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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1876
Altus Wealth Management
Kentucky
$210K -$24.9K -121 -10%
AF
1877
Apollon Financial
South Carolina
$210K +$29.4K +143 +15%
HC
1878
Hamilton Capital
Ohio
$209K -$8.22K -40 -4%
OHWP
1879
Oak Harbor Wealth Partners
North Carolina
$209K +$1.23K +6 +0.6%
LWM
1880
LongView Wealth Management
Georgia
$209K -$38.6K -188 -15%
CMAI
1881
Capital Management Associates Inc
Minnesota
$209K +$6.58K +32 +3%
FFS
1882
Founders Financial Securities
Maryland
$209K -$10.1K -49 -4%
WAM
1883
Walker Asset Management
Missouri
$208K -$27.1K -132 -11%
AC
1884
Annandale Capital
Texas
$208K -$4.32K -21 -2%
MAG
1885
M3 Advisory Group
Massachusetts
$206K +$220K +1,069 New
SAM
1886
SP Asset Management
California
$206K +$219K +1,068 New
QI
1887
Qtron Investments
Massachusetts
$206K -$166K -808 -43%
SA
1888
Sunesis Advisors
Kansas
$206K – – –
Forvis Mazars Wealth Advisors
1889
Forvis Mazars Wealth Advisors
Missouri
$205K -$77.5K -377 -26%
NCM
1890
Next Capital Management
New York
$205K +$57.1K +278 +35%
GWA
1891
GGM Wealth Advisors
Maryland
$205K – – –
CFS
1892
Coordinated Financial Services
Colorado
$205K +$218K +1,060 New
AFWM
1893
Abich Financial Wealth Management
Virginia
$204K +$2.47K +12 +1%
MWM
1894
MinichMacGregor Wealth Management
New York
$204K -$11.5K -56 -5%
PWM
1895
Purus Wealth Management
California
$204K -$69.9K -340 -24%
RFN
1896
Redwood Financial Network
Ohio
$203K – – –
CFC
1897
Coyle Financial Counsel
Illinois
$203K -$5.14K -25 -2%
FA
1898
Fountainhead AM
New Jersey
$203K -$6.99K -34 -3%
MFC
1899
Mechanics Financial Corp
Ohio
$203K – – –
WA
1900
WESPAC Advisors
California
$203K – – –