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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1701
Maltin Wealth Management
New Jersey
$251K – – –
PA
1702
Prossimo Advisors
California
$251K -$508K -1,072 -67%
Pine Valley Investments
1703
Pine Valley Investments
New Jersey
$251K -$109K -231 -30%
HCMG
1704
Howard Capital Management Group
California
$251K – – –
KCP
1705
Kera Capital Partners
California
$251K +$250K +528 New
FTC
1706
Farmers Trust Company
Ohio
$250K +$3.31K +7 +1%
Signature Estate & Investment Advisors
1707
Signature Estate & Investment Advisors
California
$250K -$44K -93 -15%
VHAM
1708
Van Hulzen Asset Management
California
$249K -$3.31K -7 -1%
4WM
1709
49 Wealth Management
Texas
$249K -$2.37K -5 -0.9%
KCPG
1710
Kavar Capital Partners Group
Kansas
$248K – – –
FMP
1711
Financial Management Professionals
Texas
$247K +$5.21K +11 +2%
CWA
1712
Canvas Wealth Advisors
Kansas
$246K -$33.6K -71 -12%
EL
1713
EWA LLC
Pennsylvania
$246K +$30.8K +65 +14%
JWM
1714
JGP Wealth Management
Oregon
$246K -$947 -2 -0.4%
FB
1715
Finward Bancorp
Indiana
$246K – – –
IA
1716
Integrity Alliance
Iowa
$245K +$40.2K +85 +20%
CBA
1717
Coastal Bridge Advisors
Connecticut
$245K +$2.84K +6 +1%
ABWM
1718
Alpine Bank Wealth Management
Colorado
$245K -$2.37K -5 -1%
LWM
1719
LeConte Wealth Management
Tennessee
$245K +$244K +515 New
RFP
1720
Root Financial Partners
California
$244K +$7.1K +15 +3%
SFP
1721
Shepherd Financial Partners
Massachusetts
$243K +$1.89K +4 +0.8%
BGAI
1722
Bruce G. Allen Investments
Colorado
$243K +$1.89K +4 +0.8%
GWS
1723
Greykasell Wealth Strategies
California
$242K +$27K +57 +13%
Aspiriant LLC
1724
Aspiriant LLC
California
$242K -$29.8K -63 -11%
BA
1725
Ballast Advisors
Minnesota
$241K -$5.68K -12 -2%