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Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
2701
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$408K +$1.57K +9 +0.4%
WWM
2702
Wolff Wiese Magana
California
$406K -$873 -5 -0.2%
FPTW
2703
Franklin, Parlapiano, Turner & Welch
Texas
$405K
ICM
2704
IMS Capital Management
Oregon
$405K +$349 +2 +0.1%
NCM
2705
Northwest Capital Management
Oregon
$404K +$873 +5 +0.2%
AWAP
2706
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$404K -$28.3K -162 -7%
NFG
2707
Nadler Financial Group
Illinois
$404K +$1.75K +10 +0.4%
SHWM
2708
Silicon Hills Wealth Management
Texas
$403K
AFP
2709
Alpha Financial Partners
Kentucky
$402K +$391K +2,239 New
NA
2710
Nordwand Advisors
Pennsylvania
$402K +$390K +2,237 New
NRC
2711
New Republic Capital
North Carolina
$401K +$390K +2,235 New
TFP
2712
Triune Financial Partners
Kansas
$399K +$1.4K +8 +0.4%
B
2713
Bensler
Washington
$399K +$1.92K +11 +0.5%
MHWM
2714
Montz Harcus Wealth Management
Louisiana
$398K +$1.22K +7 +0.3%
IAA
2715
Independent Advisor Alliance
North Carolina
$398K +$6.13M +35,148 +30%
PFA
2716
Pettinga Financial Advisors
Indiana
$398K -$8.72K -50 -2%
WBG
2717
Wharton Business Group
Pennsylvania
$398K
MF
2718
Meridian Financial
Massachusetts
$397K
AWC
2719
Adamsbrown Wealth Consultants
Kansas
$396K +$20.2K +116 +6%
FI
2720
Fractal Investments
Connecticut
$395K
BIA
2721
Bell Investment Advisors
California
$394K +$11.2K +64 +3%
FP
2722
Financial Perspectives
Minnesota
$394K +$175 +1 +0%
QL
2723
Quarry LP
New York
$394K +$383K +2,194 New
AWM
2724
AAF Wealth Management
Massachusetts
$390K +$127K +729 +50%
LA
2725
Lakeside Advisors
Washington
$389K