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Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
5101
Torrey-Payne Wealth Management
California
$697K +$54.4K +247 +8%
OWM
5102
Orgel Wealth Management
Wisconsin
$696K +$107K +485 +17%
DW
5103
Dodds Wealth
Colorado
$696K -$17.2K -78 -2%
PF
5104
Penney Financial
Texas
$695K +$55K +250 +8%
1IA
5105
1620 Investment Advisors
Massachusetts
$695K -$15.2K -69 -2%
ITB
5106
Idaho Trust Bank
Idaho
$695K -$18.1K -82 -2%
SMF
5107
Sterling Manor Financial
New York
$694K
DFG
5108
Dynamic Financial Group
Iowa
$693K
OCFG
5109
O'Connor Financial Group
Illinois
$693K +$9.03K +41 +1%
CIR
5110
Clear Investment Research
Georgia
$690K +$57K +259 +8%
B
5111
BetterWealth
California
$689K +$92.7K +421 +15%
TCM
5112
Tuttle Capital Management
Connecticut
$689K
MF
5113
Midwestern Financial
Iowa
$689K +$106K +480 +17%
HCA
5114
Hyperion Capital Advisors
New York
$687K
AWA
5115
Aquire Wealth Advisors
Utah
$687K +$89.8K +408 +14%
GJIA
5116
Glass Jacobson Investment Advisors
Maryland
$687K +$1.1K +5 +0.2%
AI
5117
Aperture Investors
New York
$687K -$5.23M -23,776 -88%
CWM
5118
Contango Wealth Management
California
$684K -$74.9K -340 -9%
WI
5119
Wedgewood Investors
Pennsylvania
$682K +$30.8K +140 +4%
RFO
5120
RiverGlades Family Offices
Florida
$681K +$720K +3,270 New
MPW
5121
MA Private Wealth
California
$680K +$353K +1,603 +96%
HWA
5122
HMV Wealth Advisors
Louisiana
$679K +$24.2K +110 +3%
E3F
5123
Eight 31 Financial
Texas
$677K
AIA
5124
Allied Investment Advisors
Montana
$676K +$23.6K +107 +3%
KG
5125
Kieckhefer Group
Wisconsin
$676K +$99.7K +453 +16%