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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
4751
Carolina Wealth Advisors
South Carolina
$1.65M +$139K +616 +10%
SCM
4752
Sirios Capital Management
Massachusetts
$1.65M -$1.24M -5,468 -46%
APC
4753
Asset Planning Corporation
Tennessee
$1.64M +$90.4K +400 +7%
IW
4754
Imprint Wealth
South Carolina
$1.64M +$1.46M +6,457 New
HIGP
4755
Hill Investment Group Partners
Missouri
$1.64M -$84.5K -374 -5%
TWP
4756
Total Wealth Planning
Ohio
$1.63M +$265K +1,171 +22%
PIS
4757
POM Investment Strategies
North Carolina
$1.63M +$36.4K +161 +3%
HB
4758
Horizon Bancorp
Indiana
$1.62M -$359K -1,590 -20%
EP
4759
Essential Partners
California
$1.62M +$104K +461 +8%
VWWMG
4760
Vermillion & White Wealth Management Group
Pennsylvania
$1.62M +$112K +496 +8%
CCA
4761
Cottonwood Capital Advisors
Utah
$1.61M -$977K -4,325 -41%
FWM
4762
Fortress Wealth Management
California
$1.61M +$17.4K +77 +1%
WWM
4763
WJ Wealth Management
Arizona
$1.61M -$1.4M -6,184 -51%
ELM
4764
Elite Life Management
Florida
$1.61M +$57.6K +255 +4%
BAM
4765
Broyhill Asset Management
North Carolina
$1.61M
MWML
4766
M Wealth Management LLC
California
$1.6M -$452K -2,000 -24%
EFG
4767
Ehrlich Financial Group
California
$1.6M -$32.8K -145 -2%
AWA
4768
A4 Wealth Advisors
North Carolina
$1.6M +$1.42M +6,270 New
HCA
4769
Hyperion Capital Advisors
New York
$1.59M -$10.8K -48 -0.8%
FI
4770
FWG Investments
Kentucky
$1.59M +$31.6K +140 +2%
PA
4771
Paragon Advisors
Texas
$1.59M -$3.4M -15,052 -71%
MIAS
4772
Mason Investment Advisory Services
Virginia
$1.59M +$271K +1,200 +24%
DFC
4773
DBK Financial Counsel
Ohio
$1.59M -$3.61K -16 -0.3%
YIM
4774
Yoffe Investment Management
Pennsylvania
$1.58M
GWM
4775
Greenhouse Wealth Management
Connecticut
$1.58M