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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
3526
Professional Financial Advisors
Nebraska
$283K – – –
SWMP
3527
Signature Wealth Management Partners
New Jersey
$283K +$390 +1 +0.1%
TCM
3528
Tran Capital Management
California
$283K – – –
RCP
3529
Rothschild Capital Partners
New York
$282K -$187K -480 -38%
BWP
3530
Bernardo Wealth Planning
Pennsylvania
$282K +$21.4K +55 +8%
GWM
3531
GoalFusion Wealth Management
Texas
$282K – – –
PPW
3532
Pasadena Private Wealth
California
$281K +$17.1K +44 +6%
WCP
3533
Wealthcare Capital Partners
Pennsylvania
$281K +$16.4K +42 +6%
AAM
3534
Ackerman Asset Management
Maryland
$281K +$299K +767 New
TFGT
3535
TS Financial Group (TSFG)
Illinois
$281K +$17.5K +45 +6%
CGFA
3536
Colton Groome Financial Advisors
North Carolina
$280K – – –
AC
3537
AWM Capital
Arizona
$280K +$10.5K +27 +4%
BCM
3538
Bourgeon Capital Management
Connecticut
$280K +$5.46K +14 +2%
LWM
3539
Lighthouse Wealth Management
Ohio
$280K +$39.8K +102 +15%
ODIJL
3540
One Day In July LLC
Vermont
$280K -$115K -294 -28%
GWAG
3541
Garrett Wealth Advisory Group
Texas
$280K +$23K +59 +8%
GMFG
3542
Greater Midwest Financial Group
Minnesota
$279K +$1.95K +5 +0.7%
6F
3543
626 Financial
Michigan
$278K – – –
SPI
3544
Sutton Place Investors
New York
$277K -$211K -542 -42%
BWM
3545
BKM Wealth Management
Wisconsin
$277K +$1.95K +5 +0.7%
SWM
3546
Shelton Wealth Management
Texas
$276K -$31.6K -81 -10%
EFA
3547
Edge Financial Advisors
Illinois
$276K +$54.2K +139 +23%
REMPR
3548
Roof Eidam Maycock Peralta (REMP)
California
$275K -$46.4K -119 -14%
CFP
3549
Curran Financial Partners
South Carolina
$274K +$3.51K +9 +1%
SWP
3550
Semus Wealth Partners
Florida
$273K -$3.9K -10 -1%