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Name Holding Trade Value Shares
Change
Change in
Stake
PWH
3726
Priebe Wealth Holdings
Minnesota
$546K +$21.7K +300 +5%
HFS
3727
Hoge Financial Services
Pennsylvania
$545K +$85.5K +1,180 +24%
LWMG
3728
Levy Wealth Management Group
Pennsylvania
$544K – – –
ICA
3729
Infrastructure Capital Advisors
New York
$542K -$2.82M -38,970 -87%
Beck Mack & Oliver
3730
Beck Mack & Oliver
New York
$542K – – –
RC
3731
Reik & Co
New York
$542K – – –
AWA
3732
Adapt Wealth Advisors
Georgia
$542K +$435K +6,000 New
HDIM
3733
Hanson & Doremus Investment Management
Vermont
$542K -$23.9K -330 -5%
BWA
3734
Boulder Wealth Advisors
Colorado
$541K +$434K +5,990 New
Capital Group Private Client Services
3735
Capital Group Private Client Services
California
$541K – – –
VAMG
3736
Voisard Asset Management Group
Michigan
$539K +$16.7K +230 +4%
WA
3737
Waterford Advisors
New York
$539K – – –
CIA
3738
Cape Investment Advisory
Georgia
$538K -$64.5K -890 -13%
SM
3739
Sensible Money
Arizona
$538K +$127K +1,750 +42%
BAM
3740
Bayshore Asset Management
Florida
$538K +$104K +1,430 +32%
SPP
3741
Single Point Partners
Massachusetts
$537K +$16.7K +230 +4%
NCMW
3742
Northern Capital Management (Washington)
Washington
$537K +$117K +1,620 +38%
FA
3743
FF Advisors
California
$531K +$426K +5,880 New
FA
3744
FSA Advisors
Michigan
$531K +$71K +980 +20%
GBWM
3745
Granite Bay Wealth Management
New Hampshire
$531K +$426K +5,880 New
CWM
3746
CCG Wealth Management
California
$531K +$92.8K +1,280 +28%
CWAF
3747
Core Wealth Advisors (Florida)
Florida
$530K -$38.4K -530 -8%
LI
3748
Louisbourg Investments
New Brunswick, Canada
$530K -$23.9K -330 -5%
SA
3749
SRH Advisors
Kansas
$530K – – –
OS
3750
Objectivity Squared
South Carolina
$528K +$440K +6,070 New