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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
3651
Abound Wealth Management
Tennessee
$274K +$15.7K +40 +6%
ASG
3652
Ariston Services Group
California
$274K
CW
3653
Code Waechter
Florida
$273K -$15.3K -39 -5%
TA
3654
TrueWealth Advisors
Alabama
$272K -$5.11K -13 -2%
BC
3655
Brio Consultants
California
$272K +$38.1K +97 +17%
EW
3656
Element Wealth
Mississippi
$272K +$5.5K +14 +2%
BWP
3657
Barlow Wealth Partners
Kentucky
$272K +$10.2K +26 +4%
AWMM
3658
Aegis Wealth Management (Maryland)
Maryland
$271K -$18.1K -46 -6%
FFG
3659
Fortress Financial Group
Minnesota
$271K +$1.18K +3 +0.5%
ARG
3660
Advisory Resource Group
Oklahoma
$271K -$4.33K -11 -2%
WMN
3661
Wealth Management Nebraska
Nebraska
$271K -$5.5K -14 -2%
SA
3662
Skyline Advisors
Washington
$271K -$786 -2 -0.3%
OPPS
3663
Obsidian Personal Planning Solutions
Maryland
$270K +$13.8K +35 +5%
FSWA
3664
Financial Synergies Wealth Advisors
Texas
$269K +$18.1K +46 +7%
RAS
3665
RPS Advisory Solutions
Kentucky
$268K -$3.93K -10 -1%
ORAM
3666
One River Asset Management
Connecticut
$268K -$835K -2,123 -76%
POIA
3667
Pin Oak Investment Advisors
Texas
$268K
PPWM
3668
Perissos Private Wealth Management
Oklahoma
$268K
FWA
3669
FOCUS Wealth Advisors
Texas
$268K -$16.5K -42 -6%
PM
3670
Pembroke Management
Quebec, Canada
$267K +$260K +660 New
HP
3671
Hilltop Partners
Indiana
$267K +$20.4K +52 +9%
RAM
3672
Redmond Asset Management
Virginia
$267K
BWA
3673
BlueSky Wealth Advisors
North Carolina
$267K +$259K +659 New
SOAG
3674
Silver Oak Advisory Group
Oregon
$267K -$9.04K -23 -3%
OFG
3675
Opulen Financial Group
Virginia
$267K +$29.5K +75 +13%