Name Holding Trade Value Shares
Change
Change in
Stake
PP
2051
PFS Partners
New Jersey
$580K +$3.06K +66 +0.6%
MSWM
2052
Master's Wealth Management
Pennsylvania
$579K +$40.1K +865 +8%
GAM
2053
Grandview Asset Management
Pennsylvania
$579K -$14.7K -318 -3%
AWM
2054
Ariadne Wealth Management
California
$578K -$35.7K -771 -6%
GWANC
2055
Guardian Wealth Advisors (North Carolina)
North Carolina
$577K +$35K +756 +7%
CS
2056
Capital Square
Tennessee
$576K -$17.6K -380 -3%
MWC
2057
MBM Wealth Consultants
Missouri
$576K +$33.4K +720 +7%
BF
2058
Brucke Financial
Indiana
$575K -$58.2K -1,255 -10%
BFO
2059
Biltmore Family Office
North Carolina
$574K – – –
CFA
2060
Cahill Financial Advisors
Minnesota
$574K -$68.6K -1,480 -11%
OL
2061
OneFund LLC
Florida
$573K -$34.1K -736 -6%
RC
2062
Reik & Co
New York
$572K – – –
CLA
2063
Carnegie Lake Advisors
New Jersey
$572K -$16.2K -350 -3%
ECP
2064
Elemental Capital Partners
California
$571K +$527K +11,380 New
SAM
2065
Sagewood Asset Management
New York
$571K +$13.3K +286 +3%
LGA
2066
Lebenthal Global Advisors
New York
$571K -$889K -19,192 -63%
SFG
2067
Sowa Financial Group
Rhode Island
$568K +$3.85K +83 +0.7%
HNWAG
2068
High Net Worth Advisory Group
Florida
$568K -$4.63K -100 -0.9%
LA
2069
LexAurum Advisors
Kansas
$567K +$524K +11,302 New
IA
2070
Investor AB
Sweden
$567K +$524K +11,300 New
MBWA
2071
Marin Bay Wealth Advisors
California
$567K +$199K +4,284 +53%
OAM
2072
Occidental Asset Management
California
$567K +$8.67K +187 +2%
RCI
2073
RS Crum Inc
California
$567K – – –
RIM
2074
Rockbridge Investment Management
New York
$566K +$260K +5,614 +99%
MPAM
2075
Murphy Pohlad Asset Management
Minnesota
$565K +$24.1K +521 +5%