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Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
951
Jackson Thornton Wealth Management
Alabama
$367K +$290K +2,232 New
PD
952
Planning Directions
Pennsylvania
$366K +$7.66K +59 +2%
CTA
953
Colonial Trust Advisors
South Carolina
$366K +$131K +1,006 +64%
WWG
954
West Wealth Group
California
$366K -$17.8K -137 -5%
LL
955
LPWM LLC
Minnesota
$365K -$44.8K -345 -12%
WE
956
Wealth Effects
Massachusetts
$363K -$11K -85 -3%
FFM
957
Forum Financial Management
Illinois
$362K +$58.4K +450 +21%
KA
958
Kerrisdale Advisers
Florida
$361K +$330K +2,543 New
HBW
959
Hazlett, Burt & Watson
West Virginia
$360K -$3.76K -29 -1%
AMG
960
Asset Management Group
Connecticut
$359K +$1.43K +11 +0.4%
TCWA
961
Turtle Creek Wealth Advisors
Texas
$357K +$87.3K +673 +37%
KCP
962
Kera Capital Partners
California
$354K -$13.4K -103 -4%
RG
963
Rathbones Group
United Kingdom
$354K +$57.1K +440 +21%
CG
964
CFO4Life Group
Texas
$353K +$7.01K +54 +2%
KCM
965
Kathmere Capital Management
Pennsylvania
$350K +$42.3K +326 +15%
AWM
966
Avior Wealth Management
Nebraska
$350K -$3.24K -25 -1%
WWA
967
Wingate Wealth Advisors
Massachusetts
$349K +$56.7K +437 +22%
Bessemer Group
968
Bessemer Group
New Jersey
$348K +$35.2K +271 +12%
EF
969
Empirical Finance
Pennsylvania
$347K +$12.6K +97 +4%
ET
970
Equitable Trust
Tennessee
$345K
BFS
971
Bard Financial Services
Connecticut
$344K +$97.3K +750 +45%
UPS
972
UHLMANN PRICE SECURITIES
Illinois
$342K +$13.8K +106 +5%
AWA
973
Arete Wealth Advisors
Illinois
$341K +$82.1K +633 +36%
CWS
974
Confluence Wealth Services
Pennsylvania
$340K
SOW
975
State of Wyoming
Wyoming
$340K +$275K +2,122 +777%