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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
3076
Tanager Wealth Management
United Kingdom
$324K +$7.27K +13 +2%
NFG
3077
Nations Financial Group
Iowa
$323K +$62.1K +111 +24%
CFM
3078
Cornerstone Financial Management
Massachusetts
$323K +$316K +566 New
RWFS
3079
Rayburn West Financial Services
Tennessee
$323K +$316K +566 New
MIM
3080
Marco Investment Management
Georgia
$323K -$5.59K -10 -2%
CB
3081
Centennial Bank
Arkansas
$323K – – –
AFS
3082
Anderson Financial Strategies
Ohio
$322K +$5.03K +9 +2%
HFP
3083
Holistic Financial Partners
Indiana
$322K -$11.2K -20 -3%
OCG
3084
Opus Capital Group
Ohio
$321K +$67.1K +120 +27%
TWML
3085
Todd Wealth Management, LLC
Florida
$320K +$314K +561 New
DWM
3086
Denver Wealth Management
Colorado
$320K -$1.68K -3 -0.5%
PR
3087
Payden & Rygel
California
$320K – – –
NWWA
3088
New Wave Wealth Advisors
Arkansas
$319K -$195K -348 -38%
TPF
3089
Tribridge Partners Financial
Maryland
$319K – – –
B
3090
Barings
North Carolina
$318K +$7.83K +14 +3%
EFL
3091
ERn Financial LLC
Wisconsin
$318K -$16.2K -29 -5%
IWP
3092
Innova Wealth Partners
Pennsylvania
$316K +$26.8K +48 +9%
CWM
3093
Cahaba Wealth Management
Georgia
$316K -$3.91K -7 -1%
WF
3094
Wayfinding Financial
Washington
$314K +$6.71K +12 +2%
AA
3095
Addison Advisors
Vermont
$314K +$7.83K +14 +3%
FAP
3096
Financial Advisory Partners
Florida
$314K – – –
KPPF
3097
Klein Pavlis & Peasley Financial
California
$313K -$2.24K -4 -0.7%
MW
3098
Members Wealth
Pennsylvania
$313K -$24K -43 -7%
ACM
3099
Andina Capital Management
Utah
$313K -$14.5K -26 -5%
NWAG
3100
Net Worth Advisory Group
Utah
$312K -$743K -1,329 -71%