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Name Holding Trade Value Shares
Change
Change in
Stake
HBWM
2276
Hollow Brook Wealth Management
New York
$435K
KLI
2277
Kelman-Lazarov Inc
Tennessee
$433K -$14.7K -43 -3%
OWA
2278
Octavia Wealth Advisors
Ohio
$433K -$386K -1,128 -49%
JSC
2279
Jackson Square Capital
California
$433K -$28.4K -83 -6%
DCM
2280
Dudley Capital Management
Virginia
$433K -$12K -35 -3%
SCS
2281
Sound Capital Solutions
Florida
$433K +$409K +1,195 New
DP
2282
Denver PWM
Colorado
$432K +$342 +1 +0.1%
RIS
2283
Retirement Income Solutions
Michigan
$432K -$81.8K -239 -16%
SP
2284
Successful Portfolios
Florida
$431K +$32.2K +94 +9%
JFGLC
2285
Johnson Financial Group LLC (Colorado)
Colorado
$430K +$101K +295 +33%
MCM
2286
McRae Capital Management
New Jersey
$429K
ORC
2287
O'Rourke & Company
Massachusetts
$429K +$1.03K +3 +0.3%
SBWIC
2288
Schaper Benz & Wise Investment Counsel
Wisconsin
$429K
ACA
2289
Atlas Capital Advisors
Wyoming
$429K -$1.9M -5,540 -82%
SWIM
2290
Smallwood Wealth Investment Management
New Jersey
$429K +$103K +300 +34%
WG
2291
Welch Group
Alabama
$429K
OPA
2292
Old Port Advisors
Maine
$428K -$65.4K -191 -14%
DIP
2293
DT Investment Partners
Pennsylvania
$428K
BWM
2294
Blossom Wealth Management
California
$428K +$6.16K +18 +2%
BBES
2295
Buffalo Business & Estate Services
New York
$428K -$5.15M -15,053 Closed
TVPW
2296
Third View Private Wealth
Connecticut
$427K -$80.1K -234 -17%
KWMG
2297
King Wealth Management Group
Florida
$427K +$1.03K +3 +0.3%
RWM
2298
Rockline Wealth Management
New York
$427K -$13K -38 -3%
CWL
2299
Causey Wealth LLC
Colorado
$426K
SPW
2300
Stillwater Private Wealth
Pennsylvania
$425K +$7.87K +23 +2%