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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
2501
Carr Financial Group
Massachusetts
$675K +$7.26K +62 +1%
SQA
2502
Simon Quick Advisors
New Jersey
$675K +$35.6K +304 +6%
VW
2503
Vantus Wealth
Pennsylvania
$675K +$615K +5,250 New
CIA
2504
Cohen Investment Advisors
New Hampshire
$672K -$57.4K -490 -9%
GGS
2505
Galvin Gaustad & Stein
Arizona
$671K +$4.1K +35 +0.7%
ACA
2506
Atlas Capital Advisors
Wyoming
$670K -$185K -1,581 -23%
WRPWM
2507
Werba Rubin Papier Wealth Management
California
$670K +$11.4K +97 +2%
IF
2508
Ironwood Financial
Arizona
$669K – – –
ACA
2509
Arsenal Capital Advisors
Pennsylvania
$666K +$1.76K +15 +0.3%
ACM
2510
Arcataur Capital Management
Wisconsin
$665K +$10.2K +87 +2%
RPC
2511
Royal Palms Capital
Montana
$663K +$3.28K +28 +0.5%
CWP
2512
Clark Wealth Partners
Illinois
$662K -$19.7K -168 -3%
WFP
2513
Worthington Financial Partners
Ohio
$662K -$31.3K -267 -5%
TWM
2514
Topsail Wealth Management
North Carolina
$661K +$1.29K +11 +0.2%
MWM
2515
MOR Wealth Management
Pennsylvania
$660K +$601K +5,136 New
BIA
2516
Beacon Investment Advisors
Maryland
$658K -$117 -1 -0%
MAM
2517
McLaughlin Asset Management
Illinois
$657K +$819 +7 +0.1%
IP
2518
Investment Partners
Ohio
$655K +$14.2K +121 +2%
PPW
2519
Presilium Private Wealth
Pennsylvania
$653K +$200K +1,710 +51%
BSTWA
2520
Blake Schutter Theil Wealth Advisors
Ohio
$651K – – –
CPC
2521
Congress Park Capital
New York
$650K – – –
SFS
2522
Summit Financial Strategies
Ohio
$649K -$118K -1,005 -17%
LSPW
2523
Lake Street Private Wealth
Illinois
$649K -$3.86K -33 -0.6%
GRWP
2524
Green Ridge Wealth Planning
New Jersey
$649K -$37.7K -322 -6%
SP
2525
Successful Portfolios
Florida
$648K -$117 -1 -0%