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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
4426
Absher Wealth Management
North Carolina
$515K +$41.2K +226 +9%
PWM
4427
Penobscot Wealth Management
Maine
$514K +$16.1K +88 +3%
KLI
4428
Kelman-Lazarov Inc
Tennessee
$514K -$26.6K -146 -5%
SCM
4429
Stordahl Capital Management
Colorado
$512K
ACA
4430
Anchor Capital Advisors
Massachusetts
$510K -$18.2K -100 -4%
ELM
4431
Elite Life Management
Florida
$507K -$18.6K -102 -4%
GFP
4432
Guardian Financial Partners
California
$506K +$10K +55 +2%
IFS
4433
Ifrah Financial Services
Arkansas
$503K +$15.9K +87 +3%
CC
4434
Centiva Capital
New York
$502K +$295K +1,617 +150%
AWM
4435
Altus Wealth Management
Kentucky
$502K -$147K -804 -23%
PPW
4436
PACK Private Wealth
Minnesota
$502K -$15K -82 -3%
VIM
4437
Vista Investment Management
Pennsylvania
$501K -$42.7K -234 -8%
TPW
4438
TL Private Wealth
Texas
$500K
MIAS
4439
Mason Investment Advisory Services
Virginia
$500K -$102K -557 -17%
DWMS
4440
Dominguez Wealth Management Solutions
Virginia
$500K +$9.12K +50 +2%
SHFA
4441
SC&H Financial Advisors
Maryland
$499K -$162K -888 -25%
PBF
4442
Petix & Botte Financial
California
$499K
FWM
4443
Forza Wealth Management
Florida
$498K +$55.8K +306 +13%
LKIM
4444
Lawson Kroeker Investment Management
Nebraska
$498K +$49.1K +269 +11%
LSA
4445
Lansing Street Advisors
Pennsylvania
$497K +$69.3K +380 +17%
MPPW
4446
Mitchell & Pahl Private Wealth
Oklahoma
$497K +$212K +1,160 +77%
GWM
4447
Gitterman Wealth Management
New Jersey
$496K
HFF
4448
Halter Ferguson Financial
Indiana
$495K +$100K +549 +26%
AWA
4449
ARQ Wealth Advisors
Arizona
$495K +$19.3K +106 +4%
PWMG
4450
Private Wealth Management Group
New Jersey
$495K -$2.19K -12 -0.4%