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Name Holding Trade Value Shares
Change
Change in
Stake
WFP
2501
Worthington Financial Partners
Ohio
$662K -$31.3K -267 -5%
TWM
2502
Topsail Wealth Management
North Carolina
$661K +$1.29K +11 +0.2%
MWM
2503
MOR Wealth Management
Pennsylvania
$660K +$601K +5,136 New
BIA
2504
Beacon Investment Advisors
Maryland
$658K -$117 -1 -0%
MAM
2505
McLaughlin Asset Management
Illinois
$657K +$819 +7 +0.1%
IP
2506
Investment Partners
Ohio
$655K +$14.2K +121 +2%
PPW
2507
Presilium Private Wealth
Pennsylvania
$653K +$200K +1,710 +51%
BSTWA
2508
Blake Schutter Theil Wealth Advisors
Ohio
$651K
CPC
2509
Congress Park Capital
New York
$650K
SFS
2510
Summit Financial Strategies
Ohio
$649K -$118K -1,005 -17%
LSPW
2511
Lake Street Private Wealth
Illinois
$649K -$3.86K -33 -0.6%
GRWP
2512
Green Ridge Wealth Planning
New Jersey
$649K -$37.7K -322 -6%
SP
2513
Successful Portfolios
Florida
$648K -$117 -1 -0%
GRR
2514
Golden Reserve Retirement
Ohio
$648K +$282K +2,410 +91%
SWM
2515
Salvus Wealth Management
New Jersey
$647K +$58.5K +500 +11%
FFG
2516
Floyd Financial Group
Missouri
$647K -$1.99K -17 -0.3%
SIP
2517
Snowwater Investment Partners
Connecticut
$645K +$6.32K +54 +1%
FCA
2518
Fortis Capital Advisors
Kansas
$645K +$158K +1,350 +37%
WP
2519
Westmount Partners
California
$644K +$14.4K +123 +3%
PCM
2520
Pavaki Capital Management
Colorado
$643K
ITIM
2521
Indiana Trust & Investment Management
Indiana
$642K
CCA
2522
Cora Capital Advisors
New Jersey
$642K +$2.81K +24 +0.5%
CW
2523
CrossGen Wealth
North Carolina
$642K -$59.9K -512 -9%
LWANC
2524
Laurel Wealth Advisors (North Carolina)
North Carolina
$640K
UWPG
2525
Ullmann Wealth Partners Group
Florida
$640K +$26K +222 +5%