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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1751
WMS Partners
Maryland
$709K +$201K +1,149 +47%
CP
1752
Canopy Partners
Ohio
$709K -$33.6K -192 -5%
PWA
1753
PCG Wealth Advisors
Kansas
$708K -$12.6K -72 -2%
AC
1754
ASB Consultores
Florida
$705K -$404K -2,310 -39%
BWM
1755
Buckley Wealth Management
Nevada
$704K
MCC
1756
Money Concepts Capital
Florida
$704K +$4.02K +23 +0.7%
FFG
1757
Fiduciary Financial Group
California
$703K +$479K +2,742 New
FCA
1758
FLC Capital Advisors
California
$703K +$3.5K +20 +0.6%
CWA
1759
Choice Wealth Advisors
Maine
$702K
CIA
1760
Compass Ion Advisors
Pennsylvania
$701K
CAM
1761
Columbia Asset Management
Michigan
$700K +$60.3K +345 +11%
TCWA
1762
Turtle Creek Wealth Advisors
Texas
$699K +$195K +1,116 +46%
AW
1763
Alaethes Wealth
Nevada
$697K +$1.92K +11 +0.3%
NL
1764
NDWM LLC
California
$697K -$21.8K -125 -3%
CCA
1765
Clearwater Capital Advisors
Illinois
$697K +$46.1K +264 +8%
JWBC
1766
J.W. Burns & Co
New York
$697K +$50K +286 +9%
AWS
1767
Aspen Wealth Strategies
Colorado
$696K -$44.9K -257 -8%
MFG
1768
Menard Financial Group
Texas
$691K +$70.3K +402 +13%
VF
1769
Vista Finance
Missouri
$690K
Legacy Financial Group (Iowa)
1770
Legacy Financial Group (Iowa)
Iowa
$689K +$55.9K +320 +10%
CC
1771
Cypress Capital
Tennessee
$688K +$98.6K +564 +19%
MW
1772
Maia Wealth
Colorado
$688K +$476K +2,724 New
AIA
1773
AIMZ Investment Advisors
California
$688K +$1.75K +10 +0.3%
PIM
1774
Penobscot Investment Management
Massachusetts
$686K -$210K -1,200 -26%
RWPA
1775
Richard W. Paul & Associates
Michigan
$685K -$7.87K -45 -1%