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Name Holding Trade Value Shares
Change
Change in
Stake
PAW
4551
Plan A Wealth
Nebraska
$3.01M +$44.9K +157 +2%
IJWM
4552
Inman Jager Wealth Management
Mississippi
$3.01M +$168K +588 +6%
II
4553
Impact Investors
California
$3.01M -$68.1K -238 -2%
OTL
4554
Oak Thistle LLC
New York
$3M -$1.15M -4,018 -28%
VWS
4555
Virtus Wealth Solutions
New Jersey
$3M +$1.26M +4,394 +74%
Legacy Financial Group (Iowa)
4556
Legacy Financial Group (Iowa)
Iowa
$3M -$28K -98 -0.9%
OWM
4557
Orgel Wealth Management
Wisconsin
$2.99M +$722K +2,525 +32%
ATI
4558
ARK & TLK Investments
Oklahoma
$2.99M -$58.1K -203 -2%
NFTC
4559
North Forty Two & Co
Oregon
$2.99M -$57.2K -200 -2%
LHWM
4560
Lake Hills Wealth Management
Texas
$2.99M +$137K +478 +5%
BA
4561
Ballew Advisors
Mississippi
$2.98M +$264K +923 +11%
VF
4562
Vawter Financial
Ohio
$2.98M -$13.2K -46 -0.4%
PFG
4563
Pinnacle Financial Group
Illinois
$2.98M -$227K -794 -7%
IWP
4564
Insight Wealth Partners
Texas
$2.98M +$152K +532 +5%
MAM
4565
McLaughlin Asset Management
Illinois
$2.98M +$2.94M +10,289 New
WMWM
4566
Whitaker-Myers Wealth Managers
Ohio
$2.98M +$79.5K +278 +3%
CIS
4567
Continental Investors Services
Washington
$2.97M -$24.9K -87 -0.9%
JBI
4568
John Boyer Inc
Florida
$2.97M -$182K -637 -6%
BMCM
4569
Burns Matteson Capital Management
New York
$2.96M -$176K -614 -6%
PWS
4570
Precision Wealth Strategies
Missouri
$2.96M -$21.5K -75 -0.7%
MWM
4571
McNaughton Wealth Management
California
$2.96M +$20K +70 +0.7%
OL
4572
Odyssean LLC
Connecticut
$2.95M +$1.28M +4,459 +78%
PP
4573
PFS Partners
New Jersey
$2.95M +$598K +2,089 +26%
AFG
4574
Altiora Financial Group
Ohio
$2.95M
GCM
4575
Gallacher Capital Management
Colorado
$2.94M -$620K -2,166 -18%