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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
2776
Madrona Financial Services
Washington
$345K -$468K -4,631 -65%
CCMG
2777
Connecticut Capital Management Group
Connecticut
$345K +$250K +2,473 New
BOPW
2778
Brandywine Oak Private Wealth
Pennsylvania
$344K +$249K +2,464 New
AW
2779
Avion Wealth
Texas
$344K +$3.44K +34 +1%
CA
2780
Carson Advisory
Georgia
$344K +$249K +2,461 New
NB
2781
Northwest Bancshares
Pennsylvania
$343K +$249K +2,458 New
CWM
2782
Cherrydale Wealth Management
New Jersey
$342K +$248K +2,451 New
FBFS
2783
First Business Financial Services
Wisconsin
$342K +$248K +2,450 New
WWM
2784
Wiser Wealth Management
Georgia
$342K +$248K +2,450 New
HBW
2785
Hazlett, Burt & Watson
West Virginia
$342K +$2.43K +24 +1%
CPG
2786
Cornerstone Planning Group
New Jersey
$342K +$64.3K +636 +24%
BFWA
2787
Benchmark Financial Wealth Advisors
Florida
$341K +$247K +2,443 New
IWAO
2788
Independence Wealth Advisors (Ohio)
Ohio
$341K +$247K +2,442 New
UW
2789
Unique Wealth
Florida
$341K +$247K +2,439 New
SFWC
2790
Strategic Family Wealth Counselors
New Jersey
$341K +$247K +2,439 New
DM
2791
Diversified Management
Wisconsin
$340K -$10.1M -100,206 -98%
BCMLT
2792
Beacon Capital Management LLC (Tennessee)
Tennessee
$340K +$246K +2,437 New
RCP
2793
Roan Capital Partners
Tennessee
$340K +$246K +2,435 New
KCM
2794
Kendall Capital Management
Maryland
$340K +$246K +2,433 New
PFA
2795
Presper Financial Architects
Ohio
$340K +$246K +2,433 New
FCM
2796
Fourpath Capital Management
Oklahoma
$339K +$246K +2,431 New
TA
2797
TrueWealth Advisors
Alabama
$339K +$246K +2,431 New
WBCM
2798
Wilson & Boucher Capital Management
California
$339K +$246K +2,430 New
TFA
2799
Tobias Financial Advisors
Florida
$339K +$245K +2,426 New
NF
2800
Nvest Financial
New Hampshire
$337K +$244K +2,412 New