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Name Holding Trade Value Shares
Change
Change in
Stake
CI
2101
Cordant Inc
Oregon
$160K +$149K +995 New
RWM
2102
RBA Wealth Management
California
$160K +$148K +990 New
EWM
2103
Elmwood Wealth Management
California
$157K +$146K +974 New
GSAM
2104
Grant Street Asset Management
Pennsylvania
$151K – – –
CWM
2105
Cranbrook Wealth Management
Michigan
$150K – – –
APC
2106
Aspire Private Capital
North Carolina
$147K -$49.5K -331 -27%
NL
2107
NVWM LLC
Pennsylvania
$145K -$32.5K -217 -19%
FMP
2108
Financial Management Professionals
Texas
$145K -$14.1K -94 -9%
CG
2109
Cutler Group
California
$145K +$135K +902 New
PWM
2110
Prentice Wealth Management
New York
$143K +$133K +887 New
CA
2111
Centerpoint Advisors
Massachusetts
$140K – – –
SL
2112
Savior LLC
Massachusetts
$140K – – –
TCWM
2113
Total Clarity Wealth Management
Illinois
$140K +$130K +868 New
PCG
2114
Private Capital Group
Connecticut
$138K -$107K -714 -46%
RFA
2115
Reilly Financial Advisors
California
$137K +$7.04K +47 +6%
CFO
2116
CVA Family Office
Colorado
$137K +$107K +712 +524%
CHA
2117
Carmichael Hill & Associates
Maryland
$132K +$299 +2 +0.2%
HWMA
2118
Heritage Wealth Management (Arizona)
Arizona
$130K +$12.1K +81 New
WP
2119
WealthShield Partners
North Carolina
$128K +$119K +793 New
JWA
2120
JFS Wealth Advisors
Pennsylvania
$126K – – –
MWP
2121
Meridian Wealth Partners
Pennsylvania
$126K +$2.54K +17 +2%
RTC
2122
Riverview Trust Company
Washington
$123K – – –
SSC
2123
Syverson Strege & Co
Iowa
$122K – – –
DOA
2124
D'Orazio & Associates
Virginia
$119K – – –
TCM
2125
TD Capital Management
Tennessee
$118K – – –