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Name Holding Trade Value Shares
Change
Change in
Stake
CPW
2976
Crestmont Private Wealth
Texas
$992K +$64.1K +184 +7%
LF
2977
Lee Financial
Texas
$988K -$47.4K -136 -5%
GBWM
2978
Granite Bay Wealth Management
New Hampshire
$988K +$697 +2 +0.1%
AIP
2979
ARS Investment Partners
New York
$988K +$30K +86 +3%
SWA
2980
SOA Wealth Advisors
New York
$986K +$58.9K +169 +0.7%
NP
2981
Ninepoint Partners
Ontario, Canada
$986K -$69.4K -199 -7%
WSWA
2982
Warren Street Wealth Advisors
California
$984K +$87.5K +251 +10%
BW
2983
BIP Wealth
Georgia
$983K -$57.9K -166 -6%
GF
2984
Gries Financial
Ohio
$981K -$86.8K -249 -8%
EFH
2985
Eaton Financial Holdings
Florida
$979K -$369K -1,060 -28%
IF
2986
Intrua Financial
Texas
$975K -$33.5K -96 -3%
OP
2987
ORG Partners
Indiana
$975K +$185K +532 +24%
AWM
2988
Act Wealth Management
Texas
$974K +$137K +393 +17%
ALC
2989
Alexander Labrunerie & Co
Missouri
$971K
FF
2990
Friedenthal Financial
New Jersey
$969K +$952K +2,730 New
HP
2991
Haven Private
Florida
$969K +$253K +726 +36%
WPW
2992
Warther Private Wealth
Ohio
$967K -$49.1K -141 -5%
AA
2993
Apriem Advisors
California
$967K
ERWM
2994
Elk River Wealth Management
Colorado
$967K
YAVAPFMC
2995
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$966K
AFA
2996
Arlington Financial Advisors
California
$966K -$16.4K -47 -2%
GSIAS
2997
Garden State Investment Advisory Services
New Jersey
$964K +$96.2K +276 +11%
FFG
2998
Floyd Financial Group
Missouri
$962K -$152K -437 -14%
BOPW
2999
Brandywine Oak Private Wealth
Pennsylvania
$958K -$19.2K -55 -2%
CPRC
3000
Consolidated Portfolio Review Corp
New York
$958K +$11.9K +34 +1%