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Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
3951
Pension & Wealth Management Advisors
Massachusetts
$2.19M -$103K -568 -4%
CCA
3952
Clarity Capital Advisors
Florida
$2.19M
FPWM
3953
FSB Premier Wealth Management
Iowa
$2.18M -$24.2K -133 -1%
GPW
3954
Gray Private Wealth
Massachusetts
$2.18M +$2.31M +12,730 New
DW
3955
Dodds Wealth
Colorado
$2.18M +$143K +784 +7%
WIM
3956
Waycross Investment Management
Washington
$2.18M +$36.5K +201 +2%
KSWWM
3957
Keyes Stange & Wooten Wealth Management
Florida
$2.18M -$110K -604 -5%
RWMH
3958
Riverpoint Wealth Management Holdings
Illinois
$2.18M -$8.91K -49 -0.4%
MAM
3959
Marquette Asset Management
Minnesota
$2.18M +$14.2K +78 +0.6%
IPW
3960
Intergy Private Wealth
Colorado
$2.18M -$48.4K -266 -2%
AW
3961
Avion Wealth
Texas
$2.17M -$183K -1,009 -7%
BFA
3962
Brendel Financial Advisors
New Hampshire
$2.17M +$22.2K +122 +1%
SC
3963
Steph & Co
Wisconsin
$2.17M +$83.3K +458 +4%
VCS
3964
Vaughan & Co Securities
New Jersey
$2.16M -$15.3K -84 -0.7%
WFA
3965
West Financial Advisors
Iowa
$2.16M
SAMC
3966
Spectrum Asset Management (California)
California
$2.16M -$1.33M -7,315 -37%
B
3967
Birchbrook
Maine
$2.16M +$8.36K +46 +0.4%
TA
3968
TrueWealth Advisors
Alabama
$2.16M +$122K +670 +6%
RS
3969
Retirement Solution
Washington
$2.16M -$199K -1,095 -8%
VFG
3970
Victory Financial Group
Texas
$2.15M -$299K -1,643 -12%
PWM
3971
Provident Wealth Management
Tennessee
$2.15M -$130K -717 -5%
AFO
3972
Arrowroot Family Office
California
$2.15M +$49.8K +274 +2%
FFA
3973
Frazier Financial Advisors
Ohio
$2.15M -$37.8K -208 -2%
VBFP
3974
Valtinson Bruner Financial Planning
Minnesota
$2.15M -$78.6K -432 -3%
GCP
3975
Gill Capital Partners
Colorado
$2.15M -$25.5K -140 -1%