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Name Holding Trade Value Shares
Change
Change in
Stake
MW
2451
Maia Wealth
Colorado
$225K +$214K +1,230 New
NED
2452
Nancy E. Dempze
$225K +$226K +1,300 New
VPP
2453
Vertex Planning Partners
Illinois
$225K -$14.4K -83 -6%
BF
2454
Blankinship & Foster
California
$225K – – –
SA
2455
Strategic Advocates
Utah
$224K +$226K +1,298 New
AHL
2456
Abel Hall LLC
Louisiana
$224K +$17.5K +101 +8%
WWC
2457
Waypoint Wealth Counsel
Georgia
$224K +$174 +1 +0.1%
SP
2458
Systematic Portfolios
New York
$223K +$224K +1,292 New
CFO
2459
Callan Family Office
Pennsylvania
$223K +$224K +1,291 New
FPB
2460
First PREMIER Bank
South Dakota
$223K – – –
C
2461
Covestor
United Kingdom
$223K +$11.6K +67 +6%
T
2462
TNF
Montana
$223K – – –
NCM
2463
Neumann Capital Management
California
$222K – – –
CL
2464
CIM LLC
New York
$222K – – –
HAS
2465
Horizon Advisory Services
New York
$222K – – –
PCMC
2466
Paragon Capital Management (Colorado)
Colorado
$222K +$348 +2 +0.2%
GWP
2467
Gateway Wealth Partners
Wisconsin
$222K -$3.65K -21 -2%
LF
2468
LifeSteps Financial
California
$222K +$521 +3 +0.2%
LAS
2469
LWM Advisory Services
Florida
$221K -$49K -282 -18%
TFG
2470
Taylor Financial Group
Virginia
$221K – – –
PO
2471
Private Ocean
California
$220K -$2.43K -14 -1%
LFG
2472
Lockerman Financial Group
California
$220K +$1.04K +6 +0.5%
HR
2473
Hardy Reed
Mississippi
$220K +$221K +1,273 New
TAM
2474
Tucker Asset Management
Colorado
$220K -$2.78K -16 -1%
CAS
2475
Coppell Advisory Solutions
Texas
$220K +$221K +1,273 New