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Name Holding Trade Value Shares
Change
Change in
Stake
TP
2401
Tranquility Partners
Tennessee
$541K -$28.9K -567 -5%
MFP
2402
Meridian Financial Partners
Virginia
$540K +$530K +10,396 New
SDH
2403
Sloy Dahl & Holst
Washington
$539K
ML
2404
McAdam LLC
Pennsylvania
$539K +$72.4K +1,420 +16%
BMM
2405
Berkshire Money Management
Massachusetts
$538K -$3.16K -62 -0.6%
OCPWS
2406
One Charles Private Wealth Services
Massachusetts
$538K +$51 +1 +0%
WQ
2407
Wealth Quarterback
New Jersey
$538K +$523K +10,269 New
3LCM
2408
3D/L Capital Management
Connecticut
$537K
WP
2409
Waycross Partners
Kentucky
$537K
IA
2410
IFG Advisors
Missouri
$537K +$561 +11 +0.1%
LWM
2411
Lyell Wealth Management
California
$537K +$41.8K +820 +9%
AMR
2412
Asset Management Resources
Massachusetts
$536K -$40.8K -800 -7%
AWA
2413
Acorn Wealth Advisors
Michigan
$536K -$13.5K -264 -3%
CAL
2414
Capital Advisors Ltd
Ohio
$535K +$3.72K +73 +0.7%
KP
2415
Keel Point
Alabama
$535K +$47.7K +936 +10%
CBC
2416
Coombe, Bender & Co
New York
$535K +$520K +10,209 New
PWA
2417
Phoenix Wealth Advisors
North Carolina
$534K -$3.21K -63 -0.6%
FFWM
2418
Future Financial Wealth Management
Ohio
$532K
PCM
2419
Pointe Capital Management
Michigan
$532K
FMP
2420
Financial Management Professionals
Texas
$529K +$26.3K +516 +5%
AA
2421
Aire Advisors
California
$528K +$139K +2,728 +38%
RCWM
2422
Royal Capital Wealth Management
Indiana
$525K -$95.3K -1,870 -16%
PC
2423
Port Capital
Illinois
$524K -$15.4K -302 -3%
KSWA
2424
Kathleen S. Wright Associates
Pennsylvania
$524K
MFG
2425
MTM Financial Group
Pennsylvania
$524K