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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
2176
Amplius Wealth Advisors
Pennsylvania
$206K +$214K +4,672 New
CWA
2177
Consilio Wealth Advisors
Washington
$206K +$214K +4,666 New
FC
2178
Fairscale Capital
New Hampshire
$206K
DQRIM
2179
Dale Q Rice Investment Management
Washington
$205K +$213K +4,653 New
FL
2180
FreeGulliver LLC
Louisiana
$205K +$213K +4,653 New
CM
2181
Cercano Management
Washington
$205K +$213K +4,648 New
PFSC
2182
Peoples Financial Services Corp
Pennsylvania
$205K
TPWA
2183
Twin Peaks Wealth Advisors
California
$205K +$26.8K +584 +14%
SW
2184
SkyOak Wealth
Michigan
$204K +$212K +4,633 New
LA
2185
Lynch & Associates
Indiana
$204K +$212K +4,621 New
MWM
2186
Marion Wealth Management
Pennsylvania
$203K
TF
2187
Tenzing Financial
Virginia
$203K +$143K +3,120 New
BWFA
2188
Baltimore-Washington Financial Advisors
Maryland
$203K +$211K +4,605 New
BIG
2189
Builder Investment Group
Georgia
$203K +$211K +4,600 New
TWA
2190
Tulsa Wealth Advisors
Oklahoma
$203K -$111K -2,424 -35%
CPA
2191
Capital Planning Advisors
California
$203K -$42.2K -921 -17%
HAM
2192
Harmony Asset Management
Arizona
$202K +$210K +4,589 New
TIA
2193
TCFG Investment Advisors
California
$202K +$210K +4,582 New
TWM
2194
TCFG Wealth Management
California
$202K +$210K +4,582 New
SPI
2195
Sutton Place Investors
New York
$202K +$210K +4,571 New
SG
2196
Sankala Group
Colorado
$201K +$45.8K +1,000 +28%
OC
2197
Optima Capital
Oregon
$201K -$27.4K -597 -12%
OPTFSNA
2198
Old Point Trust & Financial Services N A
Virginia
$201K -$68.8K -1,500 -25%
SFS
2199
Summit Financial Strategies
Ohio
$201K +$208K +4,545 New
SL
2200
SWMG LLC
Texas
$201K +$321 +7 +0.2%