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Name Holding Trade Value Shares
Change
Change in
Stake
CCAL
3976
City Center Advisors LLC
Michigan
$674K +$546K +4,625 +499%
TFCP
3977
Twin Focus Capital Partners
Massachusetts
$673K +$23.6K +200 +4%
BWM
3978
BKM Wealth Management
Wisconsin
$673K +$654K +5,540 New
TFP
3979
Tilia Fiduciary Partners
North Carolina
$672K +$31.4K +266 +5%
CHJWM
3980
Carlton Hofferkamp & Jenks Wealth Management
Texas
$670K +$217K +1,838 +59%
BBI
3981
Baxter Bros Inc
Connecticut
$670K +$35.6K +301 +6%
HFRG
3982
Houlihan Financial Resource Group
Virginia
$669K – – –
WCM
3983
Weik Capital Management
Pennsylvania
$668K – – –
GCM
3984
Greenland Capital Management
New York
$667K -$1.8M -15,252 -74%
FWM
3985
FSA Wealth Management
Massachusetts
$663K +$645K +5,462 New
AWM
3986
Act Wealth Management
Texas
$661K -$224K -1,895 -26%
MWM
3987
Mittelman Wealth Management
Massachusetts
$661K – – –
CCM
3988
Colorado Capital Management
Colorado
$660K +$16.3K +138 +3%
SRWM
3989
Shira Ridge Wealth Management
California
$658K +$11.8K +100 +2%
MWS
3990
Maxwell Wealth Strategies
California
$658K +$6.02K +51 +1%
SC
3991
Shearwater Capital
Colorado
$658K -$780K -6,605 -55%
W
3992
WealthCollab
Washington
$657K -$97.3K -824 -13%
KFS
3993
Keynote Financial Services
Connecticut
$657K +$174K +1,469 +37%
ACM
3994
Absolute Capital Management
Pennsylvania
$656K -$64.8K -549 -9%
OAJ
3995
Ogorek Anthony Joseph
New York
$655K – – –
MFG
3996
Midwest Financial Group
Kansas
$653K +$26.6K +225 +4%
PRI
3997
Prepared Retirement Institute
Pennsylvania
$651K – – –
WIC
3998
Wilkins Investment Counsel
Massachusetts
$651K – – –
PWS
3999
Peloton Wealth Strategists
Indiana
$650K -$23K -195 -4%
AWA
4000
Aquire Wealth Advisors
Utah
$650K +$21.5K +182 +4%