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Name Holding Trade Value Shares
Change
Change in
Stake
AW
2801
Alteri Wealth
California
$395K -$20.5K -39 -5%
BWM
2802
BNC Wealth Management
Oregon
$395K -$805K -1,529 -66%
GWMIA
2803
Global Wealth Management Investment Advisory
Florida
$395K +$3.69K +7 +0.9%
WWP
2804
Wise Wealth Partners
Arizona
$394K -$37.4K -71 -8%
PVM
2805
Palogic Value Management
Texas
$394K +$71.6K +136 +21%
EA
2806
Emerald Advisors
Washington
$394K +$24.2K +46 +6%
CWMK
2807
Caliber Wealth Management (Kansas)
Kansas
$394K -$13.2K -25 -3%
WPW
2808
Watershed Private Wealth
Illinois
$394K -$69K -131 -14%
DWM
2809
DecisionMap Wealth Management
Virginia
$393K +$45.8K +87 +12%
VNA
2810
Valley National Advisers
Pennsylvania
$393K -$6.32K -12 -2%
TA
2811
Tactive Advisors
Florida
$392K +$143K +272 +53%
ECM
2812
Elgethun Capital Management
South Dakota
$392K – – –
BBA
2813
Braun-Bostich & Associates
Pennsylvania
$392K +$26.3K +50 +7%
CFA
2814
Capstone Financial Advisors
Illinois
$391K +$1.05K +2 +0.3%
PPW
2815
Pasadena Private Wealth
California
$391K -$2.63K -5 -0.6%
EPM
2816
Elm Partners Management
Pennsylvania
$391K +$90.1K +171 +28%
ICMM
2817
Integrated Capital Management (Michigan)
Michigan
$391K +$1.05K +2 +0.3%
SCA
2818
Stonebridge Capital Advisors
Minnesota
$390K -$9.48K -18 -2%
WA
2819
Waddell & Associates
Tennessee
$390K -$165K -314 -29%
TVWM
2820
Tower View Wealth Management
Wisconsin
$388K +$27.9K +53 +7%
APG
2821
Abacus Planning Group
South Carolina
$388K +$98K +186 +32%
DFA
2822
DHJJ Financial Advisors
Illinois
$387K -$11.1K -21 -3%
IWN
2823
Independent Wealth Network
Iowa
$387K +$1.05K +2 +0.3%
LI
2824
LifeWealth Investments
Florida
$386K +$19.5K +37 +5%
FB
2825
First Bancorp
Maine
$386K -$4.74K -9 -1%