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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1651
CM Wealth Advisors
Ohio
$317K – – –
PWP
1652
Pursue Wealth Partners
California
$317K +$277K +1,825 New
GCP
1653
GSA Capital Partners
United Kingdom
$317K +$276K +1,822 New
NFG
1654
Nadler Financial Group
Illinois
$317K +$50.8K +335 +23%
WWM
1655
WJ Wealth Management
Arizona
$316K +$276K +1,820 New
FFG
1656
Fiduciary Financial Group
California
$315K +$257K +1,693 New
NCG
1657
Newport Capital Group
New Jersey
$315K +$275K +1,811 New
WC
1658
Waterloo Capital
Texas
$315K +$27.6K +182 +11%
AA
1659
Addison Advisors
Vermont
$315K -$8.49K -56 -3%
GKWIM
1660
Gerber Kawasaki Wealth & Investment Management
California
$314K -$18.7K -123 -6%
GC
1661
Gratus Capital
Georgia
$314K +$21.2K +140 +8%
CPWA
1662
Cerro Pacific Wealth Advisors
California
$313K +$274K +1,804 New
AWM
1663
Avaii Wealth Management
Wisconsin
$313K +$10.3K +68 +4%
FA
1664
Fortis Advisors
Pennsylvania
$313K -$30.3K -200 -10%
HWP
1665
Heritage Wealth Partners
Ohio
$311K +$271K +1,787 New
PA
1666
Probity Advisors
Texas
$309K -$22.6K -149 -8%
GHAM
1667
Gilman Hill Asset Management
Connecticut
$309K +$270K +1,777 New
BWA
1668
Bordeaux Wealth Advisors
California
$308K -$3.34K -22 -1%
PMG
1669
ProVise Management Group
Florida
$307K +$13.5K +89 +5%
CWS
1670
Cypress Wealth Services
California
$307K +$31.9K +210 +13%
ADL
1671
Asset Dedication LLC
California
$307K +$53.1K +350 +25%
RFA
1672
Rollins Financial Advisors
New York
$307K +$268K +1,764 New
AWM
1673
Ameliora Wealth Management
Switzerland
$305K – – –
WWMSC
1674
Wagner Wealth Management (South Carolina)
South Carolina
$305K +$6.98K +46 +3%
SWP
1675
Strategic Wealth Partners
Ohio
$304K +$265K +1,747 New