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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
5401
Buska Wealth Management
Wisconsin
$427K +$6.55K +29 +2%
AWA
5402
Arbor Wealth Advisors
Michigan
$422K
JWBC
5403
John W. Brooker & Co
California
$420K +$142K +630 +62%
CG
5404
Castellan Group
Kentucky
$418K
BMC
5405
Bear Mountain Capital
Washington
$415K +$1.81K +8 +0.5%
YWM
5406
Yardley Wealth Management
Pennsylvania
$413K -$18.1K -80 -5%
BIM
5407
Breakwater Investment Management
Washington
$410K +$12.9K +57 +4%
LIM
5408
Letson Investment Management
Georgia
$410K +$85.8K +380 +31%
BG
5409
Bellevue Group
Switzerland
$410K +$363K +1,609 New
AAG
5410
Accordant Advisory Group
Maryland
$408K
JCM
5411
J2 Capital Management
Michigan
$408K -$407K -1,800 -53%
WWP
5412
Wise Wealth Partners
Arizona
$407K
AI
5413
ArchPoint Investors
Florida
$404K
KMC
5414
Kirr Marbach & Co
Indiana
$400K
UFA
5415
Uptown Financial Advisors
Texas
$398K +$678 +3 +0.2%
LKWM
5416
Lee-Kelleher Wealth Management
Maryland
$396K -$60.5K -268 -15%
DIS
5417
Diversified Investment Strategies
Louisiana
$396K -$182K -805 -34%
TA
5418
TCM Advisors
West Virginia
$395K
MC
5419
McCarthy & Cox
Ohio
$393K +$226 +1 +0.1%
AF
5420
Amara Financial
California
$391K +$4.29K +19 +1%
DGI
5421
Disciplined Growth Investors
Minnesota
$391K -$176K -777 -34%
VAG
5422
Vannoy Advisory Group
Texas
$390K
HWA
5423
Hillcrest Wealth Advisors
New Jersey
$385K
FC
5424
Family CFO
California
$384K
MG
5425
MilWealth Group
Wisconsin
$382K