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Name Holding Trade Value Shares
Change
Change in
Stake
CMA
5076
Cedar Mountain Advisors
Oregon
$760K -$33.9K -182 -4%
FA
5077
Fountainhead AM
New Jersey
$759K -$15.7M -84,265 -95%
IP
5078
Integras Partners
Georgia
$758K -$205K -1,104 -21%
GQG Partners
5079
GQG Partners
Florida
$758K -$454K -2,437 -37%
AAMA
5080
Advanced Asset Management Advisors
Ohio
$757K
RDFA
5081
Ritter Daniher Financial Advisory
Ohio
$754K +$107K +573 +17%
IAA
5082
Ironsides Asset Advisors
North Carolina
$754K -$236K -1,270 -24%
SIA
5083
Sage Investment Advisers
New York
$752K +$751K +4,033 New
SC
5084
Steph & Co
Wisconsin
$752K +$264K +1,418 +54%
RWP
5085
Ridgeline Wealth Planning
Ohio
$750K +$79.5K +427 +12%
PEWA
5086
Pacific Excel Wealth Advisors
California
$749K +$748K +4,019 New
BIM
5087
Barton Investment Management
Pennsylvania
$749K +$17.9K +96 +2%
TFG
5088
Taylor Financial Group
Virginia
$748K
GPW
5089
Gray Private Wealth
Massachusetts
$747K -$372 -2 -0%
ACM
5090
Avos Capital Management
Washington
$746K +$745K +4,002 New
HWM
5091
HBE Wealth Management
Nebraska
$746K +$745K +4,002 New
PP
5092
PFS Partners
New Jersey
$746K +$36.9K +198 +5%
KPF
5093
K2 Principal Fund
Ontario, Canada
$746K
HFS
5094
Horizon Financial Services
North Carolina
$746K +$63.1K +339 +9%
CPP
5095
Capasso Planning Partners
South Carolina
$746K -$15.4K -83 -2%
OL
5096
Odyssean LLC
Connecticut
$744K +$743K +3,989 New
HC
5097
Hurley Capital
New York
$742K -$119K -638 -14%
KOMWMG
5098
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$738K -$13.8K -74 -2%
VPP
5099
Vertex Planning Partners
Illinois
$738K -$1.12M -6,000 -60%
SCM
5100
Sterneck Capital Management
Missouri
$737K +$18.6K +100 +3%