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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
3551
Miller Wealth Advisors
Colorado
$215K +$1.72K +11 +0.9%
SWRP
3552
Summit Wealth & Retirement Planning
California
$214K +$200K +1,280 New
UWM
3553
USAdvisors Wealth Management
Minnesota
$214K +$200K +1,279 New
HWM
3554
Hobbs Wealth Management
Indiana
$214K +$200K +1,278 New
BAM
3555
Bellevue Asset Management
Washington
$214K +$939 +6 +0.5%
HFS
3556
Hughes Financial Services
Virginia
$214K +$198K +1,267 New
VPF
3557
Vantage Point Financial
Illinois
$213K +$200K +1,275 New
PHIC
3558
Pine Haven Investment Counsel
Massachusetts
$213K +$200K +1,275 New
SI
3559
Seeds Investor
New York
$213K +$200K +1,275 New
CKAIS
3560
Christensen King & Associates Investment Services
Washington
$213K +$201K +1,284 New
BI
3561
BFI Infinity
Switzerland
$213K +$199K +1,271 New
EL
3562
EWA LLC
Pennsylvania
$212K +$198K +1,268 New
CWAF
3563
Core Wealth Advisors (Florida)
Florida
$212K +$198K +1,266 New
EE
3564
EWG Elevate
California
$212K -$255K -1,630 -56%
EFG
3565
Ehrlich Financial Group
California
$211K +$198K +1,263 New
GKIM
3566
GW&K Investment Management
Massachusetts
$211K +$49.8K +318 +34%
FFC
3567
Frederick Financial Consultants
Maryland
$211K +$197K +1,261 New
HHRDM
3568
H&H Retirement Design & Management
Nevada
$211K +$783 +5 +0.3%
SSWM
3569
Strait & Sound Wealth Management
California
$211K -$27.2K -174 -12%
MWA
3570
Motive Wealth Advisors
Michigan
$211K +$197K +1,259 New
GWP
3571
Gateway Wealth Partners
Wisconsin
$210K +$196K +1,252 New
GMA
3572
Glassy Mountain Advisors
Maryland
$209K +$196K +1,249 New
DFP
3573
Defined Financial Planning
California
$209K +$194K +1,239 New
DP
3574
Denver PWM
Colorado
$208K +$190K +1,211 +4,037%
BBW
3575
Blue Barn Wealth
Utah
$207K +$194K +1,240 New