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Name Holding Trade Value Shares
Change
Change in
Stake
OPPS
2976
Obsidian Personal Planning Solutions
Maryland
$269K +$28K +54 +13%
PWM
2977
Partners Wealth Management
California
$269K +$264K +510 New
PWM
2978
Provident Wealth Management
Tennessee
$268K
HAIM
2979
Hunter Associates Investment Management
Pennsylvania
$268K +$262K +507 New
CNTOF
2980
Canandaigua National Trust of Florida
New York
$267K
PS
2981
Portfolio Strategies
New York
$267K
BZWA
2982
Blue Zone Wealth Advisors
California
$267K
GWMIA
2983
Global Wealth Management Investment Advisory
Florida
$267K +$20.7K +40 +9%
LI
2984
LifeWealth Investments
Florida
$266K +$262K +506 New
WCG
2985
Weaver Consulting Group
California
$266K
TL
2986
Tradewinds LLC
North Carolina
$265K +$244K +471 New
4WM
2987
49 Wealth Management
Texas
$265K +$18.6K +36 +8%
NCM
2988
Northside Capital Management
Oregon
$265K
RYIA
2989
Roehl & Yi Investment Advisors
Oregon
$264K +$260K +502 New
DDPIC
2990
Deroy & Devereaux Private Investment Counsel
Michigan
$264K -$12.4K -24 -5%
LWMNY
2991
Landmark Wealth Management (New York)
New York
$264K
TB
2992
Terril Brothers
Missouri
$264K +$259K +501 New
RDIA
2993
RE Dickinson Investment Advisors
Iowa
$263K
1W
2994
1776 Wealth
Georgia
$263K
LAM
2995
Lountzis Asset Management
Pennsylvania
$263K
MCI
2996
MRP Capital Investments
Georgia
$263K
MCP
2997
Militia Capital Partners
Nevada
$263K +$259K +500 New
DAM
2998
Doheny Asset Management
California
$263K
GC
2999
Gibson Capital
Pennsylvania
$263K +$2.07K +4 +0.8%
SWM
3000
Shakespeare Wealth Management
Wisconsin
$263K +$5.7K +11 +2%