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Name Holding Trade Value Shares
Change
Change in
Stake
MWP
2326
Meridian Wealth Partners
Pennsylvania
$228K -$2.1K -4 -0.9%
TA
2327
Townsend & Associates
Colorado
$228K
LWA
2328
Lineweaver Wealth Advisors
Ohio
$228K +$235K +447 New
CWM
2329
Chemistry Wealth Management
New York
$227K -$79.7K -152 -25%
PA
2330
PFW Advisors
Georgia
$226K
ST
2331
Spinnaker Trust
Maine
$226K
SGWM
2332
Sterling Group Wealth Management
California
$226K
TWA
2333
Tandem Wealth Advisors
Arizona
$225K +$4.72K +9 +2%
IIC
2334
Integrated Investment Consultants
Michigan
$224K -$361K -689 -61%
NF
2335
Nvest Financial
New Hampshire
$224K
YWM
2336
Yoder Wealth Management
California
$224K +$8.39K +16 +4%
GIA
2337
Guyasuta Investment Advisors
Pennsylvania
$222K
SWP
2338
Semus Wealth Partners
Florida
$222K -$22K -42 -9%
BCM
2339
Blume Capital Management
California
$222K
CG
2340
Clarus Group
Texas
$222K
HI
2341
Harbour Investments
Wisconsin
$222K +$22K +42 +11%
IGGA
2342
Iron Gate Global Advisors
Utah
$222K +$230K +439 New
OPPS
2343
Obsidian Personal Planning Solutions
Maryland
$221K
WPA
2344
West Paces Advisors
Georgia
$221K
KC
2345
Kenfarb & Co
Kentucky
$221K
Kayne Anderson Rudnick Investment Management
2346
Kayne Anderson Rudnick Investment Management
California
$221K +$6.82K +13 +3%
SM
2347
Sweeney & Michel
California
$221K +$198K +377 New
SLG
2348
Stanley-Laman Group
Pennsylvania
$220K
HCM
2349
Hutchinson Capital Management
California
$220K +$3.67K +7 +2%
BA
2350
Bridge Advisory
California
$220K +$226K +431 New