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Name Holding Trade Value Shares
Change
Change in
Stake
WP
2276
WealthShield Partners
North Carolina
$374K +$41.5K +1,067 +13%
AWMF
2277
Arbor Wealth Management (Florida)
Florida
$373K -$14.5K -374 -4%
LWMG
2278
Levy Wealth Management Group
Pennsylvania
$373K +$143K +3,681 +63%
FFA
2279
Freedman Financial Associates
Massachusetts
$372K -$66.1K -1,700 -15%
BCA
2280
Biltmore Capital Advisors
New Jersey
$372K +$30K +772 +9%
Clark Capital Management Group
2281
Clark Capital Management Group
Pennsylvania
$372K +$57.7K +1,484 +18%
GCA
2282
Gradient Capital Advisors
California
$368K +$52.3K +1,346 +17%
CFAM
2283
Center For Asset Management
Florida
$368K +$69.6K +1,790 +24%
NJBEST
2284
New Jersey Better Educational Savings Trust
New Jersey
$367K – – –
AAM
2285
Aureus Asset Management
Massachusetts
$367K +$365K +9,380 New
PCMC
2286
Private Capital Management (Colorado)
Colorado
$366K -$11.8K -303 -3%
BCP
2287
Blue Chip Partners
Michigan
$366K +$1.79K +46 +0.5%
SFP
2288
Sterling Financial Planning
New Jersey
$364K -$54.3K -1,396 -13%
TWM
2289
TriaGen Wealth Management
California
$364K -$17.5K -450 -5%
KWM
2290
Keebeck Wealth Management
Illinois
$364K – – –
Voloridge Investment Management
2291
Voloridge Investment Management
Florida
$363K +$361K +9,274 New
FEM
2292
Fulcrum Equity Management
Texas
$361K +$83.2K +2,139 +30%
HFA
2293
High Falls Advisors
New York
$360K -$7.97K -205 -2%
WRM
2294
Weybosset Research & Management
Rhode Island
$360K – – –
OL
2295
Optas LLC
Texas
$360K +$5.09K +131 +1%
DWP
2296
Destiny Wealth Partners
Florida
$359K +$244K +6,285 +218%
RWB
2297
RMR Wealth Builders
New Jersey
$358K -$170K -4,374 -32%
CW
2298
Cabot-Wellington
Massachusetts
$358K – – –
MCM
2299
Monument Capital Management
Virginia
$358K +$137K +3,534 +63%
SDWMA
2300
Schneider Downs Wealth Management Advisors
Pennsylvania
$357K +$5.87K +151 +2%