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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2601
Austin Wealth Management
Texas
$217K -$644 -7 -0.3%
TWM
2602
Triton Wealth Management
Arizona
$217K -$4.6K -50 -2%
KWM
2603
Keebeck Wealth Management
Illinois
$217K +$920 +10 +0.4%
TW
2604
Traveka Wealth
California
$217K -$11.4K -124 -5%
SAM
2605
S.A. Mason
Michigan
$217K – – –
GGI
2606
GPM Growth Investors
Michigan
$216K -$30.5K -331 -13%
CWA
2607
CJM Wealth Advisers
Virginia
$216K +$206K +2,244 New
IAG
2608
Investment Advisory Group
Massachusetts
$216K +$828 +9 +0.4%
PP
2609
Patron Partners
Texas
$215K +$206K +2,238 New
NL
2610
Navalign LLC
California
$215K +$206K +2,237 New
ACM
2611
Advance Capital Management
Michigan
$215K -$4.42K -48 -2%
IP
2612
Ignite Planners
California
$215K -$19.8K -215 -9%
LSC
2613
Lesa Sroufe & Co
Washington
$215K – – –
BWM
2614
Birchcreek Wealth Management
Ohio
$215K -$19.9K -216 -9%
ACA
2615
Aspire Capital Advisors
Washington
$214K -$3.04K -33 -1%
FFA
2616
Florida Financial Advisors
Florida
$213K +$208K +2,262 New
KIM
2617
Karpus Investment Management
New York
$213K – – –
CCA
2618
Childress Capital Advisors
Texas
$213K +$2.48K +27 +1%
KNW
2619
Kesler Norman & Wride
Utah
$213K -$25.9K -281 -11%
PFP
2620
Paragon Financial Partners
California
$212K – – –
RBFC
2621
Roman Butler Fullerton & Co
Missouri
$212K -$31.7K -345 -13%
LRWA
2622
Long Run Wealth Advisors
New York
$212K -$9.2K -100 -4%
RFM
2623
Royal Fund Management
Florida
$212K -$6.53K -71 -3%
MF
2624
Montis Financial
Massachusetts
$212K -$18.7K -203 -8%
FWM
2625
FMA Wealth Management
Massachusetts
$212K – – –