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Name Holding Trade Value Shares
Change
Change in
Stake
NWM
2451
Northcape Wealth Management
New York
$530K -$1.5M -31,253 -75%
VAFP
2452
Vahanian & Associates Financial Planning
New York
$528K +$24K +500 +5%
UAM
2453
UAS Asset Management
New York
$528K +$254K +5,301 +106%
LF
2454
LifeSteps Financial
California
$528K +$90.1K +1,880 +22%
SMWM
2455
Silvia McColl Wealth Management
California
$528K +$494K +10,298 New
OBGC
2456
O'Brien Greene & Co
Pennsylvania
$527K -$1.03M -21,547 -68%
TCMP
2457
Thrive Capital Management (Pennsylvania)
Pennsylvania
$527K +$69K +1,439 +16%
ECM
2458
Elgethun Capital Management
South Dakota
$525K -$181K -3,766 -27%
WP
2459
Waycross Partners
Kentucky
$525K
GAM
2460
Grandview Asset Management
Pennsylvania
$524K -$48.1K -1,003 -9%
OBWG
2461
Onyx Bridge Wealth Group
New York
$523K -$575 -12 -0.1%
WDL
2462
Well Done LLC
Michigan
$522K +$12.7K +264 +3%
COCM
2463
Charter Oak Capital Management
New Hampshire
$522K -$22.9K -477 -4%
LWM
2464
Lyell Wealth Management
California
$521K +$71.5K +1,491 +17%
LWMG
2465
Levy Wealth Management Group
Pennsylvania
$521K -$3.93K -82 -0.8%
ML
2466
McAdam LLC
Pennsylvania
$521K -$66.6K -1,390 -14%
EP
2467
Edgestream Partners
New Jersey
$521K +$149K +3,118 +44%
PJSIMP
2468
P.J. Schmidt Investment Management (PJS)
Wisconsin
$520K +$29.4K +613 +6%
PCM
2469
Pointe Capital Management
Michigan
$520K
PC
2470
Port Capital
Illinois
$519K -$25.1K -524 -5%
RWB
2471
RMR Wealth Builders
New Jersey
$519K -$26.1K -545 -5%
ZAM
2472
Zevin Asset Management
Massachusetts
$518K
RFN
2473
RDA Financial Network
Iowa
$517K +$5.85K +122 +1%
PFWA
2474
Paces Ferry Wealth Advisors
Georgia
$516K -$8.92K -186 -2%
MWP
2475
Meridian Wealth Partners
Pennsylvania
$516K +$50.8K +1,060 +12%