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Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
3351
Iron Horse Wealth Management
Iowa
$52.7K – – –
SFCL
3352
Strengthening Families & Communities LLC
Massachusetts
$44K – – –
TWD
3353
True Wealth Design
Ohio
$44K +$2.86K +4 +7%
SGC
3354
Slocum, Gordon & Co
Rhode Island
$42.5K – – –
DSM Capital Partners
3355
DSM Capital Partners
Florida
$40.3K – – –
FFL
3356
Financial Freedom LLC
Ohio
$36.9K – – –
AP
3357
Aspect Partners
Virginia
$34.4K – – –
RWM
3358
Raffa Wealth Management
District of Columbia
$33.7K -$4.28K -6 -12%
MBFW
3359
Morton Brown Family Wealth
Pennsylvania
$33.1K – – –
HCA
3360
Heck Capital Advisors
Wisconsin
$33K – – –
SFA
3361
Semmax Financial Advisors
North Carolina
$32.6K -$1.43K -2 -5%
RWA
3362
Redmont Wealth Advisors
Illinois
$31.5K +$30.7K +43 New
WFA
3363
West Financial Advisors
Iowa
$30K – – –
RL
3364
Rogco LP
Oklahoma
$30K +$6.42K +9 +28%
WIA
3365
Wetzel Investment Advisors
Indiana
$29.9K -$2.14K -3 -7%
FRA
3366
Frank Rimerman Advisors
California
$29.3K – – –
SA
3367
SRH Advisors
Kansas
$29.3K – – –
AFWM
3368
Abich Financial Wealth Management
Virginia
$27.1K +$5.71K +8 +28%
CWAF
3369
Core Wealth Advisors (Florida)
Florida
$26.4K – – –
BSC
3370
Brown Shipley & Co
United Kingdom
$25.5K – – –
RWM
3371
Ruedi Wealth Management
Illinois
$25K – – –
FFA
3372
Frazier Financial Advisors
Ohio
$24.2K +$7.85K +11 +50%
EPW
3373
Evergreen Private Wealth
Colorado
$23.4K – – –
KFP
3374
Keener Financial Planning
Texas
$23K +$14.3K +20 +182%
CWM
3375
CarsonAllaria Wealth Management
Illinois
$22.8K – – –