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Name Holding Trade Value Shares
Change
Change in
Stake
IPW
3551
Inlet Private Wealth
Florida
$734K
CRCM
3552
Corbett Road Capital Management
Virginia
$734K +$20.5K +120 +3%
BWIA
3553
Bryant Woods Investment Advisors
New York
$733K +$753K +4,400 New
WA
3554
WESPAC Advisors
California
$730K -$476K -2,780 -39%
BA
3555
Bridge Advisory
California
$730K +$58.2K +340 +8%
AWC
3556
Adamsbrown Wealth Consultants
Kansas
$730K +$750K +4,380 New
PGWM
3557
Pitti Group Wealth Management
New York
$730K +$750K +4,380 New
PPWM
3558
PFG Private Wealth Management
Florida
$727K -$37.7K -220 -5%
WP
3559
Wealthspan Partners
Iowa
$727K +$746K +4,360 New
HFS
3560
Horizon Financial Services
North Carolina
$727K
WA
3561
Wambolt & Associates
Colorado
$720K +$47.9K +280 +7%
PWA
3562
Peterson Wealth Advisors
Utah
$720K +$68.5K +400 +10%
AFO
3563
Allie Family Office
Florida
$720K +$739K +4,320 New
SFP
3564
Sweet Financial Partners
Minnesota
$720K +$739K +4,320 New
FVCM
3565
F&V Capital Management
Florida
$717K -$13.7K -80 -2%
MAM
3566
MMA Asset Management
Pennsylvania
$717K +$6.85K +40 +0.9%
MWM
3567
MinichMacGregor Wealth Management
New York
$710K
GAM
3568
Gould Asset Management
California
$710K +$61.6K +360 +9%
BWM
3569
BlackDiamond Wealth Management
New York
$710K +$729K +4,260 New
CFIA
3570
Cantor Fitzgerald Investment Advisors
New York
$707K
MW
3571
Milestone Wealth
New York
$707K +$726K +4,240 New
WB
3572
West Bancorporation
Iowa
$707K +$726K +4,240 New
PD
3573
Planning Directions
Pennsylvania
$704K
AWM
3574
Aspire Wealth Management
Massachusetts
$704K +$722K +4,220 New
MAWAG
3575
Mid-American Wealth Advisory Group
Missouri
$704K +$722K +4,220 New