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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2501
Consilio Wealth Advisors
Washington
$503K -$18.3K -170 -3%
MLFP
2502
MPS Loria Financial Planners
Illinois
$503K – – –
SWP
2503
Summit Wealth Partners
Florida
$503K – – –
CA
2504
Calton & Associates
Florida
$502K +$181K +1,681 +46%
PAS
2505
PKS Advisory Services
New York
$501K +$28.9K +268 +5%
SFP
2506
Shepherd Financial Partners
Massachusetts
$501K -$10.9K -101 -2%
BAM
2507
Brave Asset Management
New Jersey
$500K +$10.8K +100 +2%
MCM
2508
MV Capital Management
Maryland
$499K +$1.08K +10 +0.2%
LF
2509
LifeSteps Financial
California
$498K +$14K +130 +3%
CSA
2510
Cottage Street Advisors
Massachusetts
$497K -$591K -5,478 -51%
GA
2511
GFS Advisors
Texas
$497K -$14K -130 -2%
AM
2512
Atwater Malick
Pennsylvania
$497K – – –
BFA
2513
Beaumont Financial Advisors
Massachusetts
$497K +$34.3K +318 +6%
WFAG
2514
Wescott Financial Advisory Group
Pennsylvania
$496K +$161K +1,492 +39%
LWM
2515
Lighthouse Wealth Management
Ohio
$496K +$37.6K +349 +7%
GHAM
2516
Gilman Hill Asset Management
Connecticut
$495K +$60.4K +560 +12%
TFA
2517
Toth Financial Advisory
Virginia
$493K -$677K -6,279 -54%
RMCM
2518
Reynders McVeigh Capital Management
Massachusetts
$493K – – –
SIG
2519
Sargent Investment Group
Maryland
$491K +$565K +5,240 New
SPC
2520
Spirepoint Private Client
Florida
$491K +$18K +167 +3%
Waldron Private Wealth
2521
Waldron Private Wealth
Pennsylvania
$490K -$353K -3,270 -38%
TSS
2522
Two Sigma Securities
New York
$490K +$564K +5,227 New
JPLA
2523
Joseph P. Lucia & Associates
New York
$490K -$372K -3,446 -40%
FM
2524
Family Management
New York
$490K +$69.4K +644 +14%
EC
2525
EdgeRock Capital
Colorado
$490K +$39K +362 +7%