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Name Holding Trade Value Shares
Change
Change in
Stake
FC
2926
Farringdon Capital
United Kingdom
$394K -$1.77M -3,160 -82%
KFA
2927
Kapstone Financial Advisors
Ohio
$393K +$3.35K +6 +0.9%
BFS
2928
Burr Financial Services
California
$393K – – –
AWA
2929
Amplius Wealth Advisors
Pennsylvania
$392K -$69.3K -124 -15%
GSWM
2930
Golden State Wealth Management
California
$391K -$22.4K -40 -6%
CB
2931
CNB Bank
Pennsylvania
$389K -$38K -68 -9%
CAS
2932
Coppell Advisory Solutions
Texas
$389K +$94.5K +169 +34%
WC
2933
Woodstock Corp
Massachusetts
$388K +$1.68K +3 +0.4%
TAM
2934
Townsend Asset Management
North Carolina
$388K +$5.59K +10 +1%
CWM
2935
CCG Wealth Management
California
$388K +$125K +224 +49%
CWL
2936
Causey Wealth LLC
Colorado
$388K +$143K +256 +61%
GHAM
2937
Gilman Hill Asset Management
Connecticut
$387K +$42.5K +76 +13%
CRWM
2938
Castle Rock Wealth Management
California
$387K +$10.6K +19 +3%
FTA
2939
Financial & Tax Architects
Missouri
$386K +$28K +50 +8%
MAG
2940
Mayfair Advisory Group
Alabama
$385K -$23.5K -42 -6%
FAT
2941
First American Trust
California
$383K – – –
KWM
2942
Kaydan Wealth Management
Michigan
$383K -$2.24K -4 -0.6%
TPWA
2943
Twin Peaks Wealth Advisors
California
$383K +$17.3K +31 +5%
LGW
2944
Leslie Global Wealth
Illinois
$382K -$3.91K -7 -1%
PAG
2945
Powers Advisory Group
Illinois
$381K – – –
PFW
2946
Petros Family Wealth
Minnesota
$380K +$1.68K +3 +0.5%
LRIC
2947
Long Road Investment Counsel
Michigan
$380K – – –
ACC
2948
Acorn Creek Capital
Colorado
$379K – – –
SPI
2949
Sutton Place Investors
New York
$379K +$10.1K +18 +3%
OWG
2950
Oxford Wealth Group
Florida
$379K +$371K +663 New