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Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
1751
Walled Lake Planning & Wealth Management
Illinois
$222K +$191K +1,255 New
QAM
1752
Q3 Asset Management
Michigan
$222K +$192K +1,262 New
HUB Investment Partners
1753
HUB Investment Partners
Texas
$221K +$190K +1,247 New
LFA
1754
Laraway Financial Advisors
Minnesota
$221K +$189K +1,245 New
WAM
1755
Walker Asset Management
Missouri
$221K +$189K +1,245 New
RA
1756
Rise Advisors
New York
$220K +$38.9K +256 +26%
BWP
1757
Balboa Wealth Partners
Arizona
$220K +$189K +1,241 New
S
1758
Sachetta
Massachusetts
$219K – – –
SWM
1759
SFG Wealth Management
Maryland
$219K +$188K +1,237 New
RWMG
1760
Redwood Wealth Management Group
New Jersey
$219K +$188K +1,237 New
KPWG
1761
KFA Private Wealth Group
Virginia
$219K +$188K +1,236 New
BFA
1762
Bright Financial Advisors
Michigan
$219K +$210K +1,378 New
SWM
1763
Silverlake Wealth Management
Vermont
$218K +$188K +1,233 New
SFG
1764
Sunburst Financial Group
Alabama
$218K +$187K +1,228 New
SAW
1765
Signal Advisors Wealth
Michigan
$218K -$89.8K -590 -32%
QPWM
1766
Quadrant Private Wealth Management
Pennsylvania
$218K +$187K +1,230 New
SCM
1767
Steele Capital Management
Iowa
$218K +$187K +1,229 New
LA
1768
Lifeworks Advisors
Michigan
$218K +$187K +1,229 New
CCA
1769
Cobblestone Capital Advisors
New York
$217K +$187K +1,226 New
SC
1770
Solstein Capital
California
$217K +$186K +1,224 New
CT
1771
Cambridge Trust
Massachusetts
$217K -$49.6K -326 -21%
BCM
1772
Boltwood Capital Management
California
$217K +$186K +1,222 New
LCM
1773
LCM Capital Management
Illinois
$216K +$186K +1,221 New
PFWA
1774
Paces Ferry Wealth Advisors
Georgia
$216K +$186K +1,220 New
AA
1775
Addison Advisors
Vermont
$215K +$6.39K +42 +4%