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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
3076
Horizon Wealth Management
Illinois
$229K -$30.7K -100 -11%
Edgewood Management
3077
Edgewood Management
Connecticut
$229K
WPWM
3078
Western Pacific Wealth Management
Illinois
$229K +$613 +2 +0.3%
PIM
3079
Provident Investment Management
Michigan
$229K +$238K +775 New
CWA
3080
Clearview Wealth Advisors
Oregon
$229K -$920 -3 -0.4%
DPI
3081
Diversified Portfolios Inc
Michigan
$228K +$237K +774 New
VPP
3082
Vertex Planning Partners
Illinois
$228K -$213K -695 -47%
PCMM
3083
Piedmont Capital Management (Montana)
Montana
$228K
CWM
3084
Castle Wealth Management
Florida
$228K
IIA
3085
Integral Investment Advisors
California
$228K +$15.9K +52 +7%
AFCM
3086
Applied Finance Capital Management
Puerto Rico
$227K +$27.6K +90 +13%
CCM
3087
Chickasaw Capital Management
Tennessee
$227K
BCM
3088
Bourgeon Capital Management
Connecticut
$226K
OPPS
3089
Obsidian Personal Planning Solutions
Maryland
$226K +$2.76K +9 +1%
TWM
3090
Trinity Wealth Management
Pennsylvania
$226K
RP
3091
Riverwater Partners
Wisconsin
$225K -$106K -345 -31%
RRCM
3092
Rappaport Reiches Capital Management
Illinois
$225K +$13.2K +43 +6%
REMPR
3093
Roof Eidam Maycock Peralta (REMP)
California
$224K +$613 +2 +0.3%
SWM
3094
Shelton Wealth Management
Texas
$223K -$77.6K -253 -25%
RW
3095
REDW Wealth
New Mexico
$223K +$232K +757 New
MWP
3096
Meredith Wealth Planning
Illinois
$223K -$15.9K -52 -6%
PCMF
3097
Private Capital Management (Florida)
Florida
$223K +$307 +1 +0.1%
FF
3098
Francis Financial
$221K +$230K +750 New
FA
3099
Fountainhead AM
New Jersey
$221K -$72K -235 -24%
IF
3100
IRON Financial
Illinois
$221K -$3.37K -11 -1%