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Name Holding Trade Value Shares
Change
Change in
Stake
TA
3126
TrueWealth Advisors
Alabama
$218K +$214K +414 New
PS
3127
Planned Solutions
California
$218K – – –
OLA
3128
Oliver Luxxe Assets
New Jersey
$218K – – –
SSC
3129
Syverson Strege & Co
Iowa
$217K +$213K +412 New
MCP
3130
Mirador Capital Partners
California
$217K +$213K +412 New
AWM
3131
Accredited Wealth Management
Kentucky
$217K +$213K +412 New
AIMA
3132
Ables Iannone Moore & Associates
Georgia
$217K – – –
EMC
3133
Everest Management Corp
California
$216K +$213K +411 New
FI
3134
Finivi Inc
Massachusetts
$216K -$14K -27 -6%
SLT
3135
St Louis Trust
Missouri
$216K – – –
CFO
3136
Custos Family Office
Texas
$216K +$212K +410 New
ICM
3137
Intrepid Capital Management
Florida
$215K – – –
WC
3138
Whitney & Co
New York
$215K – – –
SA
3139
Skyline Advisors
Washington
$215K -$2.07K -4 -1%
NFG
3140
Nations Financial Group
Iowa
$215K -$2.7M -5,208 -93%
KCP
3141
Kera Capital Partners
California
$215K +$211K +408 New
MG
3142
Marex Group
$215K -$29.9M -57,771 -99%
FWM
3143
Foguth Wealth Management
Michigan
$215K -$5.7K -11 -3%
IW
3144
Instrumental Wealth
Florida
$215K +$199K +385 New
SWM
3145
SilverOak Wealth Management
Minnesota
$214K +$211K +407 New
MCIA
3146
Mountain Capital Investment Advisors
Colorado
$214K -$2.59K -5 -1%
MA
3147
Maxele Advisors
Missouri
$213K +$210K +405 New
KWA
3148
Kondo Wealth Advisors
California
$213K +$210K +405 New
LFS
3149
Lutz Financial Services
Nebraska
$213K +$209K +404 New
IHWM
3150
Iron Horse Wealth Management
Iowa
$213K +$518 +1 +0.2%