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Name Holding Trade Value Shares
Change
Change in
Stake
WI
2551
WrapManager Inc
California
$657K +$21.6K +175 +4%
CFS
2552
Commonwealth Financial Services
West Virginia
$656K
PGWM
2553
Parisi Gray Wealth Management
New Jersey
$656K +$30.3K +246 +5%
CPA
2554
Cardiff Park Advisors
California
$654K -$7.89K -64 -1%
BAM
2555
BOS Asset Management
Illinois
$653K -$38K -308 -6%
ACC
2556
Acorn Creek Capital
Colorado
$651K -$19.2K -156 -3%
PPP
2557
Private Portfolio Partners
New Jersey
$649K +$39.6K +321 +7%
AWM
2558
Accel Wealth Management
Iowa
$648K +$8.13K +66 +1%
SFG
2559
Sovereign Financial Group
Connecticut
$647K +$66.4K +539 +12%
FTC
2560
Farmers Trust Company
Ohio
$647K +$51.9K +421 +9%
FCIM
2561
Fairview Capital Investment Management
California
$646K
NEWAS
2562
N.E.W. Advisory Services
Wisconsin
$644K +$135K +1,099 +29%
BFWA
2563
Benchmark Financial Wealth Advisors
Florida
$643K +$109K +888 +22%
EW
2564
Element Wealth
Mississippi
$643K +$40.2K +326 +7%
IWP
2565
Invenio Wealth Partners
Florida
$642K -$37.5K -304 -6%
CFGA
2566
Cambridge Financial Group (Arizona)
Arizona
$641K -$46.8K -380 -7%
VBFG
2567
Vishria Bird Financial Group
Tennessee
$641K +$174K +1,413 +41%
RA
2568
Rise Advisors
New York
$641K +$221K +1,792 +58%
CC
2569
Constitution Capital
Connecticut
$640K +$154K +1,250 +35%
HEIP
2570
Hudson Edge Investment Partners
New Jersey
$640K -$1.36K -11 -0.2%
PCM
2571
Pointe Capital Management
Michigan
$640K
PCMC
2572
Paragon Capital Management (Colorado)
Colorado
$639K +$986 +8 +0.2%
FZCM
2573
Flynn Zito Capital Management
New York
$639K -$11.7K -95 -2%
KCM
2574
KRS Capital Management
Michigan
$639K -$27K -219 -4%
WC
2575
Weil Company
California
$636K -$161K -1,309 -21%