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Name Holding Trade Value Shares
Change
Change in
Stake
KW
2201
KWB Wealth
California
$417K -$37.9K -331 -8%
CFO
2202
Collective Family Office
Pennsylvania
$417K +$69.7K +608 +20%
CFG
2203
Carr Financial Group
Massachusetts
$415K
CC
2204
Corton Capital
Ontario, Canada
$414K -$359K -3,130 -46%
Members Trust
2205
Members Trust
Florida
$413K -$5.96K -52 -1%
SWA
2206
Strata Wealth Advisors
Texas
$412K +$416K +3,625 New
MA
2207
MBA Advisors
Pennsylvania
$412K +$17.7K +154 +4%
CSC
2208
Caldwell Sutter Capital
California
$412K
GC
2209
Gratus Capital
Georgia
$412K -$211K -1,838 -34%
OWA
2210
Octavia Wealth Advisors
Ohio
$410K +$10.3K +90 +3%
ACP
2211
Aveo Capital Partners
Colorado
$410K +$39.9K +348 +10%
HWA
2212
HHM Wealth Advisors
Tennessee
$410K
PA
2213
Probity Advisors
Texas
$410K -$10.8K -94 -3%
WFI
2214
West Family Investments
California
$409K +$413K +3,599 New
GB
2215
Goepper Burkhardt
South Carolina
$409K -$6.08K -53 -1%
EBSAM
2216
Eubel Brady & Suttman Asset Management
Ohio
$408K -$289K -2,523 -41%
CFA
2217
Capstone Financial Advisors
Illinois
$408K -$9.17K -80 -2%
EA
2218
Eudaimonia Advisors
Tennessee
$407K +$411K +3,585 New
DPI
2219
Diversified Portfolios Inc
Michigan
$407K
VAG
2220
VisionPoint Advisory Group
Texas
$407K +$18.6K +162 +5%
HIM
2221
Hillsdale Investment Management
Ontario, Canada
$407K +$138K +1,200 +50%
FBT
2222
First Bank & Trust
South Dakota
$406K
SWM
2223
Seed Wealth Management
Illinois
$405K
BWG
2224
Balanced Wealth Group
Ohio
$405K +$443K +3,867 New
OWA
2225
One Wealth Advisors
California
$405K +$98K +855 +32%