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Name Holding Trade Value Shares
Change
Change in
Stake
MA
3076
MW Advisory
Georgia
$275K +$246K +978 New
PFM
3077
Peak Financial Management
Massachusetts
$275K +$31.7K +126 +15%
RWA
3078
Rooted Wealth Advisors
Illinois
$275K +$246K +977 New
SFB
3079
STAR Financial Bank
Indiana
$274K -$91K -361 -27%
TP
3080
Thayer Partners
Pennsylvania
$273K -$14.9K -59 -6%
HCM
3081
Hollencrest Capital Management
California
$273K +$1.51K +6 +0.6%
DWS
3082
Discipline Wealth Solutions
South Carolina
$273K -$40.3K -160 -14%
LFP
3083
Lakeshore Financial Planning
Michigan
$273K +$504 +2 +0.2%
MAG
3084
M3 Advisory Group
Massachusetts
$273K +$26.7K +106 +12%
MAM
3085
MMA Asset Management
Pennsylvania
$273K -$7.31K -29 -3%
HWM
3086
HighMark Wealth Management
Minnesota
$272K +$1.26K +5 +0.5%
CWM
3087
Cherrydale Wealth Management
New Jersey
$272K +$14.4K +57 +6%
MCM
3088
Monument Capital Management
Virginia
$271K +$4.28K +17 +2%
SB
3089
Sunflower Bank
Texas
$271K -$169K -669 -41%
RMF
3090
Red Mountain Financial
Colorado
$271K +$504 +2 +0.2%
CKAIS
3091
Christensen King & Associates Investment Services
Washington
$271K – – –
SFWC
3092
Strategic Family Wealth Counselors
New Jersey
$270K +$242K +961 New
Vanguard Capital Wealth Advisors
3093
Vanguard Capital Wealth Advisors
Colorado
$270K +$12.6K +50 +5%
TWA
3094
Talisman Wealth Advisors
New Jersey
$269K +$241K +957 New
RWA
3095
Roberts Wealth Advisors
California
$269K -$78.1K -310 -24%
BBA
3096
Braun-Bostich & Associates
Pennsylvania
$269K -$2.02K -8 -0.8%
PFA
3097
Perryman Financial Advisory
Texas
$269K +$7.81K +31 +3%
WW
3098
Wright Wealth
Georgia
$269K +$4.03K +16 +2%
RWS
3099
RASP Wealth Solutions
Indiana
$269K +$241K +956 New
CWA
3100
Consilium Wealth Advisory
Texas
$269K +$9.83K +39 +4%