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Name Holding Trade Value Shares
Change
Change in
Stake
MWP
3051
Meridian Wealth Partners
Pennsylvania
$496K -$60.7K -580 -12%
DWM
3052
Ducere Wealth Management
California
$494K +$55.1K +527 +14%
LWA
3053
Ledgewood Wealth Advisors
New Hampshire
$493K
RC
3054
Rahlfs Capital
Texas
$493K
WIM
3055
Wiregrass Investment Management
Georgia
$493K -$8.16K -78 -2%
JRPIM
3056
Journey Retirement Planning & Investment Management
Idaho
$493K -$760K -7,267 -63%
CA
3057
Clune & Associates
Illinois
$493K
KFP
3058
Kroeger Financial Partners
California
$492K +$438K +4,191 New
PF
3059
Prota Financial
Texas
$492K -$18.3K -175 -4%
LF
3060
Lighthouse Financial
Florida
$491K -$3.66K -35 -0.8%
CIM
3061
Capital Investment Management
Missouri
$491K -$523 -5 -0.1%
I
3062
INVST
Indiana
$491K -$10.2K -98 -2%
SDH
3063
Sloy Dahl & Holst
Washington
$490K
MLA
3064
MB, Levis & Associates
Pennsylvania
$490K -$4.92K -47 -1%
CWA
3065
Consilio Wealth Advisors
Washington
$490K +$523 +5 +0.1%
REMPR
3066
Roof Eidam Maycock Peralta (REMP)
California
$489K
BA
3067
Brightwater Advisory
Florida
$488K
CSB
3068
City State Bank
Iowa
$488K -$2.51K -24 -0.6%
WCA
3069
Westover Capital Advisors
Delaware
$487K -$2.09K -20 -0.5%
RIA
3070
Richwood Investment Advisors
Ohio
$487K -$34K -325 -7%
EMAM
3071
Encompass More Asset Management
California
$487K -$67.7K -647 -14%
SIM
3072
SSI Investment Management
California
$486K
GA
3073
Goldstein Advisors
Wisconsin
$485K +$67K +641 +18%
BFA
3074
Bright Financial Advisors
Michigan
$484K +$4.18K +40 +1%
ACM
3075
Argent Capital Management
Missouri
$483K