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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
3126
Cherrydale Wealth Management
New Jersey
$216K +$5.04K +54 +2%
AWM
3127
Abound Wealth Management
Tennessee
$216K +$136K +1,455 +152%
SWA
3128
ShankerValleau Wealth Advisors
Illinois
$216K
RPCA
3129
Running Point Capital Advisors
California
$216K +$225K +2,405 New
CBOR
3130
Community Bank of Raymore
Missouri
$216K -$18.7K -200 -8%
SWMG
3131
Stillwater Wealth Management Group
Florida
$216K -$2.33K -25 -1%
MCG
3132
McCollum Christoferson Group
New York
$215K -$86.4K -925 -28%
SA
3133
Shilanski & Associates
Alaska
$215K +$224K +2,400 New
NAG
3134
Northstar Advisory Group
New Jersey
$215K -$18.3K -196 -8%
OP
3135
ORG Partners
Indiana
$215K -$215K -2,298 -48%
Cohen & Steers
3136
Cohen & Steers
New York
$215K -$66.2K -709 -23%
GBWM
3137
Granite Bay Wealth Management
New Hampshire
$215K +$15.6K +167 +7%
RRCM
3138
Rappaport Reiches Capital Management
Illinois
$214K +$17.2K +184 +8%
MWP
3139
Meridian Wealth Partners
Pennsylvania
$213K -$55.4K -593 -20%
VFG
3140
Valley Financial Group
Pennsylvania
$213K -$1.87K -20 -0.8%
TCM
3141
TD Capital Management
Tennessee
$212K +$14.9K +160 +7%
GP
3142
Guardian Partners
Canada
$212K
FC
3143
Farringdon Capital
United Kingdom
$212K +$221K +2,364 New
HIS
3144
Harvest Investment Services
Illinois
$212K +$10.9K +117 +5%
MAG
3145
MRA Advisory Group
New Jersey
$211K -$121K -1,294 -35%
BA
3146
Ballast Advisors
Minnesota
$211K -$4.76K -51 -2%
OBWP
3147
O'Brien Wealth Partners
Massachusetts
$211K +$23.3K +250 +12%
YWM
3148
Yukon Wealth Management
Kansas
$211K +$219K +2,349 New
MW
3149
Members Wealth
Pennsylvania
$211K -$45.1K -483 -17%
SFS
3150
Symphony Financial Services
Ohio
$210K +$219K +2,342 New