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Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
2976
Center For Asset Management
Florida
$260K +$3.67K +14 +2%
OWA
2977
Outlook Wealth Advisors
Texas
$260K +$14.4K +55 +6%
IFO
2978
Independent Family Office
New York
$260K – – –
DWM
2979
Denver Wealth Management
Colorado
$260K +$3.4K +13 +1%
RWA
2980
Redhawk Wealth Advisors
Minnesota
$260K -$1.1M -4,198 -82%
BP
2981
Broadleaf Partners
Ohio
$259K +$13.1K +50 +6%
USWIA
2982
UP Strategic Wealth Investment Advisors
Pennsylvania
$259K – – –
NWWA
2983
New Wave Wealth Advisors
Arkansas
$259K +$40.3K +154 +20%
CIS
2984
Connors Investor Services
Pennsylvania
$258K +$12.8K +49 +6%
IWM
2985
IMG Wealth Management
Florida
$258K +$39.8K +152 +20%
APA
2986
Astoria Portfolio Advisors
New York
$257K -$64.7K -247 -22%
HC
2987
Headland Capital
South Carolina
$257K +$1.31K +5 +0.6%
CWM
2988
Cherrydale Wealth Management
New Jersey
$257K – – –
WFA
2989
Woodward Financial Advisors
North Carolina
$256K +$27.7K +106 +13%
MCCP
2990
Mission Creek Capital Partners
California
$256K – – –
AAMC
2991
Asset Allocation & Management Company
Illinois
$256K – – –
ACM
2992
Argent Capital Management
Missouri
$256K – – –
PWM
2993
Parkshore Wealth Management
California
$256K +$1.31K +5 +0.6%
KFG
2994
Kelly Financial Group
Connecticut
$256K +$52.4K +200 +28%
MWM
2995
Meritas Wealth Management
California
$255K +$237K +905 New
AWA
2996
A4 Wealth Advisors
North Carolina
$255K +$236K +903 New
MCM
2997
Monument Capital Management
Virginia
$255K -$4.71K -18 -2%
WH
2998
Whitcomb & Hess
Ohio
$255K – – –
WFM
2999
Wolff Financial Management
Michigan
$255K – – –
BSA
3000
Bull Street Advisors
Georgia
$254K – – –