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Name Holding Trade Value Shares
Change
Change in
Stake
WCP
3026
Wealthcare Capital Partners
Pennsylvania
$291K -$35.8K -68 -10%
SFG
3027
SageGuard Financial Group
Tennessee
$290K -$63.2K -120 -17%
PWM
3028
Parkway Wealth Management
Texas
$290K +$39.5K +75 +15%
CFM
3029
Cornerstone Financial Management
Massachusetts
$290K +$7.37K +14 +2%
EMAM
3030
Encompass More Asset Management
California
$290K +$527 +1 +0.2%
OA
3031
Operose Advisors
Wisconsin
$288K +$50.6K +96 +20%
SFS
3032
Sharp Financial Services
Pennsylvania
$288K +$303K +576 New
GWM
3033
Greenline Wealth Management
Florida
$288K +$20.5K +39 +7%
FA
3034
Fedenia Advisers
Wisconsin
$287K -$130K -246 -30%
BAM
3035
Burkett Asset Management
$287K +$81.6K +155 +37%
JF
3036
JMN Financial
Ohio
$287K -$238K -451 -44%
GRWP
3037
Green Ridge Wealth Planning
New Jersey
$287K -$5.27K -10 -2%
RRWA
3038
Rainey & Randall Wealth Advisors
Florida
$287K – – –
WA
3039
Waystone Advisors
Washington
$286K -$24.2K -46 -7%
CIAM
3040
Caitong International Asset Management
Hong Kong
$286K +$302K +573 New
TPF
3041
Tribridge Partners Financial
Maryland
$286K +$11.1K +21 +4%
APWA
3042
Atlas Private Wealth Advisors
New Jersey
$285K – – –
RWFS
3043
Rayburn West Financial Services
Tennessee
$284K +$1.58K +3 +0.5%
AIM
3044
Axiom Investment Management
New York
$284K +$299K +568 New
HCWM
3045
Hidden Cove Wealth Management
Washington
$283K -$7.9K -15 -3%
ACM
3046
Absolute Capital Management
Pennsylvania
$283K +$19K +36 +7%
MWP
3047
Meriwether Wealth & Planning
Louisiana
$283K -$44.2K -84 -13%
B
3048
Barings
North Carolina
$283K +$4.74K +9 +2%
MGI
3049
Miller Global Investments
Texas
$282K -$9.48K -18 -3%
CB
3050
Centennial Bank
Arkansas
$282K – – –