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Name Holding Trade Value Shares
Change
Change in
Stake
IWN
2101
Independent Wealth Network
Iowa
$434K -$3.42K -14 -0.9%
PPG
2102
Peak Planning Group
Colorado
$433K +$379K +1,551 New
TWM
2103
Tanager Wealth Management
United Kingdom
$431K
SDWIA
2104
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$431K
DA
2105
Dash Acquisitions
California
$430K +$56K +229 +19%
OWP
2106
ORG Wealth Partners
Texas
$429K +$58.4K +239 +18%
HTC
2107
Haverford Trust Company
Pennsylvania
$427K -$9.78K -40 -3%
AWM
2108
Avaii Wealth Management
Wisconsin
$426K -$72.4K -296 -16%
EPM
2109
Elm Partners Management
Pennsylvania
$426K +$3.42K +14 +0.9%
WP
2110
WealthPLAN Partners
Nebraska
$426K +$373K +1,525 New
TFP
2111
Tilia Fiduciary Partners
North Carolina
$425K -$14.9K -61 -4%
GFG
2112
Goldstone Financial Group
Illinois
$425K +$17.6K +72 +5%
VAM
2113
Vienna Asset Management
California
$425K -$1.26M -5,150 -77%
AA
2114
Apriem Advisors
California
$423K -$84.1K -344 -19%
CAC
2115
Certified Advisory Corp
Florida
$423K +$15.7K +64 +4%
EL
2116
EWA LLC
Pennsylvania
$422K +$6.36K +26 +2%
EFG
2117
Ethos Financial Group
Pennsylvania
$422K +$79.2K +324 +27%
ALA
2118
Atlas Legacy Advisors
California
$421K +$126K +516 +52%
IIC
2119
Integrated Investment Consultants
Michigan
$420K -$1.22K -5 -0.3%
HBCM
2120
Heron Bay Capital Management
Michigan
$420K -$682K -2,789 -65%
WRPWM
2121
Werba Rubin Papier Wealth Management
California
$420K -$978 -4 -0.3%
IA
2122
Inspire Advisors
Idaho
$419K -$13.2K -54 -3%
FA
2123
Fortis Advisors
Pennsylvania
$419K
OPW
2124
Osprey Private Wealth
New York
$419K
AWM
2125
Accurate Wealth Management
Florida
$418K +$5.38K +22 +2%