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Name Holding Trade Value Shares
Change
Change in
Stake
CWMGP
2551
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$213K +$203K +606 New
SWP
2552
Summit Wealth Partners
Florida
$212K +$202K +603 New
PG
2553
Proffitt & Goodson
Tennessee
$212K -$185K -552 -48%
IF
2554
Ironwood Financial
Arizona
$212K +$25.2K +75 +14%
TI
2555
tru Independence
Oregon
$212K +$201K +600 New
RFN
2556
RDA Financial Network
Iowa
$212K +$202K +603 New
WAM
2557
Werlinich Asset Management
Connecticut
$211K +$201K +600 New
BHTS
2558
Bar Harbor Trust Services
Maine
$211K +$201K +600 New
HL
2559
HeadInvest LLC
Maine
$211K +$201K +600 New
Mawer Investment Management
2560
Mawer Investment Management
Alberta, Canada
$211K +$201K +600 New
TCFP
2561
Treasure Coast Financial Planning
Florida
$211K +$201K +600 New
RWA
2562
Roberts Wealth Advisors
California
$210K +$176K +525 New
SAM
2563
Sequent Asset Management
Texas
$210K +$199K +594 New
AMIM
2564
Aull & Monroe Investment Management
Alabama
$210K +$200K +597 New
MWM
2565
Madison Wealth Management
Ohio
$210K +$200K +597 New
SEM
2566
Strategic Equity Management
Arizona
$210K +$200K +597 New
WCA
2567
Waypoint Capital Advisors
Minnesota
$210K +$200K +597 New
UL
2568
Unionview LLC
Washington
$209K +$199K +594 New
AW
2569
Avion Wealth
Texas
$208K +$22.1K +66 +13%
CA
2570
CV Advisors
Florida
$208K +$198K +591 New
SFP
2571
Sandbox Financial Partners
Maryland
$207K -$99.6K -297 -34%
SCP
2572
Shorepoint Capital Partners
Massachusetts
$207K +$197K +588 New
SSWM
2573
Smith Salley Wealth Management
North Carolina
$207K +$197K +588 New
AA
2574
Alesco Advisors
New York
$206K +$196K +585 New
CIP
2575
Capital Insight Partners
Arizona
$206K +$196K +585 New