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Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
2851
Strategic Family Wealth Counselors
New Jersey
$219K +$10.3K +206 +5%
GKWIM
2852
Gerber Kawasaki Wealth & Investment Management
California
$219K -$11.7K -234 -5%
NC
2853
NovaPoint Capital
Georgia
$219K -$26.7K -536 -11%
OWM
2854
OneAscent Wealth Management
Alabama
$218K +$18.5K +371 +9%
SSW
2855
Smith Shellnut Wilson
Mississippi
$216K – – –
PWM
2856
Proathlete Wealth Management
Florida
$216K -$2.25K -45 -1%
SSW
2857
Stone Summit Wealth
Florida
$216K +$50 +1 +0%
NF
2858
Nikulski Financial
Iowa
$215K +$8.53K +171 +4%
IGWM
2859
ICA Group Wealth Management
Colorado
$215K +$9.23K +185 +4%
GMFG
2860
Greater Midwest Financial Group
Minnesota
$215K +$948 +19 +0.4%
CWP
2861
Concord Wealth Partners
Virginia
$215K -$1.72M -34,374 -89%
WCM Investment Management
2862
WCM Investment Management
California
$215K +$15.2K +304 +8%
JC
2863
Jentner Corp
Ohio
$214K +$1.2K +24 +0.6%
PWH
2864
Priebe Wealth Holdings
Minnesota
$214K -$8.73K -175 -4%
GCM
2865
Greenland Capital Management
New York
$214K +$214K +4,280 New
NPFS
2866
Novak & Powell Financial Services
Florida
$213K +$8.33K +167 +4%
WE
2867
Wealth Effects
Massachusetts
$213K -$35.5K -711 -14%
LAM
2868
Lifestyle Asset Management
Texas
$213K -$4.44K -89 -2%
WWS
2869
Wellington Wealth Strategies
Indiana
$212K -$121K -2,425 -36%
CVM
2870
Cheviot Value Management
California
$211K -$37.4K -750 -15%
HAS
2871
Holland Advisory Services
Florida
$211K +$10.6K +213 +5%
CFA
2872
Cahill Financial Advisors
Minnesota
$211K +$211K +4,230 New
T
2873
TCWP
Ohio
$211K +$9.53K +191 +5%
CWM
2874
Campbell Wealth Management
Virginia
$211K +$211K +4,230 New
T
2875
TNF
Montana
$211K +$21.4K +429 +11%