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Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna Advisors Group
2126
Susquehanna Advisors Group
Pennsylvania
$608K +$587K +2,000 New
Haverford Trust Company
2127
Haverford Trust Company
Pennsylvania
$607K +$138K +470 +31%
GCP
2128
GSA Capital Partners
United Kingdom
$605K -$235K -800 -29%
RFP
2129
Root Financial Partners
California
$604K +$102K +346 +21%
SA
2130
Sonoma Allocations
California
$604K -$81K -276 -14%
NLWP
2131
Next Level Wealth Planning
Idaho
$603K – – –
MCM
2132
Monarch Capital Management
Indiana
$602K – – –
RPC
2133
Rossmore Private Capital
Connecticut
$602K +$70.7K +241 +14%
PCA
2134
Prosperity Capital Advisors
Ohio
$601K +$40.5K +138 +7%
BF
2135
Brooklyn FI
New York
$601K – – –
ACM
2136
Aubrey Capital Management
United Kingdom
$600K +$587K +2,000 New
AWM
2137
Ameliora Wealth Management
Switzerland
$600K – – –
FHC
2138
First Heartland Consultants
Missouri
$600K +$27K +92 +5%
TWP
2139
Tower Wealth Partners
Pennsylvania
$600K +$20.2K +69 +4%
GHAM
2140
Gilman Hill Asset Management
Connecticut
$599K +$19.4K +66 +3%
HL
2141
HeadInvest LLC
Maine
$598K -$44K -150 -7%
CWM
2142
Chemistry Wealth Management
New York
$597K – – –
DF
2143
Dunhill Financial
United Kingdom
$596K +$17.3K +59 +3%
CFA
2144
Cahill Financial Advisors
Minnesota
$595K +$587 +2 +0.1%
FM
2145
Foster & Motley
Ohio
$595K -$17.6K -60 -3%
HIC
2146
Holderness Investments Company
North Carolina
$592K +$38.1K +130 +7%
PCM
2147
Pincus Capital Management
New York
$592K +$571K +1,947 New
RWA
2148
Redhawk Wealth Advisors
Minnesota
$591K +$41.4K +141 +8%
LWM
2149
Liberty Wealth Management
California
$589K -$32.9K -112 -5%
ZF
2150
Zhang Financial
Michigan
$589K +$81.3K +277 +17%