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Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
2326
Robertson Stephens Wealth Management
California
$539K +$7.57K +22 +1%
TM
2327
TigerOak Management
New Mexico
$539K +$4.13K +12 +0.8%
CL
2328
CPWA LLC
Oregon
$539K +$459K +1,333 New
CFS
2329
CRA Financial Services
New Jersey
$538K
MEG
2330
Millstone Evans Group
Colorado
$538K
MPWS
2331
McCarter Private Wealth Services
Massachusetts
$537K +$7.23K +21 +1%
MWA
2332
MFA Wealth Advisors
Pennsylvania
$536K +$14.1K +41 +3%
SCA
2333
Sage Capital Advisors
South Dakota
$536K +$5.51K +16 +1%
SLWA
2334
San Luis Wealth Advisors
California
$535K -$20.3K -59 -4%
1CP
2335
17 Capital Partners
Arizona
$535K -$84.3K -245 -13%
CFP
2336
Catalyst Financial Partners
Massachusetts
$535K +$204K +594 +60%
HBW
2337
Hazlett, Burt & Watson
West Virginia
$535K +$25.8K +75 +5%
SIAG
2338
Safeguard Investment Advisory Group
California
$529K +$1.03K +3 +0.2%
DWS
2339
Discipline Wealth Solutions
South Carolina
$529K +$9.98K +29 +2%
DBRC
2340
D.B. Root & Company
Pennsylvania
$529K -$177K -515 -25%
SDWIA
2341
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$526K -$5.51K -16 -1%
CCM
2342
Cloud Capital Management
Washington
$525K -$1.72K -5 -0.3%
SSWM
2343
Strait & Sound Wealth Management
California
$524K +$6.19K +18 +1%
CPW
2344
Catalyst Private Wealth
California
$524K +$17.2K +50 +3%
AFG
2345
ABLE Financial Group
Arizona
$522K +$118K +342 +28%
AIM
2346
Alhambra Investment Management
Florida
$521K +$6.19K +18 +1%
CF
2347
Carlson Financial
Oregon
$520K +$1.03K +3 +0.2%
LWM
2348
LJI Wealth Management
Indiana
$519K -$32K -93 -6%
LAM
2349
Lifestyle Asset Management
Texas
$519K -$67.1K -195 -11%
BHB
2350
Bank Hapoalim BM
Israel
$519K -$10.3K -30 -2%