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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2801
Cedar Wealth Management
California
$335K
DWP
2802
Destiny Wealth Partners
Florida
$335K +$345K +3,036 New
BONST
2803
Bank of Nova Scotia Trust
Ontario, Canada
$335K -$74.1K -653 -18%
MIM
2804
Merrion Investment Management
New Jersey
$335K
WWM
2805
Windsor Wealth Management
Indiana
$334K +$681 +6 +0.2%
MCA
2806
Maryland Capital Advisors
Maryland
$334K
RC
2807
Reik & Co
New York
$333K
QFA
2808
Quantum Financial Advisors
California
$333K +$20.3K +179 +7%
KBFS
2809
Kohmann Bosshard Financial Services
Ohio
$333K +$42K +370 +15%
PAG
2810
Powers Advisory Group
Illinois
$332K -$26K -229 -7%
WLIM
2811
White Lighthouse Investment Management
Massachusetts
$332K
MFWP
2812
Mosaic Family Wealth Partners
Missouri
$332K -$22.7K -200 -6%
BSAM
2813
Blue Square Asset Management
New York
$332K +$4.66K +41 +1%
FH
2814
FWG Holdings
Florida
$331K +$6.93K +61 +2%
PFG
2815
PAX Financial Group
Texas
$331K +$33.7K +297 +12%
ABP
2816
Arthur B. Page
$331K -$85.2K -750 -21%
BBA
2817
Braun-Bostich & Associates
Pennsylvania
$330K +$46.3K +408 +17%
TF
2818
TimeScale Financial
Massachusetts
$330K +$1.36K +12 +0.4%
SSWM
2819
Strait & Sound Wealth Management
California
$330K -$38.9K -343 -11%
FC
2820
Fulcrum Capital
Washington
$330K
WAC
2821
William Allan Corp
Colorado
$330K
CTC
2822
Corundum Trust Company
South Dakota
$329K +$324K +2,850 New
SIG
2823
Spinnaker Investment Group
California
$329K -$77.4K -682 -19%
RIA
2824
Retirement Investment Advisors
Oklahoma
$328K
TWM
2825
TriaGen Wealth Management
California
$327K