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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
2851
Elmwood Wealth Management
California
$313K
MWA
2852
Motive Wealth Advisors
Michigan
$312K +$9.65K +85 +3%
VLC
2853
Van Leeuwen & Company
New Jersey
$312K +$1.25K +11 +0.4%
CA
2854
Centerpoint Advisors
Massachusetts
$312K +$81K +713 +36%
LPAM
2855
Lodestar Private Asset Management
California
$311K +$11.9K +105 +4%
KWA
2856
Kellett Wealth Advisors
Ohio
$311K +$306K +2,696 New
OPPS
2857
Obsidian Personal Planning Solutions
Maryland
$310K +$51.8K +456 +20%
HCC
2858
Hirtle Callaghan & Co
Pennsylvania
$309K -$87.2K -768 -22%
MCG
2859
McCollum Christoferson Group
New York
$309K
NFSG
2860
Newbridge Financial Services Group
Florida
$309K -$94.2K -830 -24%
QCIG
2861
Quad-Cities Investment Group
Iowa
$309K -$2.95K -26 -1%
TIM
2862
Triad Investment Management
California
$309K
CCA
2863
Cadent Capital Advisors
Oklahoma
$308K +$49.5K +436 +20%
BWM
2864
BlackDiamond Wealth Management
New York
$308K +$39.6K +349 +14%
NCM
2865
Northside Capital Management
Oregon
$308K
HA
2866
HFG Advisors
Ohio
$307K +$43K +379 +17%
GA
2867
Gateway Advisory
New Jersey
$307K -$17.8K -157 -6%
PI
2868
Parkside Investments
Illinois
$306K
AA
2869
Advisory Alpha
Michigan
$306K +$301K +2,647 New
AFS
2870
Annapolis Financial Services
Maryland
$304K +$48K +423 +19%
NAG
2871
Northstar Advisory Group
New Jersey
$304K +$6.81K +60 +2%
FW
2872
FirstPurpose Wealth
Utah
$303K -$66.4K -585 -18%
NFW
2873
Noble Family Wealth
Florida
$303K
CWC
2874
Carolinas Wealth Consulting
North Carolina
$303K -$79.1K -697 -4%
NIM
2875
Nexus Investment Management
Ontario, Canada
$303K