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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
2926
Golden State Wealth Management
California
$391K -$22.4K -40 -6%
CB
2927
CNB Bank
Pennsylvania
$389K -$38K -68 -9%
CAS
2928
Coppell Advisory Solutions
Texas
$389K +$94.5K +169 +34%
WC
2929
Woodstock Corp
Massachusetts
$388K +$1.68K +3 +0.4%
TAM
2930
Townsend Asset Management
North Carolina
$388K +$5.59K +10 +1%
CWM
2931
CCG Wealth Management
California
$388K +$125K +224 +49%
CWL
2932
Causey Wealth LLC
Colorado
$388K +$143K +256 +61%
GHAM
2933
Gilman Hill Asset Management
Connecticut
$387K +$42.5K +76 +13%
CRWM
2934
Castle Rock Wealth Management
California
$387K +$10.6K +19 +3%
FTA
2935
Financial & Tax Architects
Missouri
$386K +$28K +50 +8%
MAG
2936
Mayfair Advisory Group
Alabama
$385K -$23.5K -42 -6%
FAT
2937
First American Trust
California
$383K
KWM
2938
Kaydan Wealth Management
Michigan
$383K -$2.24K -4 -0.6%
TPWA
2939
Twin Peaks Wealth Advisors
California
$383K +$17.3K +31 +5%
LGW
2940
Leslie Global Wealth
Illinois
$382K -$3.91K -7 -1%
PAG
2941
Powers Advisory Group
Illinois
$381K
PFW
2942
Petros Family Wealth
Minnesota
$380K +$1.68K +3 +0.5%
LRIC
2943
Long Road Investment Counsel
Michigan
$380K
ACC
2944
Acorn Creek Capital
Colorado
$379K
SPI
2945
Sutton Place Investors
New York
$379K +$10.1K +18 +3%
OWG
2946
Oxford Wealth Group
Florida
$379K +$371K +663 New
WOSD
2947
WFA of San Diego
California
$378K
WWMSC
2948
Wagner Wealth Management (South Carolina)
South Carolina
$378K +$21.8K +39 +6%
OAM
2949
Oberweis Asset Management
Illinois
$378K -$5.03K -9 -1%
KBFS
2950
Kohmann Bosshard Financial Services
Ohio
$377K