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Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
3351
FSB Premier Wealth Management
Iowa
$239K -$1.55K -11 -0.7%
PWM
3352
Parkworth Wealth Management
California
$239K +$2.96K +21 +1%
BCP
3353
Blue Chip Partners
Michigan
$238K +$8.46K +60 +4%
WLIM
3354
White Lighthouse Investment Management
Massachusetts
$238K +$6.49K +46 +3%
WFA
3355
Websterrogers Financial Advisors
South Carolina
$237K +$4.09K +29 +2%
SHWM
3356
Smith & Howard Wealth Management
Georgia
$237K
HCM
3357
Harvey Capital Management
Florida
$237K
HA
3358
Hofer & Associates
California
$236K -$27.1K -192 -10%
RWM
3359
Rialto Wealth Management
New York
$236K -$101K -716 -30%
GF
3360
GGM Financials
Ohio
$236K +$232K +1,646 New
AIA
3361
Alternative Investment Advisors
Florida
$236K +$1.27K +9 +0.6%
KBFS
3362
Kohmann Bosshard Financial Services
Ohio
$235K +$11.3K +80 +5%
HHRDM
3363
H&H Retirement Design & Management
Nevada
$235K -$705 -5 -0.3%
RLWM
3364
RF&L Wealth Management
Massachusetts
$235K -$12K -85 -5%
EWM
3365
Endowment Wealth Management
Wisconsin
$235K -$1.83K -13 -0.8%
MPIA
3366
Milestones Private Investment Advisors
New York
$234K +$231K +1,637 New
EC
3367
EntryPoint Capital
New York
$234K +$230K +1,635 New
HWM
3368
Hemington Wealth Management
Virginia
$234K -$22.8K -162 -9%
WCM
3369
WealthBridge Capital Management
Ohio
$234K -$3.67K -26 -2%
VFG
3370
V2 Financial group
Illinois
$233K +$59.9K +425 +35%
SNBOSD
3371
Security National Bank of So Dak
Iowa
$232K -$121K -861 -35%
KFA
3372
Kelleher Financial Advisors
New York
$232K +$56.4K +400 +33%
GCP
3373
Gill Capital Partners
Colorado
$232K
LAS
3374
Lloyd Advisory Services
Georgia
$231K +$9.02K +64 +4%
RMCM
3375
Reynders McVeigh Capital Management
Massachusetts
$231K +$56.8K +403 +33%