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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
2901
Destiny Wealth Partners
Florida
$211K +$205K +1,555 New
TAM
2902
Townsend Asset Management
North Carolina
$211K -$36.3K -275 -15%
AWA
2903
Aletheian Wealth Advisors
Washington
$211K -$4.22K -32 -2%
MPIA
2904
Milestones Private Investment Advisors
New York
$210K +$204K +1,546 New
GFWA
2905
Grey Fox Wealth Advisors
Delaware
$210K +$132 +1 +0.1%
BDFN
2906
Bond & Devick Financial Network
Minnesota
$210K – – –
RMC
2907
Ring Mountain Capital
California
$210K -$132 -1 -0.1%
UW
2908
Unique Wealth
Florida
$210K +$203K +1,543 New
MCIA
2909
Mountain Capital Investment Advisors
Colorado
$210K +$203K +1,539 New
YWM
2910
Yukon Wealth Management
Kansas
$210K +$203K +1,541 New
LWM
2911
Lionshead Wealth Management
New York
$209K +$203K +1,538 New
AC
2912
Avenir Corporation
Virginia
$209K – – –
PFA
2913
Pathway Financial Advisers
Indiana
$209K +$202K +1,534 New
AF
2914
Apollon Financial
South Carolina
$208K -$32.3K -245 -14%
PWP
2915
Parkwoods Wealth Partners
New York
$208K +$202K +1,531 New
AMBIA
2916
Allen Mooney & Barnes Investment Advisors
Georgia
$208K +$264 +2 +0.1%
CWM
2917
Castle Wealth Management
Florida
$208K +$132 +1 +0.1%
FWM
2918
FMA Wealth Management
Massachusetts
$207K – – –
MAG
2919
Mayfair Advisory Group
Alabama
$207K +$203K +1,543 New
VFG
2920
V2 Financial group
Illinois
$207K – – –
AWA
2921
AmeriServ Wealth Advisors
Pennsylvania
$206K – – –
PFA
2922
Plotkin Financial Advisors
Maryland
$206K -$2.64K -20 -1%
LWM
2923
LeConte Wealth Management
Tennessee
$205K +$199K +1,510 New
JTWM
2924
Jackson Thornton Wealth Management
Alabama
$205K -$6.46K -49 -3%
CFD
2925
Creative Financial Designs
Indiana
$204K -$5.54K -42 -3%