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Name Holding Trade Value Shares
Change
Change in
Stake
GRWP
3001
Green Ridge Wealth Planning
New Jersey
$294K -$499 -1 -0.2%
SA
3002
Sonoma Allocations
California
$294K -$99.2K -199 -26%
FA
3003
Fedenia Advisers
Wisconsin
$293K -$2.49K -5 -0.9%
FFS
3004
Flavin Financial Services
Florida
$292K +$284K +569 New
RWFS
3005
Rayburn West Financial Services
Tennessee
$292K – – –
AIM
3006
Axiom Investment Management
New York
$291K -$499 -1 -0.2%
AW
3007
Alchemi Wealth
Connecticut
$291K +$2.99K +6 +1%
PWM
3008
Parkway Wealth Management
Texas
$291K -$4.99K -10 -2%
LB
3009
Legacy Bridge
Iowa
$290K -$12.5K -25 -4%
BAM
3010
Burkett Asset Management
$290K -$4.99K -10 -2%
CB
3011
Centennial Bank
Arkansas
$290K – – –
MGI
3012
Miller Global Investments
Texas
$290K – – –
NEWAS
3013
N.E.W. Advisory Services
Wisconsin
$290K +$16K +32 +6%
EMAM
3014
Encompass More Asset Management
California
$289K -$8.97K -18 -3%
TWA
3015
Tulsa Wealth Advisors
Oklahoma
$288K -$22.4K -45 -7%
AFG
3016
ABLE Financial Group
Arizona
$288K -$499 -1 -0.2%
PR
3017
Payden & Rygel
California
$288K – – –
DWM
3018
Daner Wealth Management
Georgia
$288K +$1.99K +4 +0.8%
YP
3019
YANKCOM Partnership
South Dakota
$287K -$16.5K -33 -6%
APWA
3020
Atlas Private Wealth Advisors
New Jersey
$286K -$6.98K -14 -2%
MIM
3021
Marco Investment Management
Georgia
$286K +$4.99K +10 +2%
OWG
3022
Oxford Wealth Group
Florida
$286K -$13K -26 -4%
DA
3023
Drake & Associates
Wisconsin
$285K -$57.3K -115 -17%
IVP
3024
Intrinsic Value Partners
Arizona
$285K – – –
LWM
3025
LJI Wealth Management
Indiana
$285K +$42.9K +86 +18%