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Name Holding Trade Value Shares
Change
Change in
Stake
GWMT
6026
Guardian Wealth Management (Tennessee)
Tennessee
$235K -$27.6K -110 -10%
Professional Financial Solutions
6027
Professional Financial Solutions
Virginia
$235K +$247K +984 New
Limestone Investment Advisors
6028
Limestone Investment Advisors
New York
$234K -$2.4M -9,546 -91%
Marks Wealth
6029
Marks Wealth
Maryland
$234K – – –
GEN Financial Management
6030
GEN Financial Management
Minnesota
$233K -$40.4K -161 -14%
CWD
6031
Clarity Wealth Development
Oregon
$233K +$245K +978 New
Marquette Asset Management
6032
Marquette Asset Management
Minnesota
$232K – – –
Generations Wealth LLC
6033
Generations Wealth LLC
Ohio
$231K +$244K +971 New
Briggs Wealth Management
6034
Briggs Wealth Management
Connecticut
$231K – – –
Kings Path Partners
6035
Kings Path Partners
Texas
$230K -$251K -1,000 -51%
Morton Community Bank
6036
Morton Community Bank
Illinois
$228K -$10K -40 -4%
CWM
6037
Capital Wealth Management
Rhode Island
$228K +$240K +956 New
1492 Capital Management
6038
1492 Capital Management
Wisconsin
$228K -$25.9K -103 -10%
Uncommon Cents Investing
6039
Uncommon Cents Investing
Wisconsin
$228K +$240K +955 New
Piedmont Capital Management (Montana)
6040
Piedmont Capital Management (Montana)
Montana
$227K +$233K +929 New
Ridge Creek Global
6041
Ridge Creek Global
Ohio
$226K +$238K +950 New
CSWG
6042
Cardinal Strategic Wealth Guidance
Kentucky
$226K +$238K +948 New
Israel Discount Bank of New York
6043
Israel Discount Bank of New York
New York
$225K +$237K +946 New
Cushing Capital Partners
6044
Cushing Capital Partners
Wisconsin
$225K +$237K +945 New
S.R. Schill & Associates
6045
S.R. Schill & Associates
Washington
$225K -$35.9K -143 -13%
Friedenthal Financial
6046
Friedenthal Financial
New Jersey
$225K – – –
Fusion Family Wealth
6047
Fusion Family Wealth
New York
$225K +$236K +942 New
Prism Advisors
6048
Prism Advisors
California
$224K +$236K +941 New
Stewardship Concepts Financial Services
6049
Stewardship Concepts Financial Services
Washington
$224K +$236K +939 New
ATX Financial Planning
6050
ATX Financial Planning
Texas
$223K +$235K +937 New