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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2501
BCS Wealth Management
Tennessee
$223K -$44.1K -152 -16%
ONSWM
2502
Old North State Wealth Management
North Carolina
$222K +$227K +784 New
AHL
2503
Abel Hall LLC
Louisiana
$222K +$228K +787 New
TPWA
2504
TRUE Private Wealth Advisors
Oregon
$221K – – –
MAG
2505
Mokosak Advisory Group
Iowa
$221K -$21.2K -73 -9%
I
2506
INVST
Indiana
$221K -$12.5K -43 -5%
PFM
2507
Patton Fund Management
Texas
$221K – – –
EL
2508
EWA LLC
Pennsylvania
$221K -$3.77K -13 -2%
DE
2509
Diversified Enterprises
Delaware
$221K -$8.99K -31 -4%
SSC
2510
Syverson Strege & Co
Iowa
$221K -$37.1K -128 -14%
GFG
2511
Goldstone Financial Group
Illinois
$220K +$4.64K +16 +2%
SCM
2512
Sunbeam Capital Management
Georgia
$219K +$225K +777 New
MWM
2513
Maridea Wealth Management
New York
$219K +$210K +723 New
AMG
2514
Advisors Management Group
Wisconsin
$219K +$290 +1 +0.1%
FDDB
2515
Fidelity D&D Bancorp
Pennsylvania
$219K -$290 -1 -0.1%
BWP
2516
Burling Wealth Partners
Illinois
$219K – – –
CWM
2517
Compass Wealth Management
Connecticut
$219K – – –
TC
2518
TFR Capital
Texas
$218K -$9.86K -34 -4%
CCM
2519
Chaney Capital Management
Washington
$218K +$224K +771 New
WAN
2520
Wealth Advisors Northwest
Oregon
$217K -$18.6K -64 -8%
RWM
2521
RKL Wealth Management
Pennsylvania
$217K -$50.8K -175 -19%
FDCP
2522
Foster Dykema Cabot & Partners
Massachusetts
$216K +$101K +347 +83%
CPA
2523
Cardiff Park Advisors
California
$216K – – –
BCCM
2524
Bridge Creek Capital Management
Massachusetts
$216K +$222K +765 New
WFA
2525
West Financial Advisors
Iowa
$216K – – –