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Name Holding Trade Value Shares
Change
Change in
Stake
NA
5226
Nordwand Advisors
Pennsylvania
$341K
SOWAS
5227
Silver Oak Wealth Advisors Services
California
$339K +$147K +719 New
EWA
5228
ERTS Wealth Advisors
Michigan
$337K -$11.5K -56 -4%
RCWM
5229
Red Crane Wealth Management
California
$337K +$314K +1,535 New
BWA
5230
Boulder Wealth Advisors
Colorado
$336K +$50.7K +248 +19%
MGWA
5231
Monument Group Wealth Advisors
Massachusetts
$336K +$313K +1,530 New
HWM
5232
Horizons Wealth Management
North Carolina
$335K -$11.3K -55 -3%
SA
5233
Sincerus Advisory
New York
$335K +$313K +1,529 New
PCMC
5234
Paragon Capital Management (Colorado)
Colorado
$333K +$310K +1,516 New
GSF
5235
Grove Street Fiduciary
New Hampshire
$332K +$310K +1,513 New
RWM
5236
Rialto Wealth Management
New York
$331K +$309K +1,509 New
FVCM
5237
F&V Capital Management
Florida
$331K +$42.6K +208 +16%
FFG
5238
Foundry Financial Group
New Hampshire
$331K +$10.4K +51 +4%
SFO
5239
Standard Family Office
South Dakota
$330K
VI
5240
Versor Investments
New York
$330K -$184K -897 -37%
LAM
5241
Lifestyle Asset Management
Texas
$330K
HS
5242
Horan Securities
United States
$329K +$17.2K +84 +6%
LAM
5243
Lakewood Asset Management
Illinois
$329K -$10.2K -50 -3%
FWM
5244
FMA Wealth Management
Massachusetts
$329K
MSWM
5245
Mowery & Schoenfeld Wealth Management
Illinois
$328K +$75.3K +368 +33%
HFS
5246
Hughes Financial Services
Virginia
$327K +$305K +1,491 New
HWA
5247
Hilltop Wealth Advisors
North Carolina
$325K +$33.6K +164 +12%
AIA
5248
Arbor Investment Advisors
North Carolina
$325K
DWA
5249
Delta Wealth Advisors
Indiana
$325K
MAM
5250
McCarthy Asset Management
California
$325K