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Name Holding Trade Value Shares
Change
Change in
Stake
WA
2101
Westfuller Advisors
New York
$434K +$8.31K +34 +2%
IWN
2102
Independent Wealth Network
Iowa
$434K -$3.42K -14 -0.9%
PPG
2103
Peak Planning Group
Colorado
$433K +$379K +1,551 New
TWM
2104
Tanager Wealth Management
United Kingdom
$431K – – –
SDWIA
2105
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$431K – – –
DA
2106
Dash Acquisitions
California
$430K +$56K +229 +19%
OWP
2107
ORG Wealth Partners
Texas
$429K +$58.4K +239 +18%
HTC
2108
Haverford Trust Company
Pennsylvania
$427K -$9.78K -40 -3%
AWM
2109
Avaii Wealth Management
Wisconsin
$426K -$72.4K -296 -16%
EPM
2110
Elm Partners Management
Pennsylvania
$426K +$3.42K +14 +0.9%
WP
2111
WealthPLAN Partners
Nebraska
$426K +$373K +1,525 New
TFP
2112
Tilia Fiduciary Partners
North Carolina
$425K -$14.9K -61 -4%
GFG
2113
Goldstone Financial Group
Illinois
$425K +$17.6K +72 +5%
VAM
2114
Vienna Asset Management
California
$425K -$1.26M -5,150 -77%
AA
2115
Apriem Advisors
California
$423K -$84.1K -344 -19%
CAC
2116
Certified Advisory Corp
Florida
$423K +$15.7K +64 +4%
EL
2117
EWA LLC
Pennsylvania
$422K +$6.36K +26 +2%
EFG
2118
Ethos Financial Group
Pennsylvania
$422K +$79.2K +324 +27%
ALA
2119
Atlas Legacy Advisors
California
$421K +$126K +516 +52%
IIC
2120
Integrated Investment Consultants
Michigan
$420K -$1.22K -5 -0.3%
HBCM
2121
Heron Bay Capital Management
Michigan
$420K -$682K -2,789 -65%
WRPWM
2122
Werba Rubin Papier Wealth Management
California
$420K -$978 -4 -0.3%
IA
2123
Inspire Advisors
Idaho
$419K -$13.2K -54 -3%
FA
2124
Fortis Advisors
Pennsylvania
$419K – – –
OPW
2125
Osprey Private Wealth
New York
$419K – – –