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Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
3076
Twelve Points Wealth Management
Massachusetts
$250K -$63.8K -216 -21%
WCWM
3077
Willow Creek Wealth Management
California
$249K +$4.14K +14 +2%
ELI
3078
Empire Life Investments
Ontario, Canada
$249K -$20.7K -70 -8%
TCOK
3079
Trust Company of Kansas
Kansas
$249K -$56.1K -190 -19%
CFSG
3080
Clark Financial Services Group
Missouri
$249K -$10K -34 -4%
IWP
3081
Innova Wealth Partners
Pennsylvania
$249K +$1.18K +4 +0.5%
FEG
3082
Financial Enhancement Group
Indiana
$248K – – –
GFL
3083
Granite FO LLC
New Hampshire
$246K -$73.9K -250 -24%
MWM
3084
Mascoma Wealth Management
New Hampshire
$245K -$23.3K -79 -10%
WIP
3085
WealthCare Investment Partners
Rhode Island
$244K +$1.18K +4 +0.5%
APC
3086
Asset Planning Corporation
Tennessee
$244K +$11.2K +38 +5%
CWM
3087
Castle Wealth Management
Florida
$242K +$2.07K +7 +0.9%
AWA
3088
Alaska Wealth Advisors
Alaska
$242K -$119K -402 -34%
Edgewood Management
3089
Edgewood Management
Connecticut
$241K – – –
CWA
3090
Clearview Wealth Advisors
Oregon
$241K +$886 +3 +0.4%
PIM
3091
Provident Investment Management
Michigan
$241K – – –
BWA
3092
BlueSky Wealth Advisors
North Carolina
$240K -$2.95K -10 -1%
CP
3093
Capital Planning
Washington
$240K -$2.36K -8 -1%
WFA
3094
Woodward Financial Advisors
North Carolina
$240K -$3.25K -11 -1%
HPA
3095
High Probability Advisors
New York
$239K +$17.7K +60 +8%
CSIA
3096
Carl Stuart Investment Advisor
Texas
$239K +$227K +770 New
CCM
3097
Chickasaw Capital Management
Tennessee
$239K – – –
LBC
3098
Lawrence B. Cohen
$239K -$10.3K -35 -4%
MAWA
3099
Moss Adams Wealth Advisors
Washington
$239K +$7.38K +25 +3%
SWMP
3100
Signature Wealth Management Partners
New Jersey
$238K -$9.45K -32 -4%