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Name Holding Trade Value Shares
Change
Change in
Stake
WA
3051
WPG Advisers
Maryland
$237K +$8.38K +32 +4%
SNBOSD
3052
Security National Bank of So Dak
Iowa
$237K -$13.1K -50 -6%
TIAAOA
3053
Teachers Insurance & Annuity Association of America
New York
$236K
SCM
3054
Spreng Capital Management
Ohio
$236K +$7.85K +30 +4%
HGA
3055
Hobbs Group Advisors
South Carolina
$236K +$262 +1 +0.1%
RAS
3056
RPS Advisory Solutions
Kentucky
$236K +$11.3K +43 +5%
CWM
3057
Compass Wealth Management
Connecticut
$236K
FWP
3058
Falcon Wealth Planning
California
$236K -$3.14K -12 -1%
IPA
3059
Investment Planning Advisors
Georgia
$235K +$262 +1 +0.1%
GWM
3060
GoalFusion Wealth Management
Texas
$235K -$785 -3 -0.4%
OCFG
3061
O'Connor Financial Group
Illinois
$235K -$524 -2 -0.2%
IAP
3062
Indie Asset Partners
Indiana
$235K +$218K +832 New
MWM
3063
Mascoma Wealth Management
New Hampshire
$235K
ACMA
3064
Arbor Capital Management (Alaska)
Alaska
$234K
APC
3065
Aspire Private Capital
North Carolina
$233K
PS
3066
Pinney & Scofield
Massachusetts
$233K +$262 +1 +0.1%
MCM
3067
McRae Capital Management
New Jersey
$233K
KIC
3068
Kensington Investment Counsel
California
$233K
AWM
3069
Able Wealth Management
New Jersey
$232K +$4.97K +19 +2%
MWM
3070
MGB Wealth Management
Texas
$232K -$87.2K -333 -29%
HSG
3071
Helen Stephens Group
Texas
$232K +$262 +1 +0.1%
NA
3072
Nottingham Advisors
New York
$231K
AWM
3073
Austin Wealth Management
Texas
$230K -$4.45K -17 -2%
BWM
3074
Baron Wealth Management
Michigan
$230K -$1.05K -4 -0.5%
AWA
3075
Aletheian Wealth Advisors
Washington
$229K -$4.45K -17 -2%