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Name Holding Trade Value Shares
Change
Change in
Stake
TW
3451
Tempo Wealth
Ohio
$325K +$82.5K +443 +29%
CWMK
3452
Caliber Wealth Management (Kansas)
Kansas
$325K -$43.7K -235 -11%
MF
3453
Meridian Financial
Massachusetts
$325K +$18.6K +100 +5%
SFG
3454
Strategic Financial Group
Michigan
$325K +$6.89K +37 +2%
MCA
3455
McGuire Capital Advisors
Oklahoma
$324K +$8K +43 +2%
SGFG
3456
Silver Grove Financial Group
New York
$324K +$7.63K +41 +2%
GSWA
3457
Good Steward Wealth Advisors
Tennessee
$324K +$4.09K +22 +1%
CWM
3458
Cooke Wealth Management
California
$324K -$20.5K -110 -5%
KBG
3459
Kahn Brothers Group
New York
$324K – – –
WWM
3460
Wolff Wiese Magana
California
$323K -$77.1K -414 -18%
EP
3461
Essential Partners
California
$323K +$208K +1,116 +134%
SPI
3462
Sutton Place Investors
New York
$323K – – –
BFP
3463
Brewster Financial Planning
New York
$323K +$3.72K +20 +1%
MGWA
3464
Monument Group Wealth Advisors
Massachusetts
$323K +$36.7K +197 +15%
VFA
3465
Voya Financial Advisors
Connecticut
$323K -$138K -742 -28%
FPW
3466
Flywheel Private Wealth
California
$322K -$7.45K -40 -2%
OFW
3467
Omnia Family Wealth
Florida
$322K +$75.6K +406 +26%
KNFPWM
3468
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$322K -$24.9K -134 -6%
EARNEST Partners
3469
EARNEST Partners
Georgia
$322K -$41.5K -223 -10%
SFP
3470
Sterling Financial Planning
New Jersey
$321K -$9.87K -53 -3%
BWG
3471
Balanced Wealth Group
Ohio
$321K +$19.9K +107 +6%
CMP
3472
Christine Messmer PC
Pennsylvania
$320K +$3.35K +18 +0.9%
TBC
3473
Ted Buchan & Co
California
$319K -$60.1K -323 -14%
NA
3474
Nautilus Advisors
California
$319K +$186 +1 +0.1%
BCA
3475
Bay Capital Advisors
Virginia
$318K – – –