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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
2476
Financial Management Professionals
Texas
$221K +$79.1K +1,348 +52%
TA
2477
TruWealth Advisors
Louisiana
$220K -$15.5K -264 -6%
UWPG
2478
Ullmann Wealth Partners Group
Florida
$220K +$1.94K +33 +0.9%
WIM
2479
Westside Investment Management
California
$220K +$9.16K +156 +0.8%
RFN
2480
RDA Financial Network
Iowa
$219K +$352 +6 +0.2%
WOSD
2481
WFA of San Diego
California
$218K -$53.9K -919 -19%
CPSC
2482
Carl P. Sherr & Co
Massachusetts
$218K -$17.6K -300 -7%
AIM
2483
Axiom Investment Management
New York
$217K -$5.58K -95 -2%
AFS
2484
Axiom Financial Strategies
Indiana
$217K
FNWM
2485
Financial Network Wealth Management
Utah
$217K
HCM
2486
HMS Capital Management
Tennessee
$217K +$11.3K +192 +5%
PSP
2487
Principal Street Partners
Tennessee
$216K +$226K +3,846 New
NEWAS
2488
N.E.W. Advisory Services
Wisconsin
$215K -$27.4K -466 -11%
EI
2489
Ellevest Inc
New York
$215K -$4.58K -78 -2%
HIS
2490
Horizon Investment Services
Indiana
$214K -$32.5K -553 -13%
LAM
2491
LifePro Asset Management
California
$214K -$117 -2 -0.1%
RCA
2492
Ranch Capital Advisors
Florida
$213K -$7.51K -128 -3%
HNW
2493
High Note Wealth
Minnesota
$213K +$1.17K +20 +0.5%
KCM
2494
Kathmere Capital Management
Pennsylvania
$213K +$8.1K +138 +4%
AAM
2495
Aureus Asset Management
Massachusetts
$212K -$39.3K -670 -15%
PAM
2496
Premier Asset Management
Illinois
$212K +$222K +3,776 New
CCA
2497
Clearwater Capital Advisors
Illinois
$211K
OBWP
2498
O'Brien Wealth Partners
Massachusetts
$211K +$19K +323 +9%
SAF
2499
Smith Anglin Financial
Texas
$211K +$221K +3,761 New
MFS
2500
Madrona Financial Services
Washington
$210K