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Name Holding Trade Value Shares
Change
Change in
Stake
WH
1851
Willner & Heller
California
$366K
BWM
1852
Birchcreek Wealth Management
Ohio
$366K +$36.2K +187 +11%
PSP
1853
Principal Street Partners
Tennessee
$364K -$82.8K -428 -19%
TFA
1854
Teamwork Financial Advisors
Texas
$363K -$194 -1 -0.1%
AWM
1855
AllSquare Wealth Management
New York
$362K
SWA
1856
SOA Wealth Advisors
New York
$362K +$69.3K +358 +24%
CD
1857
Chapin Davis
Maryland
$361K
GWS
1858
Greykasell Wealth Strategies
California
$358K +$351K +1,815 New
EC
1859
EntryPoint Capital
New York
$354K +$115K +595 +50%
SFC
1860
Strategic Financial Concepts
Texas
$354K +$347K +1,795 New
IIA
1861
IPG Investment Advisors
California
$354K +$103K +531 +42%
WIM
1862
WealthPlan Investment Management
Nebraska
$354K +$105K +541 +43%
NCG
1863
Newport Capital Group
New Jersey
$353K
FM
1864
Foster & Motley
Ohio
$353K
KCM
1865
KRS Capital Management
Michigan
$353K +$54.2K +280 +19%
IIC
1866
Integrated Investment Consultants
Michigan
$353K +$46.4K +240 +16%
SXL
1867
Summit X LLC
Missouri
$351K +$93.7K +484 +37%
FPL
1868
Fortress Private Ledger
North Carolina
$349K +$342K +1,767 New
PMG
1869
ProVise Management Group
Florida
$348K -$58.3K -301 -15%
CFG
1870
Certior Financial Group
Pennsylvania
$348K +$341K +1,762 New
FSA
1871
Financial Security Advisor
Virginia
$348K -$2.32K -12 -0.7%
FC
1872
FCA Corp
Texas
$348K
HI
1873
Hoey Investments
Pennsylvania
$347K +$261K +1,348 +329%
GF
1874
Gries Financial
Ohio
$347K +$340K +1,757 New
AAM
1875
Austin Asset Management
Texas
$347K +$1.94K +10 +0.6%