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Name Holding Trade Value Shares
Change
Change in
Stake
MPW
5476
Melone Private Wealth
Michigan
$220K
OFC
5477
Oakland Financial Corp
$220K
PTCG
5478
Pring Turner Capital Group
California
$220K
TCTWM
5479
Three Cord True Wealth Management
Pennsylvania
$219K -$81.7K -361 -27%
KCM
5480
Kendall Capital Management
Maryland
$214K -$5.88K -26 -3%
PA
5481
Prism Advisors
California
$214K -$5.43K -24 -2%
ACM
5482
Adalta Capital Management
New York
$213K
LWA
5483
Lowe Wealth Advisors
Maryland
$213K
KPP
5484
Kings Path Partners
Texas
$212K -$4.53K -20 -2%
SCM
5485
Semanteon Capital Management
Massachusetts
$211K -$24K -106 -10%
UI
5486
Unconventional Investor
New Hampshire
$211K +$4.07K +18 +2%
APW
5487
Axim Planning & Wealth
Ohio
$210K -$69.5K -307 -24%
JRFS
5488
James Reed Financial Services
Ohio
$210K -$16.8K -74 -7%
LWM
5489
Luminvest Wealth Management
Arizona
$209K
SC
5490
Stephenson & Company
California
$208K
FWS
5491
FinDec Wealth Services
California
$208K +$4.75K +21 +2%
FFW
5492
Fusion Family Wealth
New York
$207K
CLP
5493
Charis Legacy Partners
Texas
$207K +$213K +941 New
IFO
5494
Independent Family Office
New York
$205K
AIM
5495
Aurora Investment Managers
Florida
$204K
AWMG
5496
ADG Wealth Management Group
Louisiana
$204K +$210K +928 New
ARC
5497
Advisor Resource Council
Texas
$202K -$1.32M -5,816 -86%
KV
5498
Kickstand Ventures
New York
$201K
FC
5499
Family CFO
California
$200K
DAM
5500
Diamant Asset Management
Connecticut
$200K +$206K +911 New