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Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
2051
Patrick M. Sweeney & Associates
Illinois
$648K
HWA
2052
HCR Wealth Advisors
California
$648K -$17.6K -46 -2%
GSEP
2053
Golden State Equity Partners
California
$648K -$464K -1,215 -37%
LWM
2054
LJI Wealth Management
Indiana
$647K +$512K +1,340 +182%
ESB
2055
Essex Savings Bank
Connecticut
$647K -$140K -366 -15%
IFS
2056
Ifrah Financial Services
Arkansas
$646K -$62.7K -164 -7%
DAM
2057
Diamant Asset Management
Connecticut
$646K
WPA
2058
West Paces Advisors
Georgia
$645K +$188K +493 +31%
WAM
2059
Weinberger Asset Management
California
$644K -$50.8K -133 -6%
LAM
2060
Lewis Asset Management
California
$643K +$264K +692 +51%
BCP
2061
Berkeley Capital Partners
Georgia
$642K -$94.8K -248 -11%
YIM
2062
Yoffe Investment Management
Pennsylvania
$642K +$382 +1 +0%
CWM
2063
Cornerstone Wealth Management
Missouri
$641K +$63.4K +166 +9%
GWA
2064
Gratus Wealth Advisors
Virginia
$639K -$116K -304 -13%
TWM
2065
Thrive Wealth Management
Pennsylvania
$638K +$125K +327 +19%
GWCM
2066
Godshalk Welsh Capital Management
Pennsylvania
$638K -$17.2K -45 -2%
GWP
2067
Gateway Wealth Partners
Wisconsin
$637K +$302K +789 +63%
RL
2068
Rogco LP
Oklahoma
$634K +$141K +368 +22%
BL
2069
BFSG LLC
California
$634K +$18K +47 +2%
DWA
2070
Douglass Winthrop Advisors
New York
$632K -$3.69M -9,662 -83%
SIS
2071
Sound Income Strategies
Florida
$630K -$144K -378 -16%
Vanguard Capital Wealth Advisors
2072
Vanguard Capital Wealth Advisors
Colorado
$630K +$771K +2,018 New
AWM
2073
Aprio Wealth Management
Georgia
$629K +$208K +545 +37%
CWA
2074
Crux Wealth Advisors
California
$625K +$73.4K +192 +11%
EC
2075
Enhancing Capital
Pennsylvania
$624K