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Name Holding Trade Value Shares
Change
Change in
Stake
CPW
4601
Crestmont Private Wealth
Texas
$691K -$325K -2,581 -37%
MKW
4602
Mullaney, Keating & Wright
Connecticut
$689K – – –
AIA
4603
Aventus Investment Advisors
Florida
$689K +$549K +4,362 New
LIM
4604
Loudon Investment Management
New Hampshire
$688K +$298K +2,369 +119%
VCAM
4605
Van Cleef Asset Management
Ohio
$688K -$50.1K -398 -8%
BAS
4606
Brueske Advisory Services
Washington
$687K +$64.2K +510 +13%
Alesco Advisors
4607
Alesco Advisors
New York
$687K +$49.5K +393 +10%
SPAS
4608
Spectrum Planning & Advisory Services
California
$687K +$290K +2,302 +113%
CPP
4609
Capasso Planning Partners
South Carolina
$686K +$3.77K +30 +0.7%
IWA
4610
Integrity Wealth Advisors
California
$686K +$21K +167 +4%
FF
4611
Foronjy Financial
California
$684K +$545K +4,330 New
SA
4612
Skyline Advisors
Washington
$684K -$755 -6 -0.1%
KOMWMG
4613
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$682K -$2.61M -20,776 -83%
CWM
4614
Collaborative Wealth Management
Florida
$681K +$4.41K +35 +0.8%
FWMM
4615
Foundation Wealth Management (Missouri)
Missouri
$680K +$224K +1,779 +70%
FWM
4616
FSA Wealth Management
Massachusetts
$680K +$3.02K +24 +0.6%
TCPW
4617
Twin City Private Wealth
North Carolina
$679K +$10.7K +85 +2%
TF
4618
Tandem Financial
Colorado
$678K -$11.3K -90 -2%
KV
4619
Kickstand Ventures
New York
$678K +$6.42K +51 +1%
CP
4620
Capital Planning
Washington
$676K -$425K -3,375 -44%
SEEDPG
4621
S.E.E.D. Planning Group
New York
$675K +$163K +1,292 +43%
HWMG
4622
Hurlow Wealth Management Group
Indiana
$674K +$174K +1,386 +48%
AWP
4623
Axis Wealth Partners
Rhode Island
$673K +$10.4K +83 +2%
Delta Accumulation LLC
4624
Delta Accumulation LLC
California
$673K +$68.1K +541 +11%
LI
4625
Louisbourg Investments
New Brunswick, Canada
$672K +$13.2K +105 +3%