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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
2726
Hilltop Wealth Advisors
North Carolina
$227K +$24.8K +225 +13%
HIW
2727
Holos Integrated Wealth
Pennsylvania
$227K +$220 +2 +0.1%
PFP
2728
Paragon Financial Partners
California
$227K – – –
CWG
2729
Crown Wealth Group
North Carolina
$226K +$5.4K +49 +3%
AAM
2730
AMI Asset Management
California
$225K – – –
SLT
2731
St Louis Trust
Missouri
$225K – – –
HFS
2732
Howard Financial Services
Texas
$225K +$218K +1,980 New
ECAM
2733
East Coast Asset Management
Massachusetts
$225K -$50.7K -460 -19%
CWA
2734
CJM Wealth Advisers
Virginia
$225K – – –
RA
2735
Rise Advisors
New York
$224K -$991 -9 -0.5%
SCM
2736
Saxony Capital Management
Missouri
$224K -$20.7K -188 -9%
CIA
2737
Compass Ion Advisors
Pennsylvania
$224K -$3.08K -28 -1%
MWM
2738
Mascagni Wealth Management
Mississippi
$224K – – –
BB
2739
Bell Bank
North Dakota
$224K -$991 -9 -0.5%
PWSG
2740
Pacific Wealth Strategies Group
California
$223K +$216K +1,961 New
GI
2741
GLOBALT Investments
Georgia
$223K – – –
CP
2742
Canopy Partners
Ohio
$222K -$37.2K -338 -15%
ACA
2743
Affinity Capital Advisors
California
$222K +$215K +1,948 New
IAG
2744
Investmark Advisory Group
Connecticut
$221K -$551 -5 -0.3%
TF
2745
Tenon Financial
New Jersey
$221K -$8.7K -79 -4%
PWM
2746
Purus Wealth Management
California
$220K -$4.41K -40 -2%
BWP
2747
Bernardo Wealth Planning
Pennsylvania
$220K +$110 +1 +0.1%
IFPL
2748
Investments & Financial Planning LLC
Kentucky
$220K – – –
RP
2749
Rice Partnership
Hawaii
$220K – – –
TI
2750
Truepoint Inc
Ohio
$219K -$114K -1,036 -35%