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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
3051
Private Wealth Management Group
New Jersey
$201K -$20.7K -260 -9%
SSWM
3052
Strait & Sound Wealth Management
California
$201K -$11.1K -140 -5%
BWM
3053
Baron Wealth Management
Michigan
$201K +$202K +2,536 New
PCFFS
3054
Pacific Center for Financial Services
California
$200K – – –
WOSD
3055
WFA of San Diego
California
$195K +$196K +2,460 New
MS
3056
Marshall & Sullivan
Washington
$194K – – –
PSFG
3057
Park Square Financial Group
Georgia
$193K -$9.94K -125 -5%
Cohen & Steers
3058
Cohen & Steers
New York
$190K – – –
API
3059
Asset Planning Inc
California
$189K -$16.3K -205 -8%
SIS
3060
Strategic Investment Solutions
Illinois
$189K +$16.5K +207 +10%
RF
3061
Rossby Financial
Florida
$187K -$9.54K -120 -5%
BCM
3062
Blume Capital Management
California
$184K +$2.38K +30 +1%
AWM
3063
Accredited Wealth Management
Kentucky
$184K -$1.43K -18 -0.8%
MCAI
3064
Members Capital Advisors Inc
Wisconsin
$181K – – –
SA
3065
SRH Advisors
Kansas
$179K – – –
NECFA
3066
New England Capital Financial Advisors
Connecticut
$177K +$1.11K +14 +0.6%
RTC
3067
Riverview Trust Company
Washington
$176K -$670K -8,431 -79%
GC
3068
Garde Capital
Washington
$175K -$294K -3,695 -63%
FWP
3069
Fiduciary Wealth Partners
Massachusetts
$174K +$133K +1,670 +313%
QWM
3070
Quaker Wealth Management
New Jersey
$174K +$175K +2,198 New
KA
3071
Kozak & Associates
Colorado
$170K -$22.6K -284 -12%
OBWP
3072
O'Brien Wealth Partners
Massachusetts
$169K -$17.5K -220 -9%
OP
3073
ORG Partners
Indiana
$164K -$36.9K -464 -19%
SNB
3074
Security National Bank
Nebraska
$163K -$2.14M -26,965 -93%
CWP
3075
Concord Wealth Partners
Virginia
$163K +$41.9K +527 +34%