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Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
1701
Sound Financial Strategies Group
Mississippi
$259K +$259K +813 New
4WM
1702
49 Wealth Management
Texas
$259K +$259K +813 New
Everett Harris & Co
1703
Everett Harris & Co
California
$258K -$10.5K -33 -4%
HC
1704
Hamilton Capital
Ohio
$257K -$25.1K -79 -9%
WA
1705
Wealth Architects
California
$257K -$4.77K -15 -2%
TWP
1706
Tyche Wealth Partners
Texas
$257K -$87.8K -276 -25%
RWMG
1707
Redwood Wealth Management Group
New Jersey
$256K -$13.4K -42 -5%
PFM
1708
Patton Fund Management
Texas
$256K – – –
GWCM
1709
Godshalk Welsh Capital Management
Pennsylvania
$255K – – –
HCA
1710
Hyperion Capital Advisors
New York
$255K – – –
GWANC
1711
Guardian Wealth Advisors (North Carolina)
North Carolina
$253K -$13.4K -42 -5%
SWM
1712
SeaCrest Wealth Management
New York
$251K +$24.8K +78 +11%
5NPW
1713
55 North Private Wealth
Florida
$251K +$251K +789 New
TWM
1714
Thrive Wealth Management
Pennsylvania
$251K +$4.14K +13 +2%
EMAM
1715
Encompass More Asset Management
California
$250K +$250K +787 New
AGC
1716
Aspen Grove Capital
Colorado
$249K +$3.82K +12 +2%
MC
1717
Mirabaud & Cie
Switzerland
$249K – – –
Grimes & Company
1718
Grimes & Company
Massachusetts
$249K +$2.54K +8 +1%
ZF
1719
Zhang Financial
Michigan
$248K +$248K +779 New
FOA
1720
Five Oceans Advisors
California
$248K +$636 +2 +0.3%
JCM
1721
Jacobsen Capital Management
Utah
$247K -$955 -3 -0.4%
QPW
1722
Quantum Private Wealth
Florida
$247K +$247K +777 New
HWP
1723
Hibernia Wealth Partners
Louisiana
$247K +$247K +776 New
HP
1724
Holistic Planning
Texas
$246K -$23.2K -73 -9%
AMM
1725
American Money Management
California
$245K -$3.18K -10 -1%