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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
3101
Sage Rhino Capital
California
$223K +$5.14K +19 +2%
USWIA
3102
UP Strategic Wealth Investment Advisors
Pennsylvania
$223K +$8.12K +30 +3%
SA
3103
Sunesis Advisors
Kansas
$223K -$1.89K -7 -0.8%
DWM
3104
DecisionMap Wealth Management
Virginia
$223K -$7.04K -26 -3%
AFWM
3105
AMJ Financial Wealth Management
Virginia
$223K – – –
NQWM
3106
Northwest Quadrant Wealth Management
Oregon
$222K -$360K -1,331 -59%
HIW
3107
Holos Integrated Wealth
Pennsylvania
$222K -$89.3K -330 -27%
LWM
3108
Level Wealth Management
North Carolina
$222K – – –
PWM
3109
Parkshore Wealth Management
California
$222K +$1.89K +7 +0.8%
CWA
3110
Consilium Wealth Advisory
Texas
$222K +$248K +916 New
OWA
3111
OakTrust Wealth Advisors
Connecticut
$222K -$5.95K -22 -2%
BP
3112
Broadleaf Partners
Ohio
$222K -$541 -2 -0.2%
SWM
3113
Stronghold Wealth Management
Florida
$221K +$8.39K +31 +4%
RK
3114
Rather & Kittrell
Tennessee
$221K +$8.12K +30 +3%
HWMG
3115
Hurlow Wealth Management Group
Indiana
$221K +$1.35K +5 +0.6%
CWM
3116
Cherrydale Wealth Management
New Jersey
$221K – – –
PRI
3117
Prepared Retirement Institute
Pennsylvania
$221K -$53.8K -199 -18%
Vanguard Capital Wealth Advisors
3118
Vanguard Capital Wealth Advisors
Colorado
$221K -$13.5K -50 -5%
DWG
3119
Darden Wealth Group
Michigan
$220K +$246K +909 New
TFG
3120
Taylor Financial Group
Virginia
$220K -$91.2K -337 -27%
AAMC
3121
Asset Allocation & Management Company
Illinois
$220K – – –
ACM
3122
Argent Capital Management
Missouri
$220K – – –
GA
3123
GSG Advisors
New Jersey
$220K +$541 +2 +0.2%
TCM
3124
Tradewinds Capital Management
Washington
$219K +$1.08K +4 +0.4%
VDC
3125
Van Diest Capital
Iowa
$219K +$245K +904 New