K -6 -1%
PCM
2949
Polymer Capital Management
New York
$319K +$310K +622 New
TPF
2950
Tribridge Partners Financial
Maryland
$319K – – –