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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1226
Mattern Wealth Management
Kansas
$300K +$8.52K +32 +3%
1C
1227
111 Capital
France
$300K -$162K -607 -35%
EV
1228
EJMK Ventures
Illinois
$299K +$304K +1,140 New
FA
1229
Fiduciary Alliance
South Carolina
$299K +$68.7K +258 +29%
BS
1230
Banco Santander
Spain
$299K +$303K +1,139 New
RCA
1231
Resonant Capital Advisors
Wisconsin
$299K -$2.4K -9 -0.8%
UIA
1232
Ulland Investment Advisors
Minnesota
$298K – – –
MLL
1233
Moody Lynn & Lieberson
Massachusetts
$297K -$12K -45 -4%
A
1234
AlphaQuest
New York
$296K -$96.1K -361 -24%
NEWAS
1235
N.E.W. Advisory Services
Wisconsin
$296K – – –
CFO
1236
Cambient Family Office
Michigan
$295K +$299K +1,121 New
CIA
1237
Caerus Investment Advisors
Texas
$295K +$299K +1,122 New
OP
1238
ORG Partners
Indiana
$294K +$23.4K +88 +9%
CCIA
1239
Campbell & Co Investment Adviser
Maryland
$293K +$298K +1,118 New
BWM
1240
Bullock Wealth Management
Indiana
$293K +$533 +2 +0.2%
RC
1241
Rexford Capital
Texas
$292K +$799 +3 +0.3%
SF
1242
Sun Financial
Utah
$290K +$294K +1,105 New
PFA
1243
Pure Financial Advisors
California
$289K -$16.5K -62 -5%
B
1244
Bellecapital
Switzerland
$289K – – –
OF
1245
Optimize Financial
California
$288K +$3.2K +12 +1%
AF
1246
Alerus Financial
North Dakota
$287K – – –
DW30
1247
Drucker Wealth 3.0
New Jersey
$287K -$11.7K -44 -4%
AP
1248
Atwood & Palmer
Missouri
$287K – – –
IP
1249
Indivisible Partners
Florida
$286K +$290K +1,090 New
CWG
1250
Cornerstone Wealth Group
North Carolina
$286K +$83.4K +313 +40%