Name Holding Trade Value Shares
Change
Change in
Stake
MAWA
2526
Moss Adams Wealth Advisors
Washington
$507K +$4.2K +37 +0.9%
HWMG
2527
Hurlow Wealth Management Group
Indiana
$507K -$681 -6 -0.1%
CSA
2528
Cottage Street Advisors
Massachusetts
$506K – – –
FAG
2529
Fortitude Advisory Group
Washington
$506K +$3.75K +33 +0.8%
PGWM
2530
Parisi Gray Wealth Management
New Jersey
$504K – – –
GFWA
2531
Grey Fox Wealth Advisors
Delaware
$503K -$319K -2,811 -39%
SIM
2532
SSI Investment Management
California
$503K -$86.3K -760 -15%
WCM
2533
Wedge Capital Management
North Carolina
$502K -$12.8K -113 -3%
IVP
2534
Intrinsic Value Partners
Arizona
$502K – – –
KWS
2535
Keystone Wealth Services
California
$501K +$227 +2 +0%
BIA
2536
BHK Investment Advisors
Alabama
$501K -$8.29K -73 -2%
RA
2537
Riverstone Advisors
Texas
$501K +$35.8K +315 +8%
MSRI
2538
Michael S. Ryan Inc
New York
$500K +$497K +4,374 New
JF
2539
JSF Financial
California
$500K – – –
DFCM
2540
Dark Forest Capital Management
Puerto Rico
$499K +$491K +4,325 New
PCM
2541
Perritt Capital Management
Illinois
$499K -$5.68K -50 -1%
PCTC
2542
Perkins Coie Trust Company
Washington
$499K -$20.4K -180 -4%
BWP
2543
Balboa Wealth Partners
Arizona
$496K -$69.9K -616 -13%
PWA
2544
Physician Wealth Advisors
Utah
$496K – – –
CPRC
2545
Consolidated Portfolio Review Corp
New York
$496K -$8.06K -71 -2%
HWM
2546
Howard Wealth Management
Connecticut
$495K – – –
TCPWM
2547
Traverso Chambers Private Wealth Management
California
$494K – – –
JWM
2548
Janiczek Wealth Management
Colorado
$494K +$19.6K +173 +4%
FC
2549
Financial Council
Maryland
$494K -$11.2K -99 -2%
E
2550
Ergoteles
New York
$492K +$484K +4,264 New