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Name Holding Trade Value Shares
Change
Change in
Stake
GWWM
3326
Great Waters Wealth Management
Minnesota
$379K +$366 +1 +0.1%
LIA
3327
LifePlan Investment Advisors
North Carolina
$379K +$59.3K +162 +17%
FCC
3328
Flower City Capital
New York
$379K – – –
GCM
3329
GKV Capital Management
California
$379K – – –
GWM
3330
Glass Wealth Management
Texas
$378K – – –
OC
3331
Opal Capital
Florida
$378K +$363K +992 New
PWM
3332
Peck Wealth Management
New York
$377K -$30.8K -84 -7%
AGA
3333
Arkos Global Advisors
Texas
$377K -$43.6K -119 -10%
PGWM
3334
Pitti Group Wealth Management
New York
$376K +$12.8K +35 +3%
LFWA
3335
LiftPoint Family Wealth Advisors
New Jersey
$376K +$400K +1,093 New
BRWM
3336
Blue Rock Wealth Management
North Carolina
$376K +$366 +1 +0.1%
CG
3337
Clarus Group
Texas
$375K -$1.83K -5 -0.5%
RRWA
3338
Rainey & Randall Wealth Advisors
Florida
$375K +$2.2K +6 +0.6%
4WM
3339
49 Wealth Management
Texas
$375K +$12.5K +34 +3%
VFA
3340
Values First Advisors
Tennessee
$375K +$5.49K +15 +1%
SDWMA
3341
Schneider Downs Wealth Management Advisors
Pennsylvania
$374K -$36.6K -100 -8%
SCM
3342
Sollinda Capital Management
Florida
$374K – – –
SL
3343
StoryOne LLC
Kansas
$374K – – –
IWP
3344
Innova Wealth Partners
Pennsylvania
$374K +$16.1K +44 +4%
ALC
3345
Alexander Labrunerie & Co
Missouri
$373K -$43.6K -119 -10%
GKFF
3346
George Kaiser Family Foundation
Oklahoma
$373K – – –
PGCM
3347
Prescott Group Capital Management
Oklahoma
$373K – – –
HWM
3348
Howard Wealth Management
Connecticut
$372K -$1.47K -4 -0.4%
PAG
3349
Powers Advisory Group
Illinois
$372K -$3.66K -10 -0.9%
NWM
3350
Northwest Wealth Management
Iowa
$371K -$41.4K -113 -9%