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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2876
Cahaba Wealth Management
Georgia
$310K +$224K +2,218 New
BIA
2877
Beacon Investment Advisors
Maryland
$310K +$224K +2,217 New
LFP
2878
Lakeshore Financial Planning
Michigan
$309K +$224K +2,214 New
HB
2879
Horizon Bancorp
Indiana
$309K -$101K -1,000 -31%
DG
2880
Diesslin Group
Texas
$309K +$224K +2,212 New
WPC
2881
Waters Parkerson & Co
Louisiana
$309K +$224K +2,212 New
TWM
2882
TSA Wealth Management
Texas
$308K +$223K +2,206 New
HWM
2883
HBE Wealth Management
Nebraska
$308K -$330K -3,263 -60%
PFM
2884
Phillips Financial Management
Indiana
$308K +$223K +2,203 New
GCM
2885
Graver Capital Management
Ohio
$307K +$222K +2,200 New
ZF
2886
Zhang Financial
Michigan
$307K +$222K +2,200 New
CCM
2887
Cloud Capital Management
Washington
$307K +$223K +2,202 New
MAM
2888
McLean Asset Management
Virginia
$307K +$344K +3,401 New
CFA
2889
CWS Financial Advisors
Michigan
$307K +$222K +2,196 New
MSWMA
2890
Market Street Wealth Management Advisors
Indiana
$306K +$222K +2,191 New
CPC
2891
Consolidated Planning Corp
Georgia
$306K +$221K +2,190 New
DWM
2892
DecisionMap Wealth Management
Virginia
$306K +$221K +2,189 New
DWM
2893
Ducere Wealth Management
California
$305K +$221K +2,185 New
NG
2894
Novem Group
New York
$304K +$221K +2,181 New
B
2895
Barings
North Carolina
$304K +$220K +2,180 New
HIM
2896
Hillsdale Investment Management
Ontario, Canada
$304K +$220K +2,180 New
MAG
2897
M3 Advisory Group
Massachusetts
$304K +$220K +2,176 New
XPN
2898
XY Planning Network
Montana
$304K +$220K +2,175 New
JWM
2899
JDH Wealth Management
California
$304K +$220K +2,174 New
ACM
2900
AUA Capital Management
Pennsylvania
$303K +$220K +2,171 New