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Name Holding Trade Value Shares
Change
Change in
Stake
PHWM
3176
Palatine Hill Wealth Management
Michigan
$210K -$2.71K -10 -1%
EFG International
3177
EFG International
$210K -$1.95M -7,217 -89%
NFA
3178
Northwest Financial Advisors
Virginia
$210K +$271 +1 +0.1%
MAG
3179
M3 Advisory Group
Massachusetts
$209K -$14.6K -54 -6%
FWMM
3180
Foundation Wealth Management (Missouri)
Missouri
$209K -$14.6K -54 -6%
SMF
3181
Sterling Manor Financial
New York
$209K – – –
OWM
3182
Opes Wealth Management
California
$209K +$22.2K +82 +11%
Readystate Asset Management
3183
Readystate Asset Management
Illinois
$209K +$233K +862 New
FC
3184
Financial Council
Maryland
$209K – – –
ACMA
3185
Arbor Capital Management (Alaska)
Alaska
$209K -$32.5K -120 -12%
MS
3186
Monetary Solutions
Ohio
$208K – – –
FFC
3187
First Financial Corp
Indiana
$208K -$2.44K -9 -1%
OFP
3188
OFC Financial Planning
New Jersey
$208K – – –
SC
3189
Stephenson & Company
California
$208K – – –
AT
3190
Avalon Trust
New Mexico
$207K -$32.5K -120 -12%
MCM
3191
McKinney Capital Management
Texas
$207K +$231K +853 New
PFM
3192
Peak Financial Management
Massachusetts
$206K – – –
PWM
3193
Penobscot Wealth Management
Maine
$206K – – –
CWG
3194
Crown Wealth Group
North Carolina
$206K +$17.6K +65 +8%
WHCFA
3195
William Howard & Co Financial Advisors
Tennessee
$206K -$10K -37 -4%
CCM
3196
Chickasaw Capital Management
Tennessee
$206K – – –
Harel Insurance Investments & Financial Services
3197
Harel Insurance Investments & Financial Services
Israel
$206K +$230K +850 New
CL
3198
CVFG LLC
Indiana
$206K +$229K +848 New
IWM
3199
IMG Wealth Management
Florida
$205K -$38.4K -142 -14%
IPA
3200
Investment Planning Advisors
Georgia
$204K +$2.44K +9 +1%