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Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
3101
Twelve Points Wealth Management
Massachusetts
$244K +$1.61K +5 +0.6%
PWMG
3102
Pioneer Wealth Management Group
Texas
$244K +$17.7K +55 +7%
BSAM
3103
Blue Square Asset Management
New York
$243K -$3.86K -12 -1%
CFSG
3104
Clark Financial Services Group
Missouri
$242K +$322 +1 +0.1%
OPPS
3105
Obsidian Personal Planning Solutions
Maryland
$242K -$13.2K -41 -5%
WCWM
3106
Willow Creek Wealth Management
California
$241K -$1.29K -4 -0.5%
IWP
3107
Innova Wealth Partners
Pennsylvania
$241K -$1.29K -4 -0.5%
MAWA
3108
Moss Adams Wealth Advisors
Washington
$239K +$7.72K +24 +3%
GFL
3109
Granite FO LLC
New Hampshire
$239K – – –
GA
3110
Gateway Advisory
New Jersey
$239K -$16.4K -51 -6%
JDR
3111
Jay D. Rosenbaum
$238K -$7.08K -22 -3%
BZWA
3112
Blue Zone Wealth Advisors
California
$238K -$33.1K -103 -12%
RDFA
3113
Ritter Daniher Financial Advisory
Ohio
$238K +$64.3K +200 +34%
OHWA
3114
Oak Hill Wealth Advisors
Virginia
$237K -$67.9K -211 -21%
CFC
3115
Coyle Financial Counsel
Illinois
$237K +$252K +783 New
OWM
3116
OneAscent Wealth Management
Alabama
$236K +$251K +782 New
CF
3117
Convergence Financial
Missouri
$236K -$55.6K -173 -18%
WIP
3118
WealthCare Investment Partners
Rhode Island
$235K – – –
Edgewood Management
3119
Edgewood Management
Connecticut
$235K – – –
TFO
3120
Tarbox Family Office
California
$235K +$12.9K +40 +5%
PIM
3121
Provident Investment Management
Michigan
$234K – – –
CP
3122
Capital Planning
Washington
$234K – – –
HPA
3123
High Probability Advisors
New York
$233K +$643 +2 +0.3%
CCM
3124
Chickasaw Capital Management
Tennessee
$233K – – –
RRCM
3125
Rappaport Reiches Capital Management
Illinois
$233K +$2.57K +8 +1%