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Name Holding Trade Value Shares
Change
Change in
Stake
WWA
3576
Wealth Watch Advisors
Colorado
$290K +$12.8K +35 +4%
A
3577
Alongside
Texas
$289K +$308K +841 New
MRP
3578
Measured Risk Portfolios
California
$289K +$56.4K +154 +22%
AI
3579
Auour Investments
Massachusetts
$289K – – –
LK
3580
Lumbard & Kellner
New Hampshire
$288K – – –
OAP
3581
One Advisory Partners
Kansas
$288K – – –
CWM
3582
Castle Wealth Management
Florida
$287K -$366 -1 -0.1%
SWM
3583
Stronghold Wealth Management
Florida
$287K +$306K +835 New
HIC
3584
Harvey Investment Company
Kentucky
$287K – – –
BLFG
3585
Brian Low Financial Group
Louisiana
$286K -$807K -2,202 -73%
MVA
3586
Mount Vernon Associates
Maryland
$286K +$304K +830 New
RDFA
3587
Ritter Daniher Financial Advisory
Ohio
$286K +$51.6K +141 +20%
SA
3588
Stewardship Advisors
Pennsylvania
$286K +$10.6K +29 +4%
TFS
3589
Targeted Financial Services
Florida
$285K +$304K +830 New
GL
3590
Gerber LLC
Ohio
$285K +$366 +1 +0.1%
AIA
3591
Armor Investment Advisors
North Carolina
$285K -$733 -2 -0.2%
EWS
3592
Evergreen Wealth Solutions
Pennsylvania
$285K +$303K +828 New
NEWAS
3593
N.E.W. Advisory Services
Wisconsin
$285K -$733 -2 -0.2%
AFO
3594
Arrowroot Family Office
California
$285K +$83.1K +227 +38%
PFA
3595
Professional Financial Advisors
Nebraska
$284K +$18.7K +51 +7%
OWA
3596
OakTrust Wealth Advisors
Connecticut
$284K +$303K +826 New
SC
3597
Seldon Capital
California
$284K – – –
LSWP
3598
Liberty Square Wealth Partners
Pennsylvania
$284K – – –
SFS
3599
Symphony Financial Services
Ohio
$283K -$175K -479 -37%
MPIA
3600
Milestones Private Investment Advisors
New York
$283K -$1.1K -3 -0.4%