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Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
2476
National Wealth Management Group
Ohio
$274K -$1.76K -29 -0.7%
TF
2477
Threadgill Financial
Texas
$274K
CWM
2478
Curi Wealth Management
North Carolina
$273K
TFM
2479
TFC Financial Management
Massachusetts
$273K +$3.63K +60 +1%
CWM
2480
Castle Wealth Management
Florida
$272K -$6.05K -100 -2%
BWA
2481
BDO Wealth Advisors
Florida
$272K -$5.45K -90 -2%
WIM
2482
Westside Investment Management
California
$271K
UAML
2483
US Asset Management LLC
Pennsylvania
$271K -$1.88K -31 -0.7%
VAFP
2484
Vahanian & Associates Financial Planning
New York
$271K
CPWA
2485
Cerro Pacific Wealth Advisors
California
$270K +$264K +4,358 New
TA
2486
Trellis Advisors
Washington
$270K +$31.4K +519 +14%
BSSFA
2487
Baron Silver Stevens Financial Advisors
Florida
$270K +$25.1K +414 +11%
SPP
2488
Single Point Partners
Massachusetts
$270K -$203K -3,350 -44%
MWM
2489
Merriman Wealth Management
Washington
$270K +$52K +859 +25%
SCA
2490
Southern Capital Advisors
Tennessee
$270K -$67.8K -1,119 -20%
KLI
2491
Kelman-Lazarov Inc
Tennessee
$270K +$43.2K +714 +20%
VFP
2492
Verus Financial Partners
Virginia
$268K -$87.4K -1,444 -26%
FC
2493
FCA Corp
Texas
$268K +$30.5K +504 +13%
TAM
2494
Tucker Asset Management
Colorado
$267K +$57.9K +957 +29%
SA
2495
Syntax Advisors
New York
$267K +$14K +232 +6%
VCG
2496
Vantage Consulting Group
Virginia
$267K +$14K +232 +6%
PAM
2497
Paradigm Asset Management
New York
$267K
GG
2498
Greenwood Gearhart
Arkansas
$266K -$50.5K -834 -16%
BOS
2499
Bank of Stockton
California
$266K
GCM
2500
Gladius Capital Management
Illinois
$266K -$85.9K -1,418 -25%