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Name Holding Trade Value Shares
Change
Change in
Stake
GG
3426
Greenwood Gearhart
Arkansas
$207K -$161K -2,166 -45%
JBA
3427
Johnson Bixby & Associates
Washington
$207K +$199K +2,683 New
QWM
3428
QP Wealth Management
New Jersey
$206K +$199K +2,680 New
OPWM
3429
Oxinas Partners Wealth Management
Indiana
$206K +$199K +2,680 New
SHFG
3430
S Harris Financial Group
Texas
$206K +$199K +2,679 New
RL
3431
Retireful LLC
Michigan
$205K +$197K +2,650 New
MSWM
3432
Mowery & Schoenfeld Wealth Management
Illinois
$205K +$45.8K +617 +30%
FCM
3433
Family Capital Management
Michigan
$205K +$197K +2,659 New
BIA
3434
Bell Investment Advisors
California
$204K +$39.3K +529 +25%
NCM
3435
Noesis Capital Mangement
Florida
$204K +$197K +2,649 New
C
3436
Covestor
United Kingdom
$204K -$47.9K -645 -20%
PFA
3437
Pathway Financial Advisors
Vermont
$204K +$201K +2,710 New
GSWM
3438
Greenup Street Wealth Management
Michigan
$204K -$172K -2,312 -47%
OPOWM
3439
One Plus One Wealth Management
Florida
$204K +$196K +2,643 New
GS
3440
GWN Securities
Florida
$203K +$196K +2,640 New
BFA
3441
Buttonwood Financial Advisors
Maryland
$203K -$38.8K -523 -17%
SNBOSCI
3442
Security National Bank of Sioux City Iowa
Iowa
$203K +$195K +2,632 New
NLWP
3443
Next Level Wealth Planning
Idaho
$203K +$195K +2,629 New
CWA
3444
CogentBlue Wealth Advisors
Tennessee
$202K +$195K +2,628 New
SP
3445
Sequent Planning
Nebraska
$202K +$195K +2,627 New
1W
3446
1776 Wealth
Georgia
$202K +$195K +2,622 New
LWM
3447
Lionshead Wealth Management
New York
$202K +$194K +2,619 New
WWM
3448
Westwood Wealth Management
California
$202K +$194K +2,619 New
PFG
3449
Prospect Financial Group
Virginia
$201K +$194K +2,614 New
SC
3450
Stephens Consulting
Michigan
$201K +$1.71K +23 +0.9%