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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
3876
Colorado Capital Management
Colorado
$302K +$19.6K +203 +7%
KCM
3877
Kaye Capital Management
California
$302K -$208K -2,156 -42%
PWP
3878
Phillips Wealth Planners
Mississippi
$302K +$285K +2,955 New
WCM
3879
Wealthcare Capital Management
Virginia
$301K +$21.3K +220 +8%
GC
3880
Gibson Capital
Pennsylvania
$301K +$281K +2,912 New
EGWAG
3881
Elwood & Goetz Wealth Advisory Group
Georgia
$300K +$19.3K +200 +7%
GAM
3882
Garrison Asset Management
Arkansas
$300K +$280K +2,902 New
SHWM
3883
Smith & Howard Wealth Management
Georgia
$300K -$284K -2,937 -50%
FFP
3884
Forbes Financial Planning
Rhode Island
$300K
SAM
3885
Simplify Asset Management
Nevada
$299K +$280K +2,896 New
RBC
3886
Roble Belko & Company
Pennsylvania
$298K -$79.2K -820 -22%
NWA
3887
Navis Wealth Advisors
New York
$298K +$279K +2,883 New
AWA
3888
Alaska Wealth Advisors
Alaska
$297K -$1.26K -13 -0.5%
MCA
3889
Martin Capital Advisors
Texas
$296K -$13.5K -140 -5%
EIM
3890
Ervin Investment Management
Washington
$294K
AWM
3891
Act Wealth Management
Texas
$294K +$13.2K +137 +5%
PF
3892
Parker Financial
Washington
$293K
P
3893
Palladiem
Pennsylvania
$293K -$22.2K -230 -8%
FWS
3894
FinDec Wealth Services
California
$293K +$16.7K +173 +7%
SDWMA
3895
Schneider Downs Wealth Management Advisors
Pennsylvania
$292K -$88.9K -920 -25%
AWMG
3896
Alliance Wealth Management Group
New Jersey
$292K -$5.31K -55 -2%
WI
3897
Wedgewood Investors
Pennsylvania
$292K +$273K +2,825 New
VBWMG
3898
Von Berge Wealth Management Group
California
$291K
MWM
3899
Maripau Wealth Management
Indiana
$289K +$11.8K +122 +5%
HI
3900
Hendershot Investments
Virginia
$289K -$97 -1 -0%