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Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
5276
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$258K +$44.7K +206 +18%
JAA
5277
Joel Adams & Associates
North Carolina
$257K
LWA
5278
Lifelong Wealth Advisors
Minnesota
$256K +$9.55K +44 +3%
BCM
5279
Basso Capital Management
Connecticut
$254K
NWMG
5280
Nicholson Wealth Management Group
South Carolina
$254K
EWA
5281
Elevate Wealth Advisory
Georgia
$254K +$13.2K +61 +5%
OBWP
5282
O'Brien Wealth Partners
Massachusetts
$253K +$50.8K +234 +21%
BA
5283
BCM Advisors
Louisiana
$252K +$651 +3 +0.2%
MRP
5284
Measured Risk Portfolios
California
$252K +$5.86K +27 +2%
HF
5285
Holcombe Financial
Georgia
$252K
AIM
5286
Archer Investment Management
Texas
$251K +$10.6K +49 +4%
RL
5287
Retireful LLC
Michigan
$251K -$857K -3,948 -75%
AM
5288
Account Management
Massachusetts
$250K -$107K -495 -27%
SWM
5289
SpringVest Wealth Management
Texas
$250K +$12.8K +59 +5%
TCTWM
5290
Three Cord True Wealth Management
Pennsylvania
$248K -$16.1K -74 -5%
CNFG
5291
Creegan & Nassoura Financial Group
New Hampshire
$247K
IWM
5292
IMG Wealth Management
Florida
$247K +$14.1K +65 +5%
SFCL
5293
Strengthening Families & Communities LLC
Massachusetts
$247K -$66K -304 -19%
CPWM
5294
Cypress Point Wealth Management
Texas
$247K -$25.6K -118 -8%
NIA
5295
NBZ Investment Advisors
Tennessee
$247K +$58.6K +270 +26%
TFG
5296
Team Financial Group
California
$246K +$34.3K +158 +14%
NA
5297
Nestegg Advisors
New York
$245K
PWS
5298
Physician Wealth Solutions
Nevada
$244K
NOI
5299
Newton One Investments
Delaware
$244K
TBWA
5300
Three Bridge Wealth Advisors
California
$244K