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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
4276
Precision Wealth Strategies
Missouri
$674K +$2.94K +16 +0.5%
SMWM
4277
Silvia McColl Wealth Management
California
$673K
SMF
4278
Sterling Manor Financial
New York
$673K -$17.5K -95 -3%
GPWA
4279
Great Point Wealth Advisors
Massachusetts
$671K
LTAS
4280
Linden Thomas Advisory Services
North Carolina
$671K -$172K -937 -21%
WIP
4281
WealthCare Investment Partners
Rhode Island
$671K
CWM
4282
Cahill Wealth Management
Michigan
$670K +$12.1K +66 +2%
SHF
4283
Stage Harbor Financial
Massachusetts
$669K -$3.67K -20 -0.6%
SAM
4284
S.A. Mason
Michigan
$669K +$44.6K +243 +8%
HAFS
4285
Hapanowicz & Associates Financial Services
Pennsylvania
$669K
GWM
4286
Greenhouse Wealth Management
Connecticut
$668K +$6.43K +35 +1%
CS
4287
Crescent Sterling
Louisiana
$666K +$40.6K +221 +7%
NWM
4288
Napa Wealth Management
California
$666K +$633K +3,446 New
TI
4289
tru Independence
Oregon
$665K +$108K +590 +21%
WAM
4290
Worth Asset Management
Texas
$665K -$36.4K -198 -5%
CFGSD
4291
Compass Financial Group (South Dakota)
South Dakota
$664K +$70.2K +382 +13%
TFF
4292
The Family Firm
Maryland
$662K +$8.27K +45 +1%
AAS
4293
Asset Allocation Strategies
Michigan
$660K -$8.82K -48 -1%
WN
4294
Williams & Novak
California
$659K +$140K +762 +29%
LIM
4295
Lathrop Investment Management
Arkansas
$659K +$11K +60 +2%
SWIM
4296
Smallwood Wealth Investment Management
New Jersey
$658K
BA
4297
Bellwether Advisors
Nebraska
$657K +$109K +594 +21%
CPCM
4298
Cardinal Point Capital Management
Ontario, Canada
$657K +$128K +699 +26%
W
4299
WorthPointe
California
$657K +$18.6K +101 +3%
AWA
4300
Alaska Wealth Advisors
Alaska
$655K +$38.4K +209 +7%