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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
3101
Valley Wealth Managers
New Jersey
$704K +$153K +3,310 +30%
BMC
3102
Bear Mountain Capital
Washington
$703K +$578K +12,470 New
RCM
3103
Raleigh Capital Management
North Carolina
$703K +$180K +3,890 +38%
NCM
3104
Noesis Capital Mangement
Florida
$699K – – –
KBFS
3105
Kohmann Bosshard Financial Services
Ohio
$699K – – –
HKIMG
3106
Hutchens & Kramer Investment Management Group
Indiana
$697K +$270K +5,820 +71%
PEA
3107
Park Edge Advisors
Ohio
$697K +$652K +14,070 New
WBG
3108
Wharton Business Group
Pennsylvania
$696K -$109K -2,350 -14%
RVPG
3109
Relative Value Partners Group
$695K +$32.4K +700 +5%
WWWM
3110
White Wing Wealth Management
Texas
$695K +$617K +13,310 New
CPSAC
3111
Chas P. Smith & Associates (CPS)
Florida
$695K -$9.27K -200 -1%
GCIM
3112
Gunn & Company Investment Management
Florida
$695K +$396K +8,540 +156%
FBC
3113
Fairfield, Bush & Co
Connecticut
$695K +$203K +4,370 +45%
APS
3114
American Planning Services
Florida
$695K +$650K +14,030 New
Horizon Kinetics Asset Management
3115
Horizon Kinetics Asset Management
New York
$693K -$4.63K -100 -0.7%
ICP
3116
Interchange Capital Partners
Pennsylvania
$690K -$315K -6,800 -33%
VW
3117
Vance Wealth
California
$689K +$1.39K +30 +0.2%
DFC
3118
DBK Financial Counsel
Ohio
$689K – – –
CWA
3119
Centennial Wealth Advisory
Michigan
$688K +$30.1K +650 +5%
TNA
3120
True North Advisors
Texas
$687K +$55.1K +1,190 +9%
Simplicity Wealth
3121
Simplicity Wealth
New Jersey
$687K +$302K +6,510 +88%
SDWIA
3122
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$684K +$13.4K +290 +2%
KWM
3123
KFG Wealth Management
Indiana
$683K +$39.9K +860 +7%
Sax Wealth Advisors
3124
Sax Wealth Advisors
New Jersey
$682K -$31.1K -670 -5%
TCMP
3125
Thrive Capital Management (Pennsylvania)
Pennsylvania
$680K +$99.6K +2,150 +19%