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Name Holding Trade Value Shares
Change
Change in
Stake
WA
5376
Wilmar Advisors
Florida
$600K +$206K +1,000 +50%
HA
5377
HFG Advisors
Ohio
$596K -$115K -560 -16%
FF
5378
Fortitude Financial
Washington
$595K -$29.8K -145 -5%
SAP
5379
Strategic Advisory Partners
North Carolina
$592K +$206 +1 +0%
OAG
5380
Oakmont Advisory Group
New Mexico
$590K +$25.9K +126 +4%
BWM
5381
Buska Wealth Management
Wisconsin
$590K +$162K +786 +36%
BF
5382
Blankinship & Foster
California
$590K -$177K -860 -23%
TIP
5383
Torray Investment Partners
Maryland
$588K -$24.1K -117 -4%
4PL
5384
46 Peaks LLC
Pennsylvania
$587K +$603K +2,935 New
AWP
5385
Accretive Wealth Partners
New Jersey
$584K -$822 -4 -0.1%
WFL
5386
Wealth Forward LLC
North Dakota
$583K +$4.73K +23 +0.8%
HIA
5387
Highland Investment Advisors
Florida
$583K +$599K +2,913 New
PWM
5388
PMG Wealth Management
Illinois
$582K -$9.25K -45 -2%
AP
5389
Aspect Partners
Virginia
$582K -$64.4K -313 -10%
AA
5390
Advisory Advocates
Michigan
$582K +$9.46K +46 +2%
MWP
5391
MYCIO Wealth Partners
Pennsylvania
$581K -$822 -4 -0.1%
PF
5392
PlanVest Financial
Maryland
$580K +$34.7K +169 +6%
TC
5393
T3 Companies
New York
$578K +$594K +2,889 New
DWM
5394
DeLarme Wealth Management
California
$577K -$36K -175 -6%
CFG
5395
Clayton Financial Group
Missouri
$577K -$1.74M -8,446 -75%
KSWWM
5396
Keyes Stange & Wooten Wealth Management
Florida
$577K -$222K -1,078 -27%
BIA
5397
Barry Investment Advisors
Massachusetts
$577K +$2.06K +10 +0.3%
DWA
5398
Delta Wealth Advisors
Indiana
$577K +$7.2K +35 +1%
TCPW
5399
Twin City Private Wealth
North Carolina
$576K -$305K -1,485 -34%
NFGCM
5400
Norman Fields Gottscho Capital Management
New York
$574K – – –