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Name Holding Trade Value Shares
Change
Change in
Stake
HIW
3101
Holos Integrated Wealth
Pennsylvania
$222K -$89.3K -330 -27%
LWM
3102
Level Wealth Management
North Carolina
$222K
PWM
3103
Parkshore Wealth Management
California
$222K +$1.89K +7 +0.8%
CWA
3104
Consilium Wealth Advisory
Texas
$222K +$248K +916 New
OWA
3105
OakTrust Wealth Advisors
Connecticut
$222K -$5.95K -22 -2%
BP
3106
Broadleaf Partners
Ohio
$222K -$541 -2 -0.2%
SWM
3107
Stronghold Wealth Management
Florida
$221K +$8.39K +31 +4%
RK
3108
Rather & Kittrell
Tennessee
$221K +$8.12K +30 +3%
HWMG
3109
Hurlow Wealth Management Group
Indiana
$221K +$1.35K +5 +0.6%
CWM
3110
Cherrydale Wealth Management
New Jersey
$221K
PRI
3111
Prepared Retirement Institute
Pennsylvania
$221K -$53.8K -199 -18%
Vanguard Capital Wealth Advisors
3112
Vanguard Capital Wealth Advisors
Colorado
$221K -$13.5K -50 -5%
DWG
3113
Darden Wealth Group
Michigan
$220K +$246K +909 New
TFG
3114
Taylor Financial Group
Virginia
$220K -$91.2K -337 -27%
AAMC
3115
Asset Allocation & Management Company
Illinois
$220K
ACM
3116
Argent Capital Management
Missouri
$220K
GA
3117
GSG Advisors
New Jersey
$220K +$541 +2 +0.2%
TCM
3118
Tradewinds Capital Management
Washington
$219K +$1.08K +4 +0.4%
VDC
3119
Van Diest Capital
Iowa
$219K +$245K +904 New
SWASL
3120
Spartan Wealth Advisory Services LLC
Michigan
$219K +$244K +902 New
WH
3121
Whitcomb & Hess
Ohio
$219K
WFM
3122
Wolff Financial Management
Michigan
$219K
MWM
3123
Meritas Wealth Management
California
$218K -$1.35K -5 -0.6%
FB
3124
Finward Bancorp
Indiana
$218K
BSA
3125
Bull Street Advisors
Georgia
$218K