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Name Holding Trade Value Shares
Change
Change in
Stake
FWA
4076
Flagship Wealth Advisors
Massachusetts
$2.76M -$454K -2,249 -14%
MWM
4077
MFG Wealth Management
Indiana
$2.75M +$204K +1,009 +8%
DW
4078
Dodds Wealth
Colorado
$2.75M -$64.8K -321 -2%
FWA
4079
FORM Wealth Advisors
Wisconsin
$2.75M +$39.2K +194 +1%
LWM
4080
Laidlaw Wealth Management
New York
$2.74M -$428K -2,117 -14%
MPWS
4081
McCarter Private Wealth Services
Massachusetts
$2.74M -$464K -2,300 -15%
RWM
4082
RMG Wealth Management
Wisconsin
$2.74M +$2.62M +12,968 New
SB
4083
Sunflower Bank
Texas
$2.74M -$92.7K -459 -3%
HIC
4084
Harvey Investment Company
Kentucky
$2.73M
GFG
4085
Greenbush Financial Group
New York
$2.73M +$84.6K +419 +3%
WCWM
4086
Wooster Corthell Wealth Management
Connecticut
$2.72M -$85.2K -422 -3%
MFT
4087
Moisand Fitzgerald Tamayo
Florida
$2.72M -$12.3K -61 -0.5%
CWD
4088
Clarity Wealth Development
Oregon
$2.72M +$404 +2 +0%
AI
4089
AXS Investments
New York
$2.71M -$471K -2,332 -15%
VWM
4090
Vivid Wealth Management
Iowa
$2.71M -$44.2K -219 -2%
GA
4091
GoalVest Advisory
New York
$2.71M +$183K +908 +7%
OGF
4092
Orin Green Financial
California
$2.71M +$49.7K +246 +2%
SLFPAM
4093
St. Louis Financial Planners Asset Management
Missouri
$2.7M -$349K -1,729 -12%
RB
4094
Richmond Brothers
Michigan
$2.7M -$318K -1,574 -11%
CSWG
4095
Cardinal Strategic Wealth Guidance
Kentucky
$2.7M -$31.5K -156 -1%
DPW
4096
DiNuzzo Private Wealth
Pennsylvania
$2.7M +$173K +859 +7%
FA
4097
Financial Alternatives
California
$2.7M
SFB
4098
STAR Financial Bank
Indiana
$2.69M -$88K -436 -3%
HKIMG
4099
Hutchens & Kramer Investment Management Group
Indiana
$2.69M +$80.8K +400 +3%
BWM
4100
Brown Wealth Management
Illinois
$2.69M +$243K +1,201 +10%