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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2401
Circle Wealth Management
New Jersey
$1.61M +$124K +1,133 +9%
CW
2402
CreativeOne Wealth
Kansas
$1.61M +$400K +3,669 +37%
W
2403
Wealthquest
Ohio
$1.6M -$52.5K -481 -3%
DWM
2404
Destination Wealth Management
California
$1.6M +$44.7K +410 +3%
BBA
2405
Braun-Bostich & Associates
Pennsylvania
$1.59M -$498K -4,563 -25%
SA
2406
Sicart Associates
New York
$1.59M – – –
LB
2407
Legacy Bridge
Iowa
$1.59M -$5.46K -50 -0.4%
OFW
2408
Omnia Family Wealth
Florida
$1.58M -$30.7K -281 -2%
LSCM
2409
LaSalle Street Capital Management
Illinois
$1.58M – – –
WA
2410
Wealth Architects
California
$1.58M -$288K -2,642 -16%
AFA
2411
Abacus FCF Advisors
Florida
$1.58M +$69.5K +637 +5%
SWRP
2412
Summit Wealth & Retirement Planning
California
$1.58M -$124K -1,137 -8%
BI
2413
Bramshill Investments
Florida
$1.57M -$623K -5,714 -30%
AC
2414
Addison Capital
Pennsylvania
$1.57M -$10.9K -100 -0.7%
JA
2415
JOYN Advisors
Georgia
$1.57M -$553K -5,068 -28%
CAN
2416
Claraphi Advisory Network
United States
$1.56M -$135K -1,239 -9%
CPA
2417
Cowen Prime Advisors
New York
$1.56M – – –
SC
2418
Schulhoff & Co
Ohio
$1.56M +$21.8K +200 +2%
APG
2419
Abacus Planning Group
South Carolina
$1.56M +$109K +1,000 +8%
GCM
2420
Gables Capital Management
Florida
$1.55M -$43.6K -400 -3%
DC
2421
Diametric Capital
Massachusetts
$1.55M +$1.43M +13,116 New
TRAM
2422
Tuscan Ridge Asset Management
Illinois
$1.54M +$780K +7,152 +121%
SLF
2423
Sun Life Financial
Ontario, Canada
$1.54M -$881K -8,074 -38%
CC
2424
Capital Counsel
New York
$1.54M +$8.18K +75 +0.6%
ATPW
2425
Ashton Thomas Private Wealth
Arizona
$1.54M +$1.42M +13,052 New
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