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Name Holding Trade Value Shares
Change
Change in
Stake
MWP
2451
Meredith Wealth Planning
Illinois
$221K +$209K +636 New
CWM
2452
Cherrydale Wealth Management
New Jersey
$220K +$208K +633 New
WIC
2453
WealthBridge Investment Counsel
Alberta, Canada
$220K +$208K +632 New
FDS
2454
Freedom Day Solutions
Texas
$219K +$208K +631 New
BFS
2455
Bickling Financial Services
Massachusetts
$218K +$207K +628 New
FFA
2456
Fi3 Financial Advisors
Indiana
$218K +$206K +626 New
KWA
2457
KCS Wealth Advisory
California
$217K -$107K -324 -34%
BDFN
2458
Bond & Devick Financial Network
Minnesota
$217K +$206K +625 New
GHAM
2459
Gilman Hill Asset Management
Connecticut
$217K -$384K -1,166 -65%
PD
2460
Planning Directions
Pennsylvania
$216K +$205K +622 New
BWM
2461
BlackDiamond Wealth Management
New York
$216K +$191K +581 New
CHA
2462
Cooper/Haims Advisors
New York
$215K +$203K +617 New
1WM
2463
1900 Wealth Management
Texas
$215K +$203K +618 New
CICI
2464
Capital Investment Counsel Inc
North Carolina
$214K +$202K +614 New
NFG
2465
Nadler Financial Group
Illinois
$214K +$202K +614 New
XF
2466
XML Financial
Maryland
$213K +$202K +614 New
ZIG
2467
Zullo Investment Group
Pennsylvania
$213K +$329 +1 +0.2%
NG
2468
Northstar Group
New York
$213K +$202K +613 New
PWA
2469
Peterson Wealth Advisors
Utah
$213K +$202K +613 New
CWM
2470
Castle Wealth Management
Florida
$213K -$37.2K -113 -16%
H
2471
HoyleCohen
California
$213K +$201K +612 New
KPWG
2472
KFA Private Wealth Group
Virginia
$212K +$201K +611 New
SP
2473
Successful Portfolios
Florida
$212K -$101K -308 -34%
JCM
2474
Janney Capital Management
Pennsylvania
$212K +$200K +609 New
WB
2475
West Bancorporation
Iowa
$212K -$12.2K -37 -6%