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Name Holding Trade Value Shares
Change
Change in
Stake
TCCM
2551
Timber Creek Capital Management
Massachusetts
$172K
BWM
2552
Birchcreek Wealth Management
Ohio
$172K +$169K +2,204 New
MLFP
2553
MPS Loria Financial Planners
Illinois
$171K +$63.9K +836 +61%
BAM
2554
Bellevue Asset Management
Washington
$170K +$153 +2 +0.1%
CAL
2555
Capital Advisors Ltd
Ohio
$168K
JWM
2556
Janiczek Wealth Management
Colorado
$167K +$29.2K +382 +22%
MHR
2557
Matthew Hamilton Rosenberg
$160K +$31.3K +409 +25%
ST
2558
Sageworth Trust
Pennsylvania
$160K +$96.4K +1,261 +160%
SWM
2559
Selective Wealth Management
Virginia
$159K +$48.1K +629 +44%
PA
2560
Perennial Advisors
New York
$157K +$154K +2,016 New
FWM
2561
FSA Wealth Management
Massachusetts
$154K +$151K +1,979 New
CWM
2562
Cranbrook Wealth Management
Michigan
$151K
CWP
2563
Concord Wealth Partners
Virginia
$151K +$148K +1,929 New
CIA
2564
Cascade Investment Advisors
Oregon
$147K
BFG
2565
Baron Financial Group
New Jersey
$145K
VCM
2566
Versant Capital Management
Arizona
$144K -$841 -11 -0.6%
EWA
2567
Evolution Wealth Advisors
Florida
$139K -$53K -693 -28%
FWM
2568
Filbrandt Wealth Management
Wisconsin
$138K
JWM
2569
Jupiter Wealth Management
Colorado
$131K
WFA
2570
West Financial Advisors
Iowa
$130K +$127K +1,662 New
CA
2571
Centerpoint Advisors
Massachusetts
$128K
PCFFS
2572
Pacific Center for Financial Services
California
$128K +$19.3K +252 +18%
AWM
2573
Accel Wealth Management
Iowa
$126K +$124K +1,619 New
LCWP
2574
Legacy Capital Wealth Partners
Arkansas
$125K +$122K +1,599 New
Q
2575
QVR
California
$124K +$122K +1,592 New