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Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
2976
Hill Investment Group Partners
Missouri
$270K +$265K +512 New
FMP
2977
Financial Management Professionals
Texas
$269K +$3.62K +7 +1%
OPPS
2978
Obsidian Personal Planning Solutions
Maryland
$269K +$28K +54 +13%
PWM
2979
Partners Wealth Management
California
$269K +$264K +510 New
PWM
2980
Provident Wealth Management
Tennessee
$268K – – –
HAIM
2981
Hunter Associates Investment Management
Pennsylvania
$268K +$262K +507 New
CNTOF
2982
Canandaigua National Trust of Florida
New York
$267K – – –
PS
2983
Portfolio Strategies
New York
$267K – – –
BZWA
2984
Blue Zone Wealth Advisors
California
$267K – – –
GWMIA
2985
Global Wealth Management Investment Advisory
Florida
$267K +$20.7K +40 +9%
LI
2986
LifeWealth Investments
Florida
$266K +$262K +506 New
WCG
2987
Weaver Consulting Group
California
$266K – – –
TL
2988
Tradewinds LLC
North Carolina
$265K +$244K +471 New
4WM
2989
49 Wealth Management
Texas
$265K +$18.6K +36 +8%
NCM
2990
Northside Capital Management
Oregon
$265K – – –
RYIA
2991
Roehl & Yi Investment Advisors
Oregon
$264K +$260K +502 New
DDPIC
2992
Deroy & Devereaux Private Investment Counsel
Michigan
$264K -$12.4K -24 -5%
LWMNY
2993
Landmark Wealth Management (New York)
New York
$264K – – –
TB
2994
Terril Brothers
Missouri
$264K +$259K +501 New
RDIA
2995
RE Dickinson Investment Advisors
Iowa
$263K – – –
1W
2996
1776 Wealth
Georgia
$263K – – –
LAM
2997
Lountzis Asset Management
Pennsylvania
$263K – – –
MCI
2998
MRP Capital Investments
Georgia
$263K – – –
MCP
2999
Militia Capital Partners
Nevada
$263K +$259K +500 New
DAM
3000
Doheny Asset Management
California
$263K – – –