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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
2226
Princeton Capital Management
New Jersey
$574K +$89 +1 +0%
FDS
2227
First Dallas Securities
Texas
$574K +$1.06K +12 +0.2%
TFO
2228
Tarbox Family Office
California
$572K +$258K +2,910 +87%
DWP
2229
Destiny Wealth Partners
Florida
$571K +$214K +2,416 +63%
IA
2230
IFG Advisors
Missouri
$570K -$72.8K -821 -12%
WTFG
2231
Wells Trecaso Financial Group
Ohio
$570K -$5.76K -65 -1%
SFP
2232
Sweet Financial Partners
Minnesota
$567K -$18.4K -208 -3%
VWM
2233
Venturi Wealth Management
Texas
$566K +$16.1K +182 +3%
LWM
2234
Liberty Wealth Management
California
$566K +$39.1K +441 +8%
HFAS
2235
Hummer Financial Advisory Services
Illinois
$565K – – –
HFS
2236
Howard Financial Services
Texas
$565K +$6.56K +74 +1%
CWM
2237
Chesapeake Wealth Management
Virginia
$564K +$41.9K +473 +8%
TWP
2238
Tower Wealth Partners
Pennsylvania
$564K +$120K +1,359 +28%
LK
2239
Lumbard & Kellner
New Hampshire
$563K -$21.3K -240 -4%
DFA
2240
Delta Financial Advisors
Louisiana
$563K – – –
AA
2241
Addison Advisors
Vermont
$563K +$29.3K +330 +6%
EW
2242
Evoke Wealth
California
$562K -$18.9K -213 -3%
EFM
2243
E Fund Management
China
$561K -$12.9K -145 -2%
VCM
2244
Vigilant Capital Management
Maine
$560K +$12.4K +140 +2%
LFG
2245
Larson Financial Group
Missouri
$560K +$17.7K +200 +3%
HFG
2246
Heron Financial Group
New York
$558K -$93.5K -1,055 -15%
BIM
2247
Baldwin Investment Management
Pennsylvania
$556K -$5.58K -63 -1%
CC
2248
Constitution Capital
Connecticut
$556K +$177K +2,000 +49%
EFG
2249
Everhart Financial Group
Ohio
$556K +$317K +3,572 +142%
AWM
2250
Altus Wealth Management
Kentucky
$555K +$3.99K +45 +0.7%