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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
2401
Innova Wealth Partners
Pennsylvania
$241K +$248K +848 New
OCM
2402
Objective Capital Management
Ohio
$241K +$2.63K +9 +1%
CAM
2403
Concorde Asset Management
Michigan
$241K -$69.6K -238 -22%
RW
2404
REDW Wealth
New Mexico
$241K – – –
SC
2405
Schulhoff & Co
Ohio
$240K – – –
UL
2406
Unionview LLC
Washington
$240K -$293 -1 -0.1%
MFFIA
2407
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$239K – – –
MAM
2408
McLean Asset Management
Virginia
$239K +$2.05K +7 +0.8%
NWM
2409
Northwest Wealth Management
Iowa
$239K -$293 -1 -0.1%
BTWM
2410
Brass Tax Wealth Management
Ohio
$239K +$245K +839 New
UC
2411
Unio Capital
New Jersey
$238K -$14.6K -50 -6%
ERIM
2412
Eagle Ridge Investment Management
Connecticut
$237K – – –
SCI
2413
S&CO Inc
Massachusetts
$237K – – –
ACA
2414
Affinity Capital Advisors
California
$236K +$4.97K +17 +2%
CWG
2415
Crown Wealth Group
North Carolina
$236K +$13.2K +45 +6%
TWG
2416
The Wealth Group
Minnesota
$235K -$21.9K -75 -9%
CFSG
2417
Clark Financial Services Group
Missouri
$235K +$242K +827 New
SWRP
2418
Summit Wealth & Retirement Planning
California
$235K +$14.6K +50 +6%
HGWM
2419
Horst & Graben Wealth Management
Oregon
$235K +$1.46K +5 +0.6%
CWM
2420
Compass Wealth Management
Connecticut
$234K – – –
GAM
2421
Gemmer Asset Management
California
$234K -$12.3K -42 -5%
RMAM
2422
Raab & Moskowitz Asset Management
New Jersey
$234K +$14.6K +50 +6%
CWM
2423
Campbell Wealth Management
Virginia
$233K +$239K +818 New
SPFA
2424
Summit Place Financial Advisors
New Jersey
$233K -$26K -89 -10%
CPA
2425
Capital Planning Advisors
California
$233K +$23.1K +79 +11%