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Name Holding Trade Value Shares
Change
Change in
Stake
BOC
4151
Barbara Oil Co
Illinois
$2.03M
FGWP
4152
Founders Grove Wealth Partners
Virginia
$2.03M +$371K +1,622 +23%
TFO
4153
Tarbox Family Office
California
$2.03M -$279K -1,219 -12%
PWA
4154
Portus Wealth Advisors
North Carolina
$2.02M +$127K +555 +7%
LWP
4155
LeClair Wealth Partners
Ohio
$2.02M -$4.58K -20 -0.2%
BWS
4156
Broadway Wealth Solutions
Texas
$2.02M -$58.6K -256 -3%
PWM
4157
Prentice Wealth Management
New York
$2.02M +$26.5K +116 +1%
NWA
4158
Navis Wealth Advisors
New York
$2.02M +$329K +1,438 +20%
IRC
4159
Investors Research Corp
Georgia
$2.01M -$9.15K -40 -0.5%
CWMGO
4160
Capstone Wealth Management Group (Oregon)
Oregon
$2.01M
LHP
4161
Lexington Hill Partners
Texas
$2.01M +$1.99M +8,719 New
FLP
4162
Financial Life Planners
Arizona
$2.01M +$63.4K +277 +3%
OC
4163
Optima Capital
Oregon
$2.01M +$686 +3 +0%
TCM
4164
Traub Capital Management
Massachusetts
$2.01M -$9.15K -40 -0.5%
PJWM
4165
Philip James Wealth Mangement
Georgia
$2M +$30.7K +134 +2%
TCM
4166
Thoma Capital Management
Maryland
$2M -$209K -913 -10%
FF
4167
Francis Financial
$2M -$606K -2,647 -23%
CWMP
4168
Clarion Wealth Managment Partners
Virginia
$2M +$184K +806 +10%
SSC
4169
Syverson Strege & Co
Iowa
$1.99M +$83.3K +364 +4%
OPA
4170
Old Port Advisors
Maine
$1.99M +$304K +1,330 +18%
KDA
4171
Kraft Davis & Associates
Missouri
$1.99M +$41.9K +183 +2%
SF
4172
Seek First
California
$1.99M +$1.14K +5 +0.1%
RF
4173
Robinswood Financial
Washington
$1.99M +$1.6K +7 +0.1%
SPW
4174
Signet Private Wealth
Illinois
$1.99M +$1.97M +8,605 New
SWM
4175
Silverlake Wealth Management
Vermont
$1.98M +$43K +188 +2%