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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1676
Objective Capital Management
Ohio
$440K -$2.91K -8 -0.7%
GCL
1677
Gouws Capital LLC
North Carolina
$440K +$63.6K +175 +18%
SSWM
1678
Strait & Sound Wealth Management
California
$439K
RWB
1679
RMR Wealth Builders
New Jersey
$437K -$98.6K -271 -19%
CFS
1680
Commonwealth Financial Services
West Virginia
$436K -$727 -2 -0.2%
NPT
1681
National Philanthropic Trust
Pennsylvania
$436K +$50.9K +140 +14%
BWM
1682
Birchcreek Wealth Management
Ohio
$436K -$40.4K -111 -9%
VWA
1683
VSM Wealth Advisory
Maryland
$435K
LC
1684
Lincoln Capital
Nebraska
$434K
AWM
1685
Accel Wealth Management
Iowa
$434K -$66.2K -182 -14%
MCCA
1686
Mill Creek Capital Advisors
Pennsylvania
$433K
HFP
1687
Holistic Financial Partners
Indiana
$432K -$35.6K -98 -8%
NIA
1688
NIA Impact Advisors
California
$430K +$3.64K +10 +0.9%
PMFA
1689
Plante Moran Financial Advisors
Michigan
$430K +$12.7K +35 +3%
CG
1690
Clifford Group
Massachusetts
$430K
SSWM
1691
Sheets Smith Wealth Management
North Carolina
$429K
AL
1692
Aspiriant LLC
California
$424K +$165K +455 +67%
KFA
1693
Kelleher Financial Advisors
New York
$424K -$26.2K -72 -6%
PCM
1694
Prelude Capital Management
New York
$421K -$2.08M -5,708 -84%
AFPL
1695
Advus Financial Partners, LLC
Florida
$421K +$10.9K +30 +3%
AIM
1696
Anchor Investment Management
South Carolina
$421K
BWM
1697
BCS Wealth Management
Tennessee
$419K -$50.2K -138 -11%
CS
1698
Cannell & Spears
New York
$418K -$5.82K -16 -1%
WP
1699
Westmount Partners
California
$418K
AWM
1700
Atticus Wealth Management
Florida
$415K +$226K +622 +128%