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Name Holding Trade Value Shares
Change
Change in
Stake
W
2826
Wealthquest
Ohio
$345K +$11.4K +22 +3%
I
2827
INVST
Indiana
$344K -$3.11K -6 -0.9%
WB
2828
West Bancorporation
Iowa
$343K +$69.9K +135 +26%
CPA
2829
Capital Performance Advisors
California
$342K -$22.8K -44 -6%
CA
2830
CSM Advisors
Pennsylvania
$342K +$83.3K +161 +33%
EW
2831
Elyxium Wealth
California
$342K -$638K -1,233 -66%
AT
2832
Arlington Trust
Alabama
$341K +$16K +31 +5%
TFA
2833
Tranquilli Financial Advisor
New Jersey
$340K -$13.5K -26 -4%
GSIAS
2834
Garden State Investment Advisory Services
New Jersey
$340K -$5.18K -10 -2%
LWP
2835
LeClair Wealth Partners
Ohio
$339K +$333K +643 New
WCP
2836
Wealthcare Capital Partners
Pennsylvania
$338K +$332K +642 New
LGW
2837
Leslie Global Wealth
Illinois
$338K +$1.55K +3 +0.5%
GPWM
2838
Grant Private Wealth Management
California
$338K +$332K +642 New
SFG
2839
SNS Financial Group
Minnesota
$338K -$36.2K -70 -10%
IPW
2840
Impact Partnership Wealth
Georgia
$334K +$329K +635 New
SIC
2841
Sage Investment Counsel
Tennessee
$334K +$329K +635 New
SIS
2842
Sound Income Strategies
Florida
$334K +$34.7K +67 +12%
MSFP
2843
Mark Sheptoff Financial Planning
Connecticut
$334K – – –
UWPG
2844
Ullmann Wealth Partners Group
Florida
$334K +$15.5K +30 +5%
KFA
2845
Kapstone Financial Advisors
Ohio
$333K +$1.55K +3 +0.5%
WIC
2846
WealthBridge Investment Counsel
Alberta, Canada
$333K – – –
AWM
2847
Accel Wealth Management
Iowa
$333K +$28.5K +55 +10%
FDS
2848
Freedom Day Solutions
Texas
$332K – – –
MPIA
2849
Mountain Pacific Investment Advisers
Idaho
$332K -$44K -85 -12%
QPWM
2850
Quadrant Private Wealth Management
Pennsylvania
$332K +$44K +85 +16%