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Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
2226
Elwood & Goetz Wealth Advisory Group
Georgia
$260K +$17.7K +44 +8%
ACM
2227
Avalon Capital Management
California
$259K – – –
SFG
2228
Shum Financial Group
California
$259K +$245K +607 New
BFS
2229
Burkett Financial Services
South Carolina
$259K -$9.68K -24 -4%
TWM
2230
Tanager Wealth Management
United Kingdom
$258K +$12.5K +31 +5%
OCWP
2231
Owl Creek Wealth Partners
Colorado
$258K +$2.02K +5 +0.8%
CF
2232
Convergence Financial
Missouri
$258K +$244K +605 New
CCA
2233
Conservest Capital Advisors
Pennsylvania
$257K +$9.28K +23 +4%
LOPW
2234
Live Oak Private Wealth
North Carolina
$257K +$7.66K +19 +3%
EFA
2235
Evernest Financial Advisors
Indiana
$257K – – –
Vanguard Capital Wealth Advisors
2236
Vanguard Capital Wealth Advisors
Colorado
$256K -$5.65K -14 -2%
FIB
2237
First Interstate Bank
Montana
$256K – – –
FZCM
2238
Flynn Zito Capital Management
New York
$256K – – –
MWM
2239
Mattern Wealth Management
Kansas
$256K – – –
WSWA
2240
Warren Street Wealth Advisors
California
$255K +$242K +599 New
CWM
2241
Centric Wealth Management
Illinois
$255K – – –
WFAG
2242
Wescott Financial Advisory Group
Pennsylvania
$255K +$14.5K +36 +6%
CPIA
2243
Cornell Pochily Investment Advisors
New York
$254K -$14.1K -35 -6%
MWA
2244
Motive Wealth Advisors
Michigan
$254K +$6.05K +15 +3%
DM
2245
Diversified Management
Wisconsin
$252K -$4.09M -10,142 -94%
CM
2246
Castleark Management
Illinois
$251K – – –
MSWM
2247
Mowery & Schoenfeld Wealth Management
Illinois
$251K – – –
HBCM
2248
Heron Bay Capital Management
Michigan
$251K +$238K +590 New
BWP
2249
Baldwin Wealth Partners
Massachusetts
$251K – – –
AW
2250
Avion Wealth
Texas
$250K -$4.84K -12 -2%