Name Holding Trade Value Shares
Change
Change in
Stake
CA
4326
Corrado Advisors
New Jersey
$291K -$430K -4,255 -64%
CCM
4327
Condor Capital Management
New Jersey
$291K +$238K +2,355 New
SIMC
4328
Squire Investment Management Company
Utah
$291K -$59.3K -587 -20%
M
4329
MYeCFO
California
$290K – – –
AFWM
4330
Abich Financial Wealth Management
Virginia
$290K +$36.1K +357 +18%
OC
4331
OxenFree Capital
Florida
$289K +$10.1K +100 +4%
DPW
4332
DiNuzzo Private Wealth
Pennsylvania
$289K +$69.7K +689 +42%
FFA
4333
Frazier Financial Advisors
Ohio
$289K -$30.5K -302 -11%
MI
4334
Moneywise Inc
Virginia
$288K +$236K +2,331 New
DA
4335
Dover Advisors
Virginia
$288K +$236K +2,330 New
AG
4336
Advocate Group
Minnesota
$287K – – –
GC
4337
Gould Capital
Washington
$286K +$20.8K +206 +10%
HG
4338
Harbor Group
New Hampshire
$285K +$6.37K +63 +3%
NC
4339
NBW Capital
Massachusetts
$284K +$233K +2,300 New
RPA
4340
Rock Point Advisors
Vermont
$283K -$25.3K -250 -10%
FPIS
4341
Financial Planning & Information Services
Wisconsin
$282K +$231K +2,280 New
PPW
4342
Presilium Private Wealth
Pennsylvania
$281K +$4.75K +47 +2%
MFA
4343
Millington Financial Advisors
Illinois
$280K – – –
PWMG
4344
Pinnacle Wealth Management Group
Michigan
$280K +$229K +2,265 New
CRIG
4345
Charter Research & Investment Group
Connecticut
$279K -$50.6K -500 -18%
SC
4346
Steph & Co
Wisconsin
$279K +$28.3K +280 +14%
TWP
4347
Total Wealth Planning
Ohio
$278K +$222K +2,197 New
IPA
4348
Investment Planning Advisors
Georgia
$278K +$227K +2,246 New
FPWM
4349
FSB Premier Wealth Management
Iowa
$277K +$227K +2,245 New
CWP
4350
Corepath Wealth Partners
Arizona
$277K +$219K +2,163 New