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Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
3726
National Wealth Management Group
Ohio
$238K +$250K +612 New
NPFS
3727
Novak & Powell Financial Services
Florida
$238K – – –
RC
3728
Rovin Capital
Arizona
$238K +$250K +612 New
KPWG
3729
KFA Private Wealth Group
Virginia
$238K +$23.7K +58 +10%
AFA
3730
Avant Financial Advisors
Texas
$238K +$250K +611 New
BBL
3731
Beck Bode LLC
Massachusetts
$237K +$817 +2 +0.3%
HI
3732
Hoey Investments
Pennsylvania
$237K +$44.9K +110 +22%
SC
3733
Schulhoff & Co
Ohio
$237K +$40.9K +100 +20%
FWM
3734
Foguth Wealth Management
Michigan
$236K +$15.5K +38 +7%
CDWM
3735
Campbell Deegan Wealth Management
Virginia
$236K +$248K +607 New
HG
3736
Harbor Group
New Hampshire
$236K – – –
CCA
3737
Criterion Capital Advisors
Tennessee
$236K – – –
APIM
3738
Agate Pass Investment Management
Washington
$236K – – –
DCM
3739
Davis Capital Management
Florida
$236K -$18.8K -46 -7%
MFG
3740
Mosaic Financial Group
Illinois
$235K -$71.1K -174 -22%
FFC
3741
Frederick Financial Consultants
Maryland
$235K +$246K +603 New
EF
3742
Exeter Financial
Arizona
$234K – – –
CKAIS
3743
Christensen King & Associates Investment Services
Washington
$234K – – –
AIA
3744
Alternative Investment Advisors
Florida
$233K +$817 +2 +0.3%
PIA
3745
Panoramic Investment Advisors
Colorado
$233K +$244K +598 New
ACA
3746
Ackerman Capital Advisors
Texas
$233K – – –
SWM
3747
SK Wealth Management
Rhode Island
$232K – – –
FFG
3748
Fortress Financial Group
Minnesota
$232K +$243K +596 New
BWP
3749
BlueStem Wealth Partners
Minnesota
$232K +$243K +596 New
CWD
3750
Clarity Wealth Development
Oregon
$231K +$230K +562 New