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Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
1726
Patrick M. Sweeney & Associates
Illinois
$312K – – –
GPW
1727
Gentry Private Wealth
Kansas
$310K – – –
WPWM
1728
Western Pacific Wealth Management
Illinois
$310K – – –
CFFP
1729
Center for Financial Planning
Michigan
$309K -$31.5K -23 -9%
MVF
1730
Markin Volterra Fund
New York
$309K -$42.5K -31 -12%
LW
1731
Livet Wealth
Utah
$309K +$2.74K +2 +0.9%
SP
1732
Stablepoint Partners
Massachusetts
$309K +$4.11K +3 +1%
FWP
1733
Flatrock Wealth Partners
California
$308K +$12.3K +9 +4%
GPWM
1734
Grant Private Wealth Management
California
$306K +$318K +232 New
AG
1735
AmeriFlex Group
Nevada
$306K -$53.4K -39 -14%
SL
1736
Salomon & Ludwin
Virginia
$306K +$103K +75 +48%
WCFA
1737
Walkner Condon Financial Advisors
Wisconsin
$305K +$58.9K +43 +23%
GA
1738
Goldstein Advisors
Wisconsin
$304K -$78.1K -57 -20%
FMI
1739
F/M Investments
District of Columbia
$304K -$49.3K -36 -14%
NWM
1740
Nolet Wealth Management
Texas
$303K +$27.4K +20 +10%
RA
1741
Range Advisory
Virginia
$303K +$314K +229 New
SHGA
1742
Sand Hill Global Advisors
California
$301K +$312K +228 New
DCA
1743
DSG Capital Advisors
Minnesota
$300K +$311K +227 New
BPW
1744
BLVD Private Wealth
Kentucky
$299K -$11K -8 -3%
TWP
1745
Tyche Wealth Partners
Texas
$298K +$12.3K +9 +4%
4WM
1746
49 Wealth Management
Texas
$297K -$13.7K -10 -4%
FMP
1747
Financial Management Professionals
Texas
$297K +$12.3K +9 +4%
CAM
1748
Clark Asset Management
New Hampshire
$297K +$43.9K +32 +17%
AWA
1749
AGH Wealth Advisors
Kansas
$297K -$27.4K -20 -8%
OCM
1750
Osbon Capital Management
Massachusetts
$296K +$27.4K +20 +10%