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Name Holding Trade Value Shares
Change
Change in
Stake
WFS
4251
Weitzel Financial Services
Iowa
$225K +$5.3K +35 +2%
FLA
4252
Financial Life Advisors
Texas
$224K
HGWM
4253
Harvest Group Wealth Management
Massachusetts
$224K +$60.6K +400 +39%
CM
4254
Cornerstone Management
Georgia
$223K -$4.09K -27 -2%
TIA
4255
Traphagen Investment Advisors
New Jersey
$223K -$11.4K -75 -1%
PWM
4256
Pacific Wealth Management
California
$222K +$7.12K +47 +3%
SWA
4257
Sightline Wealth Advisors
Connecticut
$221K
CIM
4258
Confluence Investment Management
Missouri
$220K -$165K -1,090 -40%
SPF
4259
Steven Patrick Farmer
$220K +$244K +1,612 New
AC
4260
ASB Consultores
Florida
$219K -$764K -5,042 -76%
CIA
4261
Citadel Investment Advisory
Ohio
$219K
SH
4262
Svenska Handelsbanken
Sweden
$219K
RA
4263
Resolute Advisors
California
$212K +$151 +1 +0.1%
FEM
4264
Fulcrum Equity Management
Texas
$208K -$225K -1,489 -49%
Mawer Investment Management
4265
Mawer Investment Management
Alberta, Canada
$208K
MG
4266
MilWealth Group
Wisconsin
$205K
UMC
4267
United Maritime Capital
New York
$205K -$189K -1,250 -45%
SPWM
4268
Straight Path Wealth Management
Michigan
$205K
OCM
4269
Octahedron Capital Management
California
$205K +$227K +1,500 New
PIC
4270
Platt Investment Counsel
Florida
$203K -$33.3K -220 -13%
SC
4271
Shearwater Capital
Colorado
$203K
CCMIC
4272
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$203K +$191K +1,260 +560%
BF
4273
Brooklyn FI
New York
$203K +$227K +1,496 New
SCA
4274
Stuart Chaussee & Associates
California
$191K -$64.8K -428 -23%
HC
4275
Hoese & Co
Minnesota
$191K -$50K -330 -19%