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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1851
Icon Wealth Advisors
Texas
$913K +$919K +17,373 New
WP
1852
Wealthspan Partners
Iowa
$913K – – –
Annex Advisory Services
1853
Annex Advisory Services
Wisconsin
$912K +$79.8K +1,509 +10%
CWP
1854
Cyndeo Wealth Partners
Florida
$912K -$4.29K -81 -0.5%
DA
1855
Dillon & Associates
Michigan
$911K – – –
GAA
1856
Guardian Asset Advisors
Pennsylvania
$910K +$917K +17,328 New
BAM
1857
Byrne Asset Management
New Jersey
$909K – – –
RWI
1858
Red Wave Investments
Pennsylvania
$907K – – –
MCCP
1859
Mission Creek Capital Partners
California
$906K +$35.7K +675 +4%
E
1860
ETFidea
New York
$905K +$7.3K +138 +0.8%
FPCP
1861
Fort Point Capital Partners
California
$904K -$3.17K -60 -0.3%
ZIMP
1862
Zimmermann Investment Management & Planning
Pennsylvania
$903K +$68.9K +1,302 +8%
PP
1863
PDS Planning
Ohio
$903K +$43.2K +816 +5%
RWB
1864
RMR Wealth Builders
New Jersey
$900K +$152K +2,880 +20%
STAS
1865
Strong Tower Advisory Services
Minnesota
$900K +$39.4K +744 +5%
CIM
1866
CIM Investment Management
Pennsylvania
$900K – – –
Merriman Wealth Management
1867
Merriman Wealth Management
Washington
$898K -$36.8K -696 -4%
VCM
1868
Virtue Capital Management
Tennessee
$897K -$1.51M -28,545 Closed
BAM
1869
Bosun Asset Management
Illinois
$896K +$693K +13,092 +331%
MAM
1870
MWA Asset Management
Massachusetts
$896K -$82.9K -1,566 -8%
WDC
1871
Woodward Diversified Capital
California
$895K -$324K -6,120 -26%
JGIA
1872
Jackson Grant Investment Advisers
Connecticut
$894K +$317 +6 +0%
Driehaus Capital Management
1873
Driehaus Capital Management
Illinois
$893K -$337K -6,375 -27%
ACA
1874
Atlas Capital Advisors
Wyoming
$892K +$37.8K +714 +4%
KFP
1875
KMG Fiduciary Partners
Ohio
$891K -$62.9K -1,188 -7%