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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
4376
Master's Wealth Management
Pennsylvania
$2.31M +$4.87K +21 +0.2%
PWM
4377
Peterson Wealth Management
Nevada
$2.3M -$3.6M -15,558 -60%
BFP
4378
Briaud Financial Planning
Texas
$2.3M +$10.4K +45 +0.4%
AWP
4379
Axis Wealth Partners
Rhode Island
$2.3M -$4.87K -21 -0.2%
CSIA
4380
Conrad Siegel Investment Advisors
Pennsylvania
$2.3M -$69K -298 -3%
RI
4381
RWWM Inc
California
$2.3M -$405K -1,750 -14%
PP
4382
Prosperity Planning
Missouri
$2.3M – – –
LHWM
4383
Lake Hills Wealth Management
Texas
$2.3M -$69.5K -300 -3%
PCM
4384
Palouse Capital Management
Washington
$2.3M -$423K -1,826 -15%
NWMG
4385
Nicholson Wealth Management Group
South Carolina
$2.3M +$88.5K +382 +4%
VWM
4386
Vermillion Wealth Management
Minnesota
$2.29M -$48.4K -209 -2%
CAGAS
4387
Capital Advisory Group Advisory Services
Minnesota
$2.29M -$1.06M -4,593 -31%
TAM
4388
Tealwood Asset Management
Minnesota
$2.29M -$2.63M -11,333 -52%
MSF
4389
Mustard Seed Financial
Arkansas
$2.29M – – –
SWM
4390
Seed Wealth Management
Illinois
$2.29M – – –
LWMNY
4391
Landmark Wealth Management (New York)
New York
$2.29M -$62.6K -270 -3%
BAMG
4392
Brand Asset Management Group
Missouri
$2.29M +$25.7K +111 +1%
PCM
4393
Payne Capital Management
New York
$2.29M -$460K -1,987 -16%
PBC
4394
Pavion Blue Capital
California
$2.29M – – –
MA
4395
Maxele Advisors
Missouri
$2.28M +$37.1K +160 +2%
SC
4396
Summa Corp
Texas
$2.28M -$281K -1,211 -11%
DP
4397
Divergent Planning
Maryland
$2.28M +$267K +1,154 +13%
UCI
4398
Uncommon Cents Investing
Wisconsin
$2.28M -$42.9K -185 -2%
FOR
4399
Family Office Research
Maryland
$2.28M -$191K -826 -7%
RSF
4400
Rik Saylor Financial
Ohio
$2.27M +$47.3K +204 +2%
174 175
176
177 178