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Name Holding Trade Value Shares
Change
Change in
Stake
WA
2651
Winter & Associates
Minnesota
$532K +$4.46K +11 +1%
CWMGO
2652
Capstone Wealth Management Group (Oregon)
Oregon
$531K – – –
HWP
2653
Hibernia Wealth Partners
Louisiana
$531K -$534K -1,316 -54%
AWA
2654
ARQ Wealth Advisors
Arizona
$530K +$85.2K +210 +20%
CD
2655
Chapin Davis
Maryland
$530K -$414K -1,020 -48%
AFA
2656
Allium Financial Advisors
Oregon
$529K +$5.68K +14 +1%
BFA
2657
Beacon Financial Advisory
Ohio
$529K +$17K +42 +4%
KFI
2658
Kachkovsky & Fisher Inc
California
$527K +$448K +1,104 New
SIC
2659
SFE Investment Counsel
California
$527K -$33.3K -82 -7%
PCM
2660
Praxis Capital Management
Illinois
$525K +$36.5K +90 +9%
STA
2661
Shade Tree Advisors
New York
$522K +$42.2K +104 +11%
FFO
2662
Fiduciary Family Office
Florida
$522K +$51.5K +127 +13%
GWWM
2663
Great Waters Wealth Management
Minnesota
$521K -$2.44K -6 -0.5%
FG
2664
Fiduciary Group
Georgia
$520K +$18.3K +45 +4%
TAFW
2665
Tred Avon Family Wealth
Maryland
$520K -$19.1K -47 -4%
PK
2666
Pflug Koory
Nebraska
$519K – – –
EFP
2667
Elser Financial Planning
Indiana
$516K +$10.1K +25 +2%
RW
2668
REDW Wealth
New Mexico
$514K -$812 -2 -0.2%
AWM
2669
Apex Wealth Management
New Hampshire
$514K +$18.7K +46 +4%
CCWM
2670
Cassaday & Co Wealth Management
Virginia
$514K -$67.4K -166 -13%
TFM
2671
TFC Financial Management
Massachusetts
$514K +$56K +138 +15%
LK
2672
Lumbard & Kellner
New Hampshire
$513K +$54.4K +134 +14%
WP
2673
WealthShield Partners
North Carolina
$513K +$110K +270 +34%
RCWM
2674
Red Crane Wealth Management
California
$512K – – –
AFAS
2675
Acorn Financial Advisory Services
Virginia
$511K -$142K -349 -25%