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Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
5176
PFG Private Wealth Management
Florida
$769K +$262K +1,044 +48%
OWA
5177
ORBA Wealth Advisors
Illinois
$769K +$810K +3,225 New
AIA
5178
Allied Investment Advisors
Montana
$768K -$6.28K -25 -0.8%
MFWM
5179
Motley Fool Wealth Management
Virginia
$767K -$48.8M -194,612 -98%
MWM
5180
Melfa Wealth Management
Massachusetts
$767K +$14.1K +56 +2%
MA
5181
Macro Advisors
Pennsylvania
$766K +$90.6K +361 +13%
SWM
5182
Sagace Wealth Management
Florida
$765K +$20.1K +80 +3%
SFP
5183
SwitchPoint Financial Planning
Utah
$765K +$103K +410 +15%
BWG
5184
Berry Wealth Group
Texas
$764K +$16.6K +66 +2%
GC
5185
Granville Capital
North Carolina
$763K +$15.6K +62 +2%
LWM
5186
Laidlaw Wealth Management
New York
$762K -$43.9K -175 -5%
BWA
5187
Bestgate Wealth Advisors
Maryland
$762K
TLA
5188
Tanglewood Legacy Advisors
Texas
$762K
EP
5189
E6 Portfolios
Utah
$761K +$279K +1,110 +53%
OA
5190
Oceanside Advisors
South Carolina
$760K +$502K +2,000 +168%
AWM
5191
Aberdeen Wealth Management
Illinois
$758K -$408K -1,625 -34%
HFS
5192
Hughes Financial Services
Virginia
$757K +$183K +729 +30%
HWM
5193
HBE Wealth Management
Nebraska
$756K +$7.53K +30 +1%
FCMC
5194
Founders Capital Management (Connecticut)
Connecticut
$754K
RPA
5195
Redwood Park Advisors
California
$753K +$20.1K +80 +3%
LWM
5196
Latko Wealth Management
Illinois
$753K +$104K +413 +15%
AP
5197
Aspect Partners
Virginia
$752K -$1K -4 -0.1%
MSWA
5198
Marshall & Sterling Wealth Advisors
New York
$751K +$33.1K +132 +4%
EF
5199
Elite Financial
Idaho
$750K -$25.1K -100 -3%
AWMI
5200
Aegis Wealth Management (Iowa)
Iowa
$749K +$169K +673 +27%