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Name Holding Trade Value Shares
Change
Change in
Stake
PJWM
2826
Philip James Wealth Mangement
Georgia
$385K +$12.2K +22 +3%
PFW
2827
Petros Family Wealth
Minnesota
$385K +$36.5K +66 +11%
OPPS
2828
Obsidian Personal Planning Solutions
Maryland
$384K +$111K +200 +41%
PEA
2829
Park Edge Advisors
Ohio
$382K +$41.5K +75 +12%
GGI
2830
GPM Growth Investors
Michigan
$382K +$48.7K +88 +15%
CIEC
2831
Crédit Industriel et Commercial
France
$382K +$376K +679 New
AWP
2832
Atlas Wealth Partners
Pennsylvania
$380K – – –
WWC
2833
Waypoint Wealth Counsel
Georgia
$379K +$75.2K +136 +25%
KWM
2834
Kaydan Wealth Management
Michigan
$379K -$12.2K -22 -3%
LGW
2835
Leslie Global Wealth
Illinois
$378K +$12.2K +22 +3%
LWM
2836
LeConte Wealth Management
Tennessee
$378K +$372K +672 New
EA
2837
Emerald Advisors
Washington
$377K -$19.4K -35 -5%
SFG
2838
SNS Financial Group
Minnesota
$377K +$2.77K +5 +0.8%
MWP
2839
Meridian Wealth Partners
Pennsylvania
$376K +$10.5K +19 +3%
GWMIA
2840
Global Wealth Management Investment Advisory
Florida
$375K +$116K +210 +46%
CRI
2841
Colonial River Investments
Virginia
$375K -$553 -1 -0.2%
LRIC
2842
Long Road Investment Counsel
Michigan
$374K – – –
JTWM
2843
Jackson Thornton Wealth Management
Alabama
$373K +$22.1K +40 +6%
AP
2844
Advisors Preferred
Maryland
$373K -$342K -619 -48%
FAT
2845
First American Trust
California
$373K +$82.4K +149 +29%
CRWM
2846
Castle Rock Wealth Management
California
$373K -$1.79M -3,235 -83%
CSC
2847
Caldwell Sutter Capital
California
$373K -$41.5K -75 -10%
WOSD
2848
WFA of San Diego
California
$372K +$366K +662 New
CA
2849
CSM Advisors
Pennsylvania
$372K +$8.29K +15 +2%
PFM
2850
Potomac Fund Management
Florida
$372K +$7.19K +13 +2%