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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
3251
Valued Wealth Advisors
Utah
$133K -$13K -81 -10%
RTL
3252
Red Tortoise LLC
Georgia
$132K +$641 +4 +0.5%
ATC
3253
Advantage Trust Company
Kansas
$129K -$120K -750 -50%
SRCM
3254
Signature Resources Capital Management
California
$128K
RWM
3255
Reston Wealth Management
Virginia
$127K +$118K +735 New
DMKJ
3256
David M. Knott Jr
$122K
TCM
3257
TD Capital Management
Tennessee
$121K +$24.5K +153 +28%
SWA
3258
SOA Wealth Advisors
New York
$121K +$1.76K +11 +2%
WTG
3259
West Tower Group
Virginia
$121K -$208K -1,300 -65%
PCM
3260
Palouse Capital Management
Washington
$121K -$1.6K -10 -1%
MB
3261
Mizuho Bank
Japan
$121K
AEPWM
3262
Atlantic Edge Private Wealth Management
Florida
$119K +$8.02K +50 +8%
PWMA
3263
Pension & Wealth Management Advisors
Massachusetts
$117K +$42.6K +266 +65%
PCWA
3264
Pacific Capital Wealth Advisors
California
$116K +$26.3K +164 +32%
PH
3265
Pinnacle Holdings
Oklahoma
$116K +$108K +673 New
HGA
3266
Hobbs Group Advisors
South Carolina
$116K +$32.2K +201 +43%
FIM
3267
FWL Investment Management
Texas
$116K +$12.8K +80 +14%
W
3268
WealthCollab
Washington
$115K +$21.8K +136 +26%
TWD
3269
True Wealth Design
Ohio
$115K +$72.8K +454 +216%
KFP
3270
Keener Financial Planning
Texas
$113K
FFA
3271
Frazier Financial Advisors
Ohio
$112K -$64K -399 -38%
HFS
3272
HBC Financial Services
Washington
$109K -$894K -5,579 -90%
PA
3273
PSI Advisors
Florida
$109K
IAIM
3274
International Assets Investment Management
Florida
$107K +$1.32B +8,209,650 +22,523%
FFL
3275
Financial Freedom LLC
Ohio
$107K +$160 +1 +0.2%