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Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
1951
Regent Peak Wealth Advisors
Georgia
$1.1M +$17.2K +159 +2%
MWPCG
1952
Measured Wealth Private Client Group
New Hampshire
$1.09M +$1.94K +18 +0.2%
CFO
1953
CVA Family Office
Colorado
$1.09M -$5.61K -52 -0.5%
FWM
1954
Forefront Wealth Management
Pennsylvania
$1.09M
LA
1955
LexAurum Advisors
Kansas
$1.09M -$6.15K -57 -0.6%
CIA
1956
Cladis Investment Advisory
Montana
$1.09M
EMG
1957
ETF Managers Group
New Jersey
$1.09M -$152K -1,405 -12%
SFG
1958
StrategIQ Financial Group
Indiana
$1.09M
CMP
1959
Coston McIsaac & Partners
Maine
$1.09M +$13.4K +124 +1%
AAM
1960
Aureus Asset Management
Massachusetts
$1.09M -$1.08K -10 -0.1%
TF
1961
TLWM Financial
Texas
$1.08M -$13.3K -123 -1%
WDC
1962
Woodward Diversified Capital
California
$1.08M +$216 +2 +0%
MA
1963
MONECO Advisors
Connecticut
$1.08M +$363K +3,363 +50%
TC
1964
Trust Company
Kansas
$1.08M -$225K -2,088 -17%
TCM
1965
Telos Capital Management
California
$1.08M -$3.13K -29 -0.3%
GCM
1966
Graham Capital Management
Connecticut
$1.08M -$221K -2,046 -17%
GWS
1967
Glassman Wealth Services
Virginia
$1.08M -$30.3K -281 -3%
OA
1968
Oxbow Advisors
Texas
$1.07M -$112K -1,036 -9%
HWP
1969
Highline Wealth Partners
California
$1.07M +$756 +7 +0.1%
KFA
1970
Kapstone Financial Advisors
Ohio
$1.07M
CS
1971
Capital Square
Tennessee
$1.07M -$12.5K -116 -1%
RIM
1972
Redwood Investment Management
Arizona
$1.07M +$710K +6,574 +190%
LIM
1973
Longfellow Investment Management
Massachusetts
$1.07M
APC
1974
Aspire Private Capital
North Carolina
$1.06M -$4.75K -44 -0.4%
WAG
1975
Winthrop Advisory Group
Massachusetts
$1.06M -$83.8K -776 -7%