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Name Holding Trade Value Shares
Change
Change in
Stake
WWP
4701
Waypoint Wealth Partners
California
$591K – – –
SPI
4702
Santori & Peters Inc
Pennsylvania
$589K +$1.26K +10 +0.3%
WCWM
4703
Willow Creek Wealth Management
California
$588K +$16.6K +132 +4%
CIEP
4704
Constellation Investimentos e Participacoes
Brazil
$588K -$7.55K -60 -2%
HIA
4705
HTG Investment Advisors
Connecticut
$585K -$14.3K -114 -3%
BFS
4706
Bare Financial Services
Pennsylvania
$583K +$126K +1,002 +37%
CWP
4707
Corepath Wealth Partners
Arizona
$583K -$48.2K -383 -9%
MFC
4708
Morris Financial Concepts
South Carolina
$583K -$6.29K -50 -1%
BWM
4709
Buska Wealth Management
Wisconsin
$582K +$202K +1,607 +77%
MTIM
4710
Marathon Trading Investment Management
Pennsylvania
$581K -$63.3M -503,220 -99%
CF
4711
Crosspoint Financial
California
$581K -$10.1K -80 -2%
CAG
4712
Compass Advisory Group
New York
$580K -$4.15K -33 -0.9%
FWMP
4713
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$577K +$12.8K +102 +3%
RIA
4714
Richwood Investment Advisors
Ohio
$577K – – –
NA
4715
Nottingham Advisors
New York
$575K -$50.7K -403 -10%
WFG
4716
Wills Financial Group
Virginia
$575K +$7.3K +58 +2%
TVM
4717
True Vision MN
Minnesota
$574K +$4.03K +32 +0.9%
DAS
4718
DMKC Advisory Services
Iowa
$574K +$39K +310 +10%
WC
4719
Wexford Capital
Florida
$574K +$64.9K +516 +17%
AWM
4720
Act Wealth Management
Texas
$574K -$249K -1,982 -35%
Causeway Capital Management
4721
Causeway Capital Management
California
$574K -$62K -493 -12%
SIAG
4722
Signet Investment Advisory Group
Rhode Island
$573K +$78.7K +625 +21%
MWM
4723
Mittelman Wealth Management
Massachusetts
$573K +$39.8K +316 +10%
MIM
4724
Macroview Investment Management
Maryland
$570K -$7.42K -59 -2%
MCM
4725
McRae Capital Management
New Jersey
$569K – – –