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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2251
Carolina Wealth Management
North Carolina
$250K +$236K +586 New
SSCA
2252
South Shore Capital Advisors
Massachusetts
$250K +$236K +586 New
FCM
2253
Fell Capital Management
California
$249K -$6.05K -15 -3%
MWA
2254
MN Wealth Advisors
Kansas
$249K +$403 +1 +0.2%
UWP
2255
Uniting Wealth Partners
Kansas
$249K +$236K +585 New
IA
2256
IAM Advisory
Pennsylvania
$249K +$236K +584 New
RW
2257
Ridgeline Wealth
Arizona
$248K – – –
MWM
2258
Mascagni Wealth Management
Mississippi
$248K +$234K +581 New
CAS
2259
Coppell Advisory Solutions
Texas
$247K +$190K +472 New
EARNEST Partners
2260
EARNEST Partners
Georgia
$247K +$234K +580 New
RBC
2261
Roble Belko & Company
Pennsylvania
$247K – – –
CFP
2262
Cascade Financial Partners
California
$247K -$47.2K -117 -17%
PCS
2263
Private Client Services
Kentucky
$246K +$233K +578 New
MW
2264
MBL Wealth
North Carolina
$246K +$233K +577 New
BLC
2265
Brown, Lisle/Cummings
Rhode Island
$245K +$4.44K +11 +2%
SP
2266
Symmetry Partners
Connecticut
$245K +$232K +575 New
RWM
2267
Refined Wealth Management
Utah
$245K -$6.45K -16 -3%
MWA
2268
Midland Wealth Advisors
Illinois
$245K -$5.24K -13 -2%
RMP
2269
Richards, Merrill & Peterson
Washington
$244K +$231K +572 New
DCBT
2270
Dakota Community Bank & Trust
North Dakota
$243K -$403 -1 -0.2%
EFP
2271
Elser Financial Planning
Indiana
$242K +$229K +569 New
OA
2272
Operose Advisors
Wisconsin
$242K -$19K -47 -8%
BC
2273
Barrett & Company
Rhode Island
$242K – – –
PA
2274
Planning Alternatives
Michigan
$242K -$31.5K -78 -12%
CIA
2275
Cape Investment Advisory
Georgia
$242K +$229K +567 New