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Name Holding Trade Value Shares
Change
Change in
Stake
CGA
2526
Crescent Grove Advisors
Illinois
$225K +$2.74K +20 +1%
GP
2527
Greenline Partners
New York
$224K -$1.51K -11 -0.7%
SAIG
2528
Semper Augustus Investments Group
Colorado
$224K – – –
MWM
2529
Merriman Wealth Management
Washington
$224K +$18.8K +137 +9%
AFA
2530
American Financial Advisors
Georgia
$223K +$1.37K +10 +0.6%
PCA
2531
Peddock Capital Advisors
Massachusetts
$223K +$24K +175 +13%
BWFA
2532
Baltimore-Washington Financial Advisors
Maryland
$223K +$216K +1,577 New
W
2533
Wealthquest
Ohio
$222K -$137 -1 -0.1%
3F
2534
360 Financial
Minnesota
$221K -$8.23K -60 -4%
CCM
2535
Colorado Capital Management
Colorado
$221K – – –
TA
2536
Trellis Advisors
Washington
$221K +$1.1K +8 +0.5%
OLA
2537
Oliver Luxxe Assets
New Jersey
$221K +$214K +1,560 New
FWP
2538
Firethorn Wealth Partners
Georgia
$220K -$16.6K -121 -7%
CIA
2539
Cohen Investment Advisors
New Hampshire
$220K – – –
DS
2540
DRW Securities
Illinois
$219K +$212K +1,548 New
NFG
2541
Northeast Financial Group
Pennsylvania
$218K +$412 +3 +0.2%
CWA
2542
Canvas Wealth Advisors
Kansas
$218K +$209K +1,523 New
JWM
2543
Janiczek Wealth Management
Colorado
$217K -$14.4K -105 -6%
PFWA
2544
Paces Ferry Wealth Advisors
Georgia
$217K +$24.7K +180 +13%
OWA
2545
Opal Wealth Advisors
New York
$217K +$211K +1,536 New
IWP
2546
IAG Wealth Partners
Wisconsin
$216K – – –
CWM
2547
Chronos Wealth Management
Florida
$216K +$209K +1,525 New
HWM
2548
HighMark Wealth Management
Minnesota
$215K -$40.8K -297 -16%
OFA
2549
Oak Family Advisors
Illinois
$215K – – –
SEIA
2550
Signature Estate & Investment Advisors
California
$215K – – –