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Name Holding Trade Value Shares
Change
Change in
Stake
MWC
2101
MBM Wealth Consultants
Missouri
$330K -$7.8K -316 -2%
CSI
2102
Cross Staff Investments
New York
$330K +$25 +1 +0%
ICP
2103
Impact Capital Partners
Colorado
$330K +$15.5K +629 +5%
BWA
2104
Burt Wealth Advisors
Maryland
$329K +$444 +18 +0.1%
CFO
2105
CVA Family Office
Colorado
$329K +$10.2K +413 +3%
R.M. Davis Inc
2106
R.M. Davis Inc
Maine
$328K -$16.2K -655 -5%
FWP
2107
Forefront Wealth Partners
Texas
$327K +$317K +12,830 New
CFSG
2108
Community Financial Services Group
Vermont
$327K -$13K -526 -4%
ACGA
2109
Atlanta Consulting Group Advisors
Georgia
$327K – – –
GCA
2110
Gradient Capital Advisors
California
$326K +$57.7K +2,336 +22%
HRC
2111
Hoertkorn Richard Charles
$326K +$186K +7,550 +144%
IGGA
2112
Iron Gate Global Advisors
Utah
$324K -$140K -5,664 -31%
TCBWMS
2113
Texas Capital Bank Wealth Management Services
Texas
$323K +$312K +12,661 New
ACP
2114
Argyle Capital Partners
California
$322K -$32.8K -1,330 -10%
ABN AMRO Bank
2115
ABN AMRO Bank
Netherlands
$322K +$313K +12,673 New
I2I
2116
Insight 2811 Inc
Illinois
$322K +$15.1K +613 +5%
SMA
2117
Seven Mile Advisory
New Jersey
$321K +$79K +3,200 +34%
SIA
2118
SeaBridge Investment Advisors
New Jersey
$321K -$6.91K -280 -2%
CFD
2119
Creative Financial Designs
Indiana
$321K +$3.18K +129 +1%
PFT
2120
Providence First Trust
Arizona
$321K -$23.2K -940 -7%
LEA
2121
Legacy Edge Advisors
New York
$321K -$370 -15 -0.1%
FA
2122
Forefront Analytics
Pennsylvania
$320K -$21K -850 -6%
MWA
2123
MN Wealth Advisors
Kansas
$320K -$95K -3,848 -23%
JTWM
2124
Jackson Thornton Wealth Management
Alabama
$320K +$45.9K +1,858 +18%
BOPW
2125
Brandywine Oak Private Wealth
Pennsylvania
$320K -$26K -1,055 -8%