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Name Holding Trade Value Shares
Change
Change in
Stake
SW
4026
Simplicity Wealth
New Jersey
$241K
MAG
4027
Mokosak Advisory Group
Iowa
$241K +$3.09K +20 +1%
SEM
4028
Strategic Equity Management
Arizona
$241K +$229K +1,480 New
IF
4029
Insight Folios
North Carolina
$238K -$18.5K -120 -8%
PA
4030
Prism Advisors
California
$238K +$3.09K +20 +1%
IWP
4031
IAG Wealth Partners
Wisconsin
$238K +$55.6K +360 +33%
WF
4032
Whelan Financial
California
$238K +$226K +1,460 New
SG
4033
Swarthmore Group
Pennsylvania
$235K -$108K -700 -33%
BBHBI
4034
B, B, H, & B Inc
Alabama
$235K -$95.8K -620 -30%
FM
4035
Foster & Motley
Ohio
$235K -$49.4K -320 -18%
LA
4036
Lakeside Advisors
Washington
$235K +$15.5K +100 +7%
CWR
4037
Chico Wealth RIA
California
$235K +$223K +1,440 New
SPI
4038
Sutton Place Investors
New York
$234K +$250K +1,620 New
MWM
4039
MBE Wealth Management
Wisconsin
$231K -$9.27K -60 -4%
ETIA
4040
Epic Trust Investment Advisors
Washington
$231K
HCM
4041
Hudson Capital Management
New Jersey
$231K
FWM
4042
Fortress Wealth Management
California
$231K +$219K +1,420 New
TWP
4043
Total Wealth Planning
Ohio
$231K +$219K +1,420 New
BT
4044
Brandywine Trust
Delaware
$228K
BWA
4045
Brave Warrior Advisors
New York
$228K
HWM
4046
Holloway Wealth Management
Florida
$228K
WIA
4047
Wealthstreet Investment Advisors
Texas
$228K
BC
4048
Bridgefront Capital
Texas
$228K +$216K +1,400 New
FWM
4049
FSA Wealth Management
Massachusetts
$227K
ARS
4050
Adirondack Retirement Specialists
New York
$225K -$189K -1,220 -47%