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Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
2051
Ritter Daniher Financial Advisory
Ohio
$449K
WFAG
2052
Wescott Financial Advisory Group
Pennsylvania
$449K +$219K +7,522 +94%
NC
2053
nVerses Capital
Florida
$449K +$274K +9,400 +154%
TAM
2054
Titleist Asset Management
Texas
$446K -$28.6K -981 -6%
AFP
2055
Ausdal Financial Partners
Iowa
$446K +$12.5K +429 +3%
WKSWA
2056
White Knight Strategic Wealth Advisors
New Jersey
$445K
MSWM
2057
McGlone Suttner Wealth Management
Wisconsin
$445K +$67.4K +2,311 +18%
CGH
2058
CMG Global Holdings
Texas
$444K -$2.92K -100 -0.6%
PRI
2059
Prepared Retirement Institute
Pennsylvania
$443K -$233 -8 -0.1%
EW
2060
Element Wealth
Mississippi
$443K +$24.2K +830 +6%
TPWM
2061
Twelve Points Wealth Management
Massachusetts
$443K +$5.89K +202 +1%
FEM
2062
Fulcrum Equity Management
Texas
$442K -$38.5K -1,321 -8%
QC
2063
Quent Capital
New York
$442K +$58K +1,987 +15%
RZH
2064
Relyea Zuckerberg Hanson
Connecticut
$441K +$55.5K +1,904 +14%
BFWA
2065
Benchmark Financial Wealth Advisors
Florida
$441K -$4.52K -155 -1%
TWA
2066
TCI Wealth Advisors
Arizona
$440K +$16.6K +570 +4%
RWM
2067
RKL Wealth Management
Pennsylvania
$440K -$11.9K -409 -3%
TA
2068
TFB Advisors
Kansas
$438K -$4.96K -170 -1%
TCM
2069
Towercrest Capital Management
Pennsylvania
$437K
C
2070
CEDRUS
Colorado
$435K +$54K +1,850 +14%
NCM
2071
Neumann Capital Management
California
$434K -$125K -4,300 -22%
WAG
2072
Wallace Advisory Group
California
$434K
BRM
2073
Boston Research & Management
Massachusetts
$434K -$50.6K -1,736 -10%
AL
2074
ACAS LLC
California
$434K
WPA
2075
Winning Points Advisors
Florida
$433K +$394K +13,501 New