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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2651
Austin Wealth Management
Texas
$293K +$17.1K +134 +6%
CG
2652
CFO4Life Group
Texas
$293K +$16.8K +132 +6%
WMP
2653
Wealth Management Partners
Arizona
$292K – – –
AAM
2654
Augustine Asset Management
Florida
$292K +$280K +2,201 New
FWM
2655
FFT Wealth Management
Pennsylvania
$292K -$229K -1,798 -45%
FWP
2656
Falcon Wealth Planning
California
$292K +$48.9K +384 +21%
TFG
2657
Taylor Financial Group
Virginia
$291K +$28.4K +223 +11%
PFG
2658
Prosperity Financial Group
California
$291K -$7.89K -62 -3%
BWP
2659
Bernardo Wealth Planning
Pennsylvania
$291K +$9.16K +72 +3%
MCM
2660
Morton Capital Management
California
$291K +$13.2K +104 +5%
MSA
2661
Marino Stram & Associates
Massachusetts
$290K -$1.27K -10 -0.5%
ORC
2662
O'Rourke & Company
Massachusetts
$288K – – –
PA
2663
Parkside Advisors
California
$288K – – –
FWM
2664
Foguth Wealth Management
Michigan
$288K -$98.1K -771 -26%
GSWA
2665
Good Steward Wealth Advisors
Tennessee
$287K +$276K +2,166 New
JIP
2666
Jaffetilchin Investment Partners
Florida
$287K +$29.5K +232 +12%
RFN
2667
Redwood Financial Network
Ohio
$287K -$15.1K -119 -5%
LWP
2668
LMG Wealth Partners
Louisiana
$287K – – –
HCM
2669
Hilton Capital Management
New York
$287K – – –
JCFM
2670
JBR Co Financial Management
Oklahoma
$287K – – –
EFP
2671
Elser Financial Planning
Indiana
$287K +$12.1K +95 +5%
BFS
2672
BridgePort Financial Solutions
Iowa
$286K -$1.53K -12 -0.6%
TWM
2673
Tolleson Wealth Management
Texas
$286K -$162K -1,271 -37%
GSWM
2674
Golden State Wealth Management
California
$285K -$12.2K -96 -4%
CBT
2675
CoreFirst Bank & Trust
Kansas
$284K – – –