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Name Holding Trade Value Shares
Change
Change in
Stake
OHWA
3651
Oak Hill Wealth Advisors
Virginia
$240K -$39K -100 -13%
BWP
3652
Barlow Wealth Partners
Kentucky
$240K
B
3653
Birchbrook
Maine
$240K -$5.85K -15 -2%
MPW
3654
MA Private Wealth
California
$240K
MA
3655
Mezzasalma Advisors
New Jersey
$240K
TPWA
3656
Twin Peaks Wealth Advisors
California
$240K -$2.34K -6 -0.9%
BCG
3657
Bravias Capital Group
New Jersey
$240K +$12.1K +31 +5%
BDL
3658
Bey-Douglas LLC
Georgia
$240K -$65.1K -167 -20%
LK
3659
Lumbard & Kellner
New Hampshire
$240K
AWM
3660
Abound Wealth Management
Tennessee
$239K +$13.3K +34 +6%
ATI
3661
ARK & TLK Investments
Oklahoma
$239K
RWA
3662
Rooted Wealth Advisors
Illinois
$239K +$35.1K +90 +15%
IWA
3663
Integrity Wealth Advisors
California
$238K -$390 -1 -0.2%
CWM
3664
C2C Wealth Management
Arizona
$238K -$79.9K -205 -24%
CCA
3665
Conestoga Capital Advisors
Pennsylvania
$238K +$33.1K +85 +15%
TFA
3666
Teamwork Financial Advisors
Texas
$238K -$10.9K -28 -4%
IPW
3667
Intergy Private Wealth
Colorado
$238K -$4.68K -12 -2%
NJBEST
3668
New Jersey Better Educational Savings Trust
New Jersey
$237K
AFG
3669
Altiora Financial Group
Ohio
$237K -$113K -290 -31%
SWM
3670
SilverOak Wealth Management
Minnesota
$236K
EI
3671
eCIO Inc
Wisconsin
$236K +$251K +644 New
GWM
3672
GK Wealth Management
Nevada
$236K +$779 +2 +0.3%
IWM
3673
Inlight Wealth Management
Georgia
$235K -$97.4K -250 -28%
TIM
3674
Total Investment Management
Arizona
$235K +$390 +1 +0.2%
PRP
3675
Peak Retirement Planning
Ohio
$235K +$1.56K +4 +0.6%