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Name Holding Trade Value Shares
Change
Change in
Stake
WLG
4576
Williamson Legacy Group
Indiana
$956K -$1.46M -6,468 -60%
MBI
4577
May Barnhard Investments
Maryland
$955K -$467K -2,063 -32%
HFA
4578
High Falls Advisors
New York
$955K
CKAIS
4579
Christensen King & Associates Investment Services
Washington
$954K +$187K +827 +23%
PF
4580
Parker Financial
Washington
$954K -$99.6K -440 -9%
SVWG
4581
Shared Vision Wealth Group
United States
$950K -$76.3K -337 -7%
BAWC
4582
Boyce & Associates Wealth Consulting
Texas
$948K
MIM
4583
Martin Investment Management
Florida
$947K +$90.5K +400 +10%
SI
4584
Severin Investments
Missouri
$945K -$182K -802 -16%
VIM
4585
Vista Investment Management
Pennsylvania
$945K +$11.3K +50 +1%
MLIC
4586
Mandatum Life Insurance Company
Finland
$945K -$962K -4,248 -50%
BWM
4587
BankPlus Wealth Management
Mississippi
$944K +$21.1K +93 +2%
SR
4588
Syntax Research
Florida
$944K
LIA
4589
LifePlan Investment Advisors
North Carolina
$944K +$20.4K +90 +2%
OIS
4590
OneAscent Investment Solutions
Alabama
$943K -$679 -3 -0.1%
RWM
4591
Refined Wealth Management
Utah
$943K +$2.26K +10 +0.2%
BWM
4592
Base Wealth Management
Florida
$943K +$33.3K +147 +4%
FWA
4593
FSC Wealth Advisors
New York
$942K -$2.26K -10 -0.2%
CRI
4594
Commonwealth Retirement Investments
Virginia
$940K
SRWM
4595
Shira Ridge Wealth Management
California
$938K +$31.5K +139 +3%
PWMA
4596
Pension & Wealth Management Advisors
Massachusetts
$937K +$142K +629 +17%
5W
4597
5T Wealth
California
$936K +$2.26K +10 +0.2%
BIS
4598
BG Investment Services
Guam
$934K +$229K +1,012 +31%
SCA
4599
Scott Capital Advisors
Oregon
$930K +$19K +84 +2%
WMN
4600
Wealth Management Nebraska
Nebraska
$929K +$26.7K +118 +3%