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Name Holding Trade Value Shares
Change
Change in
Stake
CSI
2101
Cross Staff Investments
New York
$330K +$25 +1 +0%
ICP
2102
Impact Capital Partners
Colorado
$330K +$15.5K +629 +5%
BWA
2103
Burt Wealth Advisors
Maryland
$329K +$444 +18 +0.1%
CFO
2104
CVA Family Office
Colorado
$329K +$10.2K +413 +3%
RMDI
2105
R.M. Davis Inc
Maine
$328K -$16.2K -655 -5%
FWP
2106
Forefront Wealth Partners
Texas
$327K +$317K +12,830 New
CFSG
2107
Community Financial Services Group
Vermont
$327K -$13K -526 -4%
ACGA
2108
Atlanta Consulting Group Advisors
Georgia
$327K
GCA
2109
Gradient Capital Advisors
California
$326K +$57.7K +2,336 +22%
HRC
2110
Hoertkorn Richard Charles
$326K +$186K +7,550 +144%
IGGA
2111
Iron Gate Global Advisors
Utah
$324K -$140K -5,664 -31%
TCBWMS
2112
Texas Capital Bank Wealth Management Services
Texas
$323K +$312K +12,661 New
ACP
2113
Argyle Capital Partners
California
$322K -$32.8K -1,330 -10%
AAB
2114
ABN AMRO Bank
Netherlands
$322K +$313K +12,673 New
I2I
2115
Insight 2811 Inc
Illinois
$322K +$15.1K +613 +5%
SMA
2116
Seven Mile Advisory
New Jersey
$321K +$79K +3,200 +34%
SIA
2117
SeaBridge Investment Advisors
New Jersey
$321K -$6.91K -280 -2%
CFD
2118
Creative Financial Designs
Indiana
$321K +$3.18K +129 +1%
PFT
2119
Providence First Trust
Arizona
$321K -$23.2K -940 -7%
LEA
2120
Legacy Edge Advisors
New York
$321K -$370 -15 -0.1%
FA
2121
Forefront Analytics
Pennsylvania
$320K -$21K -850 -6%
MWA
2122
MN Wealth Advisors
Kansas
$320K -$95K -3,848 -23%
JTWM
2123
Jackson Thornton Wealth Management
Alabama
$320K +$45.9K +1,858 +18%
BOPW
2124
Brandywine Oak Private Wealth
Pennsylvania
$320K -$26K -1,055 -8%
UAML
2125
US Asset Management LLC
Pennsylvania
$320K -$1.51K -61 -0.5%