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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
3876
Alessandra Capital Management
California
$210K +$232K +638 New
DC
3877
Darrow Company
Massachusetts
$210K +$10.9K +30 +5%
AFAS
3878
Acorn Financial Advisory Services
Virginia
$210K – – –
SIA
3879
Stegner Investment Associates
Kentucky
$209K – – –
SCP
3880
Silverleafe Capital Partners
Tennessee
$209K +$232K +636 New
NPFS
3881
Novak & Powell Financial Services
Florida
$209K +$7.65K +21 +3%
BCM
3882
Boreal Capital Management
Florida
$209K – – –
PWMG
3883
Pioneer Wealth Management Group
Texas
$209K +$231K +634 New
PCM
3884
Presidio Capital Management
California
$208K +$8.38K +23 +4%
AW
3885
Atlas Wealth
Ohio
$207K +$4.37K +12 +2%
MWPCG
3886
Measured Wealth Private Client Group
New Hampshire
$207K – – –
NFS
3887
NewCorp Financial Services
Georgia
$207K -$364 -1 -0.2%
CCP
3888
Cassia Capital Partners
North Carolina
$206K -$900K -2,469 -80%
AFA
3889
Avant Financial Advisors
Texas
$206K – – –
HP
3890
Highlander Partners
Texas
$206K – – –
FFWM
3891
Future Financial Wealth Management
Ohio
$205K – – –
MSWMA
3892
Market Street Wealth Management Advisors
Indiana
$205K -$44.1K -121 -16%
OWM
3893
Omnitrust Wealth Management
Florida
$205K +$1.46K +4 +0.6%
SWA
3894
Serenus Wealth Advisors
California
$205K +$227K +622 New
TCM
3895
TD Capital Management
Tennessee
$205K -$65.6K -180 -22%
KWA
3896
Kondo Wealth Advisors
California
$204K +$226K +621 New
OP
3897
Oath Planning
Oklahoma
$204K – – –
KWM
3898
KMT Wealth Management
California
$204K – – –
PC
3899
PCB Capital
New Jersey
$204K +$226K +621 New
LFA
3900
LifeGuide Financial Advisors
Pennsylvania
$204K +$364 +1 +0.2%