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Name Holding Trade Value Shares
Change 		Change in
Stake
LIWM
5176
Long Island Wealth Management
New York
$758K – – –
CIAS
5177
CBIZ Investment Advisory Services
Ohio
$757K +$203K +497 +33%
COFSG
5178
Carbahal Olsen Financial Services Group
California
$755K -$24.9K -61 -3%
FG
5179
Fairman Group
Pennsylvania
$752K -$12.2K -30 -2%
AWP
5180
Avid Wealth Partners
Texas
$750K +$210K +515 +35%
KGP
5181
Keystone Global Partners
Colorado
$749K +$813K +1,994 New
FFWM
5182
Future Financial Wealth Management
Ohio
$748K +$1.22K +3 +0.2%
GC
5183
Giverny Capital
Quebec, Canada
$746K -$150K -367 -16%
EWA
5184
Elevate Wealth Advisory
Georgia
$746K +$97.4K +239 +14%
BP
5185
BWM Planning
Texas
$745K +$6.52K +16 +0.8%
AWP
5186
Axis Wealth Partners
Rhode Island
$745K -$32.2K -79 -4%
HFW
5187
Horizon Family Wealth
Illinois
$745K -$53.4K -131 -6%
AWMNH
5188
Arcadia Wealth Management (New Hampshire)
New Hampshire
$744K +$74.2K +182 +10%
BHWA
5189
Beacon Harbor Wealth Advisors
Virginia
$744K – – –
MAS
5190
MPWM Advisory Solutions
Georgia
$740K -$32.6K -80 -4%
PFA
5191
Plotkin Financial Advisors
Maryland
$739K +$16.7K +41 +2%
MF
5192
Manuka Financial
Virginia
$732K +$146K +357 +22%
DP
5193
Divergent Planning
Maryland
$732K +$197K +482 +34%
PSC
5194
Portman Square Capital
United Kingdom
$732K +$795K +1,950 New
CFG
5195
Certior Financial Group
Pennsylvania
$732K -$11K -27 -1%
CFS
5196
CGC Financial Services
Oregon
$732K -$56.3K -138 -7%
CFS
5197
Compass Financial Services
Iowa
$732K +$413K +1,014 +108%
AWM
5198
Allen Wealth Management
North Carolina
$731K +$4.08K +10 +0.5%
CI
5199
Ceera Investments
Texas
$730K +$33.8K +83 +4%
RFA
5200
RTD Financial Advisors
Pennsylvania
$729K +$81.9K +201 +12%
206 207
208
209 210