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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
3076
Woodward Financial Advisors
North Carolina
$231K +$4.91K +16 +2%
CP
3077
Capital Planning
Washington
$231K – – –
WW
3078
Waterfront Wealth
Kansas
$231K -$20.5K -67 -8%
WIP
3079
WealthCare Investment Partners
Rhode Island
$231K +$1.23K +4 +0.5%
HWM
3080
Horizon Wealth Management
Illinois
$229K -$30.7K -100 -11%
Edgewood Management
3081
Edgewood Management
Connecticut
$229K – – –
WPWM
3082
Western Pacific Wealth Management
Illinois
$229K +$613 +2 +0.3%
PIM
3083
Provident Investment Management
Michigan
$229K +$238K +775 New
CWA
3084
Clearview Wealth Advisors
Oregon
$229K -$920 -3 -0.4%
DPI
3085
Diversified Portfolios Inc
Michigan
$228K +$237K +774 New
VPP
3086
Vertex Planning Partners
Illinois
$228K -$213K -695 -47%
PCMM
3087
Piedmont Capital Management (Montana)
Montana
$228K – – –
CWM
3088
Castle Wealth Management
Florida
$228K – – –
IIA
3089
Integral Investment Advisors
California
$228K +$15.9K +52 +7%
AFCM
3090
Applied Finance Capital Management
Puerto Rico
$227K +$27.6K +90 +13%
CCM
3091
Chickasaw Capital Management
Tennessee
$227K – – –
BCM
3092
Bourgeon Capital Management
Connecticut
$226K – – –
OPPS
3093
Obsidian Personal Planning Solutions
Maryland
$226K +$2.76K +9 +1%
TWM
3094
Trinity Wealth Management
Pennsylvania
$226K – – –
RP
3095
Riverwater Partners
Wisconsin
$225K -$106K -345 -31%
RRCM
3096
Rappaport Reiches Capital Management
Illinois
$225K +$13.2K +43 +6%
REMPR
3097
Roof Eidam Maycock Peralta (REMP)
California
$224K +$613 +2 +0.3%
SWM
3098
Shelton Wealth Management
Texas
$223K -$77.6K -253 -25%
RW
3099
REDW Wealth
New Mexico
$223K +$232K +757 New
MWP
3100
Meredith Wealth Planning
Illinois
$223K -$15.9K -52 -6%