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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
3076
Avaii Wealth Management
Wisconsin
$478K +$142K +764 +36%
CWG
3077
Crown Wealth Group
North Carolina
$477K -$186 -1 -0%
BWM
3078
Bosman Wealth Management
California
$477K – – –
PWA
3079
Physician Wealth Advisors
Utah
$476K -$72.2K -388 -12%
CA
3080
Crane Advisory
California
$476K – – –
MAM
3081
McLean Asset Management
Virginia
$475K +$5.03K +27 +1%
WBCM
3082
Wilson & Boucher Capital Management
California
$475K – – –
BWM
3083
BlackDiamond Wealth Management
New York
$475K +$36.3K +195 +9%
WB
3084
West Bancorporation
Iowa
$475K +$112K +600 +27%
W
3085
WPWealth
Texas
$474K -$48.2K -259 -8%
DWML
3086
Decker Wealth Management LLC
Tennessee
$474K – – –
FWP
3087
Flatrock Wealth Partners
California
$472K +$71.7K +385 +16%
BWFA
3088
Baltimore-Washington Financial Advisors
Maryland
$470K -$52.1K -280 -9%
RFA
3089
RTD Financial Advisors
Pennsylvania
$470K – – –
LSWP
3090
Liberty Square Wealth Partners
Pennsylvania
$469K +$372 +2 +0.1%
NECFA
3091
New England Capital Financial Advisors
Connecticut
$469K +$745 +4 +0.1%
CPA
3092
Capital Performance Advisors
California
$468K -$379K -2,034 -42%
SWA
3093
Strategies Wealth Advisors
Michigan
$468K -$227K -1,220 -30%
XWM
3094
Xcel Wealth Management
Florida
$468K -$3.72K -20 -0.7%
AWA
3095
AGH Wealth Advisors
Kansas
$468K -$37.8K -203 -7%
NWM
3096
Northwest Wealth Management
Iowa
$467K +$173K +930 +49%
Vanguard Capital Wealth Advisors
3097
Vanguard Capital Wealth Advisors
Colorado
$467K +$9.31K +50 +2%
BHFP
3098
Blom & Howell Financial Planning
California
$467K +$3.91K +21 +0.8%
SPWM
3099
Smith Partners Wealth Management
North Carolina
$465K – – –
SC
3100
Schubert & Co
Texas
$465K -$8.75K -47 -2%