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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
3851
Consilio Wealth Advisors
Washington
$4.97M -$26.8K -100 -0.5%
PWM
3852
Praetorian Wealth Management
California
$4.97M +$296K +1,104 +6%
PHWM
3853
Pine Harbor Wealth Management
Maryland
$4.97M -$387K -1,442 -7%
FB
3854
Finward Bancorp
Indiana
$4.96M -$43.5K -162 -0.9%
CWAF
3855
Core Wealth Advisors (Florida)
Florida
$4.96M +$51.3K +191 +1%
FF
3856
Friday Financial
Iowa
$4.96M -$537 -2 -0%
LOIM
3857
Liberty One Investment Management
Illinois
$4.96M -$3.99M -14,856 -45%
CCA
3858
Conservest Capital Advisors
Pennsylvania
$4.96M +$56.9K +212 +1%
TCMP
3859
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.96M +$787K +2,931 +19%
CPWL
3860
Coquina Private Wealth LLC
Florida
$4.95M +$4.88M +18,190 New
KA
3861
KDT Advisors
New York
$4.94M +$99.1K +369 +2%
PAM
3862
PCG Asset Management
New Jersey
$4.94M -$151K -563 -3%
PFS
3863
Prospect Financial Services
New York
$4.94M -$239K -891 -5%
RWPA
3864
Richard W. Paul & Associates
Michigan
$4.93M -$364K -1,355 -7%
PWM
3865
Prosperity Wealth Management
California
$4.93M -$35.2K -131 -0.7%
MM
3866
Meridian Management
Arkansas
$4.93M +$87.8K +327 +2%
KIA
3867
Kraematon Investment Advisors
Massachusetts
$4.92M +$68.5K +255 +1%
IRC
3868
Investors Research Corp
Georgia
$4.92M -$29.3K -109 -0.6%
ACA
3869
AG Campbell Advisory
Maryland
$4.91M +$4.85M +18,077 New
WWM
3870
Waterway Wealth Management
Texas
$4.91M +$395K +1,471 +9%
CIAS
3871
CBIZ Investment Advisory Services
Ohio
$4.91M +$957K +3,566 +25%
IWM
3872
Iams Wealth Management
Nebraska
$4.91M -$1.34M -5,005 -22%
LWA
3873
Legacy Wealth Advisors
Florida
$4.9M +$4.84M +18,038 New
SIP
3874
Snowwater Investment Partners
Connecticut
$4.9M +$4.84M +18,036 New
MFS
3875
Monetta Financial Services
Illinois
$4.89M