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Name Holding Trade Value Shares
Change
Change in
Stake
CHA
2451
Cooper/Haims Advisors
New York
$511K -$15.6K -100 -3%
MQWP
2452
Morey & Quinn Wealth Partners
Nebraska
$511K
BTWM
2453
Baker Tilly Wealth Management
Wisconsin
$511K -$779 -5 -0.2%
GWA
2454
Gratus Wealth Advisors
Virginia
$509K +$32.3K +207 +7%
SRA
2455
Secured Retirement Advisors
Minnesota
$509K -$66.8K -429 -12%
I2I
2456
Insight 2811 Inc
Illinois
$508K +$79.6K +511 +19%
RS
2457
R Squared
Hong Kong
$507K +$254K +1,632 +100%
FA
2458
Fagan Associates
New York
$506K +$623 +4 +0.1%
CAC
2459
Certified Advisory Corp
Florida
$506K +$39.3K +252 +8%
FCA
2460
FLC Capital Advisors
California
$505K -$3.58K -23 -0.7%
CWA
2461
Crux Wealth Advisors
California
$505K +$10.8K +69 +2%
BWFA
2462
Baltimore-Washington Financial Advisors
Maryland
$505K +$251K +1,610 +98%
MWM
2463
Mattern Wealth Management
Kansas
$504K -$2.49K -16 -0.5%
MF
2464
Magnetar Financial
Illinois
$503K +$500K +3,209 New
TAM
2465
Titleist Asset Management
Texas
$503K -$31.6K -203 -6%
BWM
2466
BNB Wealth Management
Maryland
$502K +$1.25K +8 +0.2%
CWMGO
2467
Capstone Wealth Management Group (Oregon)
Oregon
$501K +$6.39K +41 +1%
ABLA
2468
Alan B. Lancz & Associates
Ohio
$501K +$104K +669 +26%
NQWM
2469
Northwest Quadrant Wealth Management
Oregon
$500K -$32.4K -208 -6%
SP
2470
Stonebrook Private
Michigan
$500K +$61.2K +393 +14%
CCM
2471
Compass Capital Management
Minnesota
$499K -$133K -856 -21%
GFA
2472
Gallagher Fiduciary Advisors
Illinois
$499K -$40.8K -262 -8%
1CP
2473
17 Capital Partners
Arizona
$499K +$98.3K +631 +24%
CF
2474
Claris Financial
Virginia
$499K -$156 -1 -0%
WHCI
2475
W.H. Cornerstone Investments
Massachusetts
$499K +$255K +1,635 +104%