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Name Holding Trade Value Shares
Change
Change in
Stake
DF Dent & Co
2526
DF Dent & Co
Maryland
$560K -$18.8K -70 -4%
CFO
2527
CVA Family Office
Colorado
$560K +$460K +1,710 +886%
CMBA
2528
C.M. Bidwell & Associates
Hawaii
$559K +$8.35K +31 +2%
DWA
2529
Dougherty Wealth Advisers
Minnesota
$558K – – –
JF
2530
JSF Financial
California
$558K +$87K +323 +21%
ME
2531
McIlrath & Eck
Washington
$557K -$24K -89 -4%
OBWG
2532
Onyx Bridge Wealth Group
New York
$556K +$269K +999 +113%
KCM
2533
Kathmere Capital Management
Pennsylvania
$555K -$28K -104 -5%
WLPWM
2534
Walled Lake Planning & Wealth Management
Illinois
$555K -$5.38K -20 -1%
FWP
2535
Falcon Wealth Planning
California
$555K – – –
WP
2536
WealthShield Partners
North Carolina
$553K -$254K -942 -33%
CP
2537
Corbenic Partners
Pennsylvania
$553K -$33.9K -126 -6%
RDWM
2538
Red Door Wealth Management
Tennessee
$553K -$17.5K -65 -3%
BO
2539
BRR OpCo
Ohio
$552K -$135K -502 -21%
VFG
2540
V2 Financial group
Illinois
$551K -$1.71M -6,339 -77%
FNC
2541
First National Corp
Massachusetts
$550K -$4.85K -18 -1%
JWM
2542
JGP Wealth Management
Oregon
$550K – – –
PMFA
2543
Plante Moran Financial Advisors
Michigan
$549K -$112K -415 -18%
CC
2544
Courier Capital
New York
$546K -$57.1K -212 -10%
CAM
2545
Crestone Asset Management
Colorado
$546K +$35.3K +131 +8%
W
2546
WealthOne
New York
$546K +$68.1K +253 +16%
Merriman Wealth Management
2547
Merriman Wealth Management
Washington
$545K -$1.12M -4,144 -69%
LIA
2548
LBMC Investment Advisors
Tennessee
$545K +$20.2K +75 +4%
CFD
2549
Creative Financial Designs
Indiana
$545K +$29.1K +108 +6%
BFS
2550
Bickling Financial Services
Massachusetts
$543K +$151K +562 +44%