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Name Holding Trade Value Shares
Change
Change in
Stake
LWMNY
4926
Landmark Wealth Management (New York)
New York
$594K -$14.7K -65 -2%
RWM
4927
RMG Wealth Management
Wisconsin
$594K -$35.8K -158 -5%
TCM
4928
TruNorth Capital Management
Michigan
$594K +$166K +733 +37%
PWM
4929
Penobscot Wealth Management
Maine
$593K -$19.5K -86 -3%
WIM
4930
Wittenberg Investment Management
Massachusetts
$591K
HPM
4931
Hudson Portfolio Management
New York
$590K -$4.53K -20 -0.7%
AIA
4932
Armor Investment Advisors
North Carolina
$587K -$22.4K -99 -4%
JC
4933
JBGlobal.com
New York
$586K
FI
4934
FWG Investments
Kentucky
$585K -$52.7K -233 -8%
MFA
4935
Millington Financial Advisors
Illinois
$585K +$74K +327 +14%
LKIM
4936
Lawson Kroeker Investment Management
Nebraska
$585K
RPGNY
4937
Retirement Planning Group (New York)
New York
$584K +$602K +2,660 New
SHF
4938
Stage Harbor Financial
Massachusetts
$584K -$3.85K -17 -0.6%
WIM
4939
Waycross Investment Management
Washington
$584K +$58.9K +260 +11%
OF
4940
Optimize Financial
California
$583K -$185K -817 -24%
IVP
4941
Intrinsic Value Partners
Arizona
$583K
HIW
4942
Holos Integrated Wealth
Pennsylvania
$583K
SWA
4943
ShankerValleau Wealth Advisors
Illinois
$582K
CFSG
4944
Clark Financial Services Group
Missouri
$581K +$1.36K +6 +0.2%
SEA
4945
Stegent Equity Advisors
Texas
$581K -$31K -137 -5%
MI
4946
Motiv8 Investments
Florida
$581K +$104K +461 +21%
LWM
4947
Lighthouse Wealth Management
Ohio
$578K -$50.7K -224 -8%
1L
4948
10Elms LLP
Oklahoma
$576K
CB
4949
Chris Bulman
California
$576K +$67K +296 +13%
RFG
4950
REAP Financial Group
Texas
$576K -$801K -3,537 -57%