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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
5426
Buska Wealth Management
Wisconsin
$370K -$3.71K -16 -1%
RWS
5427
Rochester Wealth Strategies
Michigan
$369K +$385K +1,662 New
AWA
5428
Arbor Wealth Advisors
Michigan
$368K
CCM
5429
Ciovacco Capital Management
Georgia
$367K -$5.33K -23 -1%
CG
5430
Castellan Group
Kentucky
$365K -$1M -4,332 -73%
EFP
5431
Envision Financial Planning
Tennessee
$364K +$24.1K +104 +7%
CC
5432
Cultivar Capital
Texas
$364K
LIM
5433
Letson Investment Management
Georgia
$361K
PFA
5434
Portland Financial Advisors
New York
$360K
EWA
5435
EQ Wealth Advisors
Texas
$360K
AAG
5436
Accordant Advisory Group
Maryland
$356K +$97.3K +420 +35%
CIA
5437
Citadel Investment Advisory
Ohio
$355K
WWP
5438
Wise Wealth Partners
Arizona
$355K +$463 +2 +0.1%
AI
5439
ArchPoint Investors
Florida
$352K
ARA
5440
Alexander Randolph Advisory
Virginia
$352K
BMC
5441
Bear Mountain Capital
Washington
$351K +$24.3K +105 +7%
PWM
5442
Pacific Wealth Management
California
$351K
FWP
5443
Family Wealth Partners
North Carolina
$349K +$72.7K +314 +25%
WCM Investment Management
5444
WCM Investment Management
California
$347K +$369K +1,592 New
DAS
5445
DMKC Advisory Services
Iowa
$346K -$1.7M -7,342 -83%
BIM
5446
Breakwater Investment Management
Washington
$345K -$2.55K -11 -0.7%
NRWA
5447
North Ridge Wealth Advisors
Oregon
$344K -$28.5K -123 -7%
HFA
5448
Hippocratic Financial Advisors
California
$344K +$35.2K +152 +11%
PCM
5449
Peirce Capital Management
Texas
$342K
KCAM
5450
Kagan Cocozza Asset Management
New Jersey
$341K -$1.39K -6 -0.4%