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Name Holding Trade Value Shares
Change
Change in
Stake
LC
2626
Lincoln Capital
Nebraska
$316K – – –
PRI
2627
Prepared Retirement Institute
Pennsylvania
$316K -$75.6K -309 -20%
EW
2628
Enzi Wealth
Texas
$316K -$978 -4 -0.3%
WCWM
2629
Willow Creek Wealth Management
California
$316K +$978 +4 +0.3%
CAM
2630
Campion Asset Management
Virginia
$315K – – –
LGWM
2631
Litman Gregory Wealth Management
California
$315K – – –
BCM
2632
Beck Capital Management
Texas
$313K +$978 +4 +0.3%
LA
2633
Latitude Advisors
Florida
$312K -$89.5K -366 -23%
GWSA
2634
Global Wealth Strategies & Associates
Colorado
$312K +$2.45K +10 +0.8%
PAG
2635
Private Advisory Group
Washington
$311K +$59.9K +245 +24%
BWM
2636
Biltmore Wealth Management
Arizona
$311K +$3.67K +15 +1%
PF
2637
Prosperitas Financial
California
$310K +$1.47K +6 +0.5%
BC
2638
Belmont Capital
California
$310K – – –
NF
2639
NavPoint Financial
Minnesota
$310K – – –
NC
2640
NBW Capital
Massachusetts
$310K +$29.4K +120 +11%
AWP
2641
Accretive Wealth Partners
New Jersey
$310K +$305K +1,245 New
MPW
2642
Monterey Private Wealth
California
$310K -$103K -420 -25%
TFG
2643
Taylor Financial Group
Virginia
$310K – – –
PA
2644
Pineridge Advisors
Missouri
$307K -$41.8K -171 -12%
GI
2645
GLOBALT Investments
Georgia
$307K – – –
GDP
2646
Great Diamond Partners
Maine
$307K – – –
WAM
2647
Weinberger Asset Management
California
$306K +$71.7K +293 +31%
CWA
2648
Canvas Wealth Advisors
Kansas
$306K +$41.3K +169 +15%
DRP
2649
Decker Retirement Planning
Utah
$306K -$141K -575 -32%
UFA
2650
US Financial Advisors
Massachusetts
$306K – – –