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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2251
Trueblood Wealth Management
Ohio
$351K – – –
FMP
2252
Financial Management Professionals
Texas
$351K +$6.01K +22 +2%
AHL
2253
Abel Hall LLC
Louisiana
$350K +$273 +1 +0.1%
HCA
2254
Heck Capital Advisors
Wisconsin
$350K +$7.65K +28 +2%
CC
2255
Cornerstone Capital
California
$350K – – –
PWM
2256
Parkshore Wealth Management
California
$349K -$33.9K -124 -10%
BCM
2257
Boltwood Capital Management
California
$349K -$4.1K -15 -1%
LWM
2258
Lyell Wealth Management
California
$349K -$72.2K -264 -19%
TWP
2259
Triad Wealth Partners
Kansas
$349K +$47.8K +175 +18%
GWM
2260
Gitterman Wealth Management
New Jersey
$348K +$208K +761 +192%
BSA
2261
Bull Street Advisors
Georgia
$348K – – –
GBWM
2262
Granite Bay Wealth Management
New Hampshire
$348K -$95.7K -350 -23%
PAM
2263
PVG Asset Management
Colorado
$347K – – –
PCA
2264
Prosperity Capital Advisors
Ohio
$347K +$18.3K +67 +6%
NEWAS
2265
N.E.W. Advisory Services
Wisconsin
$347K +$32K +117 +11%
VF
2266
Vawter Financial
Ohio
$347K +$315K +1,152 New
KNW
2267
Kesler Norman & Wride
Utah
$346K +$118K +430 +26%
CWA
2268
Centerline Wealth Advisors
Kentucky
$346K -$198K -723 -39%
VFPW
2269
Vantage Financial Partners (Wisconsin)
Wisconsin
$346K +$22.7K +83 +8%
WFMPM
2270
Woodley Farra Manion Portfolio Management
Indiana
$346K +$45.6K +167 +17%
WLPWM
2271
Walled Lake Planning & Wealth Management
Illinois
$345K +$273 +1 +0.1%
VCP
2272
Verus Capital Partners
Arizona
$345K +$24.6K +90 +9%
GIA
2273
GHP Investment Advisors
Colorado
$345K -$273 -1 -0.1%
Hardman Johnston Global Advisors
2274
Hardman Johnston Global Advisors
Connecticut
$345K -$109K -400 -26%
CFG
2275
Carr Financial Group
Massachusetts
$345K -$1.37K -5 -0.4%