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Name Holding Trade Value Shares
Change
Change in
Stake
GWA
2601
GGM Wealth Advisors
Maryland
$200K -$83.1K -537 -30%
SPWG
2602
Sage Private Wealth Group
Illinois
$198K -$4.33K -28 -2%
TCWA
2603
Ten Capital Wealth Advisors
Washington
$197K -$322K -2,083 -61%
FP
2604
Financial Perspectives
Minnesota
$192K – – –
SC
2605
Sierra Capital
Florida
$191K – – –
AL
2606
ADE LLC
Maryland
$189K -$31.3K -202 -14%
JEST
2607
JTC Employer Solutions Trustee
Jersey
$189K – – –
SN
2608
Sittner & Nelson
Oregon
$189K – – –
PCH
2609
PGIM Custom Harvest
New Jersey
$180K – – –
SSC
2610
Syverson Strege & Co
Iowa
$172K +$929 +6 +0.5%
MHR
2611
Matthew Hamilton Rosenberg
$169K +$9.44K +61 +6%
CFO
2612
CVA Family Office
Colorado
$164K -$278K -1,794 -60%
CWAF
2613
Core Wealth Advisors (Florida)
Florida
$163K – – –
CDIA
2614
Capital Directions Investment Advisors
Georgia
$153K +$3.56K +23 +2%
EI
2615
Ellevest Inc
New York
$150K +$21.2K +137 +16%
SCM
2616
Silvant Capital Management
Georgia
$146K – – –
LWP
2617
Lumature Wealth Partners
Georgia
$144K -$19.5K -126 -12%
LAS
2618
Lloyd Advisory Services
Georgia
$143K -$2.02M -13,039 -93%
HRC
2619
Hoertkorn Richard Charles
$140K – – –
RBC
2620
Roble Belko & Company
Pennsylvania
$135K – – –
EL
2621
EMFO LLC
Florida
$131K – – –
IRC
2622
Investors Research Corp
Georgia
$130K – – –
CPC
2623
Consolidated Planning Corp
Georgia
$129K +$132K +856 New
NOI
2624
Newton One Investments
Delaware
$127K +$155 +1 +0.1%
AFS
2625
Annapolis Financial Services
Maryland
$127K +$6.35K +41 +5%