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Name Holding Trade Value Shares
Change
Change in
Stake
I
1951
INVST
Indiana
$295K -$4.23K -19 -1%
PWM
1952
Palacios Wealth Management
Florida
$295K – – –
PAM
1953
PCG Asset Management
New Jersey
$294K -$8.9K -40 -3%
RFP
1954
Root Financial Partners
California
$294K +$133K +598 +78%
KWMG
1955
King Wealth Management Group
Florida
$294K +$4K +18 +1%
S
1956
Sunpointe
Missouri
$294K +$1.56K +7 +0.5%
NAMNJ
1957
NorthStar Asset Management (New Jersey)
New Jersey
$294K +$14K +63 +5%
BW
1958
BIP Wealth
Georgia
$294K -$68.1K -306 -18%
IP
1959
Isthmus Partners
Wisconsin
$294K – – –
KCP
1960
Kera Capital Partners
California
$294K +$22.7K +102 +8%
M1FG
1961
Mach-1 Financial Group
Arkansas
$293K -$102K -458 -25%
FFA
1962
Fi3 Financial Advisors
Indiana
$293K -$685K -3,080 -91%
SWA
1963
SOA Wealth Advisors
New York
$293K -$65.2K -293 -18%
AL
1964
ADE LLC
Maryland
$292K -$11.1K -50 -4%
CFO
1965
Cambient Family Office
Michigan
$292K +$9.79K +44 +3%
NG
1966
Novem Group
New York
$291K -$899K -4,040 -75%
ICP
1967
Impact Capital Partners
Colorado
$290K -$9.57K -43 -3%
RW
1968
Rockport Wealth
Ohio
$290K +$298K +1,338 New
LW
1969
Linscomb Wealth
Texas
$289K -$128K -577 -30%
TF
1970
Tudor Financial
Ohio
$289K – – –
WF
1971
Welch & Forbes
Massachusetts
$289K -$30.3K -136 -9%
CIG
1972
Cairn Investment Group
Washington
$288K – – –
WOSD
1973
WFA of San Diego
California
$287K -$49.8K -224 -15%
MW
1974
Members Wealth
Pennsylvania
$287K +$222 +1 +0.1%
MWM
1975
Marietta Wealth Management
Georgia
$287K +$24.3K +109 +9%