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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2976
Focused Wealth Management
New York
$259K +$248K +829 New
LSWP
2977
Liberty Square Wealth Partners
Pennsylvania
$259K – – –
AMG
2978
Asset Management Group
Connecticut
$259K +$1.5K +5 +0.6%
SFPG
2979
Stonebridge Financial Planning Group
Florida
$258K +$598 +2 +0.2%
TIM
2980
Thompson Investment Management
Wisconsin
$258K +$299 +1 +0.1%
HCA
2981
Horan Capital Advisors
Ohio
$257K -$9.27K -31 -4%
CQWA
2982
Chokshi & Queen Wealth Advisors
California
$257K – – –
NEPPG
2983
New England Professional Planning Group
Rhode Island
$257K – – –
LGW
2984
Leslie Global Wealth
Illinois
$257K +$26K +87 +12%
TWD
2985
True Wealth Design
Ohio
$256K +$10.8K +36 +5%
MLA
2986
MB, Levis & Associates
Pennsylvania
$256K +$299 +1 +0.1%
CCIA
2987
Campbell & Co Investment Adviser
Maryland
$256K +$245K +819 New
VAF
2988
Values Added Financial
District of Columbia
$255K -$31.4K -105 -11%
WPW
2989
Watershed Private Wealth
Illinois
$255K – – –
C
2990
Covestor
United Kingdom
$255K -$24.5K -82 -9%
WAOI
2991
Wealth Advisors of Iowa
Iowa
$255K +$1.5K +5 +0.6%
SCA
2992
St. Clair Advisors
Ohio
$255K – – –
WWMSC
2993
Wagner Wealth Management (South Carolina)
South Carolina
$254K +$897 +3 +0.4%
CWA
2994
Continuum Wealth Advisors
New York
$254K – – –
FWI
2995
Facet Wealth Inc
Maryland
$254K -$23.6K -79 -9%
BA
2996
Ballast Advisors
Minnesota
$254K -$89.7K -300 -27%
MGAM
2997
McGowan Group Asset Management
Texas
$252K +$897 +3 +0.4%
HAM
2998
Hickory Asset Management
Ohio
$252K – – –
CNWM
2999
Clay Northam Wealth Management
California
$252K +$1.79K +6 +0.8%
AWM
3000
Adams Wealth Management
Utah
$252K +$1.2K +4 +0.5%