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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2076
Trueblood Wealth Management
Ohio
$443K +$465K +15,385 New
AC
2077
Apella Capital
Connecticut
$443K -$5.5K -182 -1%
MIA
2078
MeadowBrook Investment Advisors
Michigan
$442K +$464K +15,343 New
CWP
2079
Core Wealth Partners
California
$441K -$78.4K -2,594 -14%
WTFG
2080
Wells Trecaso Financial Group
Ohio
$441K -$1.87K -62 -0.4%
WAS
2081
Wealth Advisory Solutions
Indiana
$441K -$615K -20,334 -57%
CYG
2082
Clean Yield Group
Vermont
$439K -$11.5K -379 -2%
TWA
2083
TCI Wealth Advisors
Arizona
$438K +$20.6K +682 +5%
SW
2084
SkyOak Wealth
Michigan
$438K -$437K -14,450 -49%
KWM
2085
Kaydan Wealth Management
Michigan
$437K -$55K -1,818 -11%
VAM
2086
Verity Asset Management
North Carolina
$437K +$15.2K +502 +3%
SQA
2087
Simon Quick Advisors
New Jersey
$436K -$41.1K -1,360 -8%
LT
2088
Legacy Trust
Michigan
$435K -$393 -13 -0.1%
DA
2089
Dover Advisors
Virginia
$435K -$178K -5,876 -28%
SFG
2090
Sovereign Financial Group
Connecticut
$435K -$41.2K -1,363 -8%
CW
2091
Channel Wealth
California
$434K -$1.62M -53,720 -78%
CWM
2092
C2C Wealth Management
Arizona
$434K -$2.77M -91,598 -85%
CHP
2093
Cable Hill Partners
Oregon
$434K -$20.6K -682 -4%
FBC
2094
Fairfield, Bush & Co
Connecticut
$433K – – –
ML
2095
McAdam LLC
Pennsylvania
$432K +$32.1K +1,063 +8%
PCM
2096
Perritt Capital Management
Illinois
$432K -$137K -4,522 -23%
TFM
2097
TFC Financial Management
Massachusetts
$431K +$38.7K +1,280 +9%
SGCA
2098
Steel Grove Capital Advisors
Tennessee
$431K -$1.39M -45,907 -75%
EFG
2099
Ethos Financial Group
Pennsylvania
$430K -$59.1K -1,956 -12%
OL
2100
OneFund LLC
Florida
$430K +$451K +14,932 New