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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2076
Darwin Wealth Management
Florida
$241K +$18.7K +55 +9%
PAM
2077
Palisade Asset Management
Minnesota
$241K +$34.3K +101 +17%
LCM
2078
LVM Capital Management
Michigan
$241K -$3.4K -10 -1%
RFG
2079
Range Financial Group
Oregon
$241K +$7.48K +22 +3%
FFA
2080
Fi3 Financial Advisors
Indiana
$239K -$166K -489 -42%
AW
2081
Atlas Wealth
Ohio
$239K +$233K +684 New
NWM
2082
Nova Wealth Management
Florida
$239K +$11.9K +35 +5%
PFGIA
2083
Patriot Financial Group Insurance Agency
Massachusetts
$239K -$913K -2,684 -80%
CFS
2084
CRA Financial Services
New Jersey
$239K +$39.1K +115 +20%
TPW
2085
Transatlantique Private Wealth
New York
$239K -$368K -1,081 -60%
MCWA
2086
Meadow Creek Wealth Advisors
Georgia
$239K -$16.3K -48 -7%
DMBA
2087
Deseret Mutual Benefit Administrators
Utah
$239K +$19.4K +57 +9%
BWM
2088
BlackDiamond Wealth Management
New York
$239K -$14.3K -42 -4%
LA
2089
Lifeworks Advisors
Michigan
$238K -$17.7K -52 -7%
IWN
2090
Independent Wealth Network
Iowa
$238K +$6.46K +19 +3%
PFM
2091
Patton Fund Management
Texas
$237K +$26.9K +79 +13%
CWAF
2092
Core Wealth Advisors (Florida)
Florida
$237K -$178K -522 -44%
BBNB
2093
Baker Boyer National Bank
Washington
$237K +$29.6K +87 +15%
WAG
2094
Winthrop Advisory Group
Massachusetts
$236K -$27.2K -80 -11%
ACM
2095
Andina Capital Management
Utah
$236K +$30.9K +91 +16%
HKIMG
2096
Hutchens & Kramer Investment Management Group
Indiana
$236K -$5.44K -16 -2%
ZBNA
2097
Zions Bancorporation, National Association
Utah
$236K -$943K -2,774 -80%
APM
2098
a16z Perennial Management
California
$236K -$21.1K -62 -8%
WCM
2099
Winthrop Capital Management
Indiana
$235K -$17.3K -51 -7%
C
2100
Covestor
United Kingdom
$235K +$40.1K +118 +21%