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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
2651
IVC Wealth Advisors
Pennsylvania
$308K -$5.79K -38 -2%
VBWMG
2652
Von Berge Wealth Management Group
California
$307K
PAIM
2653
Punch & Associates Investment Management
Minnesota
$307K +$763 +5 +0.2%
BIA
2654
Bell Investment Advisors
California
$307K +$8.23K +54 +3%
FA
2655
Fiducient Advisors
Illinois
$306K
BI
2656
Blooom Inc
Kansas
$306K +$4.27K +28 +1%
AWMT
2657
AAFMAA Wealth Management & Trust
North Carolina
$305K +$324K +2,122 New
WCWM
2658
Wooster Corthell Wealth Management
Connecticut
$304K
TLFA
2659
True Link Financial Advisors
California
$304K +$94.1K +617 +41%
FPWM
2660
FSB Premier Wealth Management
Iowa
$302K
TAM
2661
Trillium Asset Management
Massachusetts
$302K
WB
2662
West Bancorporation
Iowa
$302K
Vanguard Capital Wealth Advisors
2663
Vanguard Capital Wealth Advisors
Colorado
$302K +$22K +144 +7%
MAM
2664
McLean Asset Management
Virginia
$301K -$4.12K -27 -1%
AWC
2665
Adamsbrown Wealth Consultants
Kansas
$301K -$3.35K -22 -1%
NG
2666
NWK Group
California
$300K
PIA
2667
Powell Investment Advisors
Florida
$300K +$318K +2,088 New
CBOR
2668
Community Bank of Raymore
Missouri
$299K
TFF
2669
The Family Firm
Maryland
$299K +$11.4K +75 +4%
IP
2670
Isthmus Partners
Wisconsin
$298K
UL
2671
Unionview LLC
Washington
$298K +$1.37K +9 +0.4%
SWP
2672
Summit Wealth Partners
Florida
$298K +$316K +2,074 New
RCI
2673
RS Crum Inc
California
$297K
IWP
2674
Innova Wealth Partners
Pennsylvania
$296K
CWA
2675
Capital Wealth Alliance
Arizona
$296K +$1.52K +10 +0.5%