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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
3201
Cladis Investment Advisory
Montana
$229K -$5.53K -10 -2%
NWM
3202
Nova Wealth Management
Florida
$229K -$57.5K -104 -20%
ORC
3203
O'Rourke & Company
Massachusetts
$228K +$3.87K +7 +2%
LSA
3204
Lansing Street Advisors
Pennsylvania
$228K +$225K +406 New
AWM
3205
Accredited Wealth Management
Kentucky
$228K -$1.11K -2 -0.5%
MA
3206
Maxele Advisors
Missouri
$228K – – –
EA
3207
Ellsworth Advisors
Ohio
$227K +$3.32K +6 +2%
LFS
3208
Lutz Financial Services
Nebraska
$227K +$3.87K +7 +2%
GRA
3209
Golden Road Advisors
Florida
$227K +$11.1K +20 +5%
AWP
3210
Avid Wealth Partners
Texas
$227K +$223K +404 New
CCG
3211
Coastwise Capital Group
California
$227K -$88.5K -160 -28%
T
3212
Tidemark
California
$227K +$114K +207 +106%
KL
3213
KWMG LLC
Kansas
$227K -$9.95K -18 -4%
EARNEST Partners
3214
EARNEST Partners
Georgia
$226K – – –
FPGK
3215
Financial Partners Group (Kansas)
Kansas
$226K +$553 +1 +0.2%
SFMG
3216
Sage Financial Management Group
Virginia
$226K – – –
WC
3217
Whitney & Co
New York
$226K – – –
NFG
3218
Nations Financial Group
Iowa
$225K -$1.45M -2,627 -87%
BWCS
3219
Beirne Wealth Consulting Services
Connecticut
$225K – – –
CWM
3220
Consultiva Wealth Management
Puerto Rico
$225K – – –
FWIA
3221
Fort Washington Investment Advisors
Ohio
$225K – – –
OW
3222
Olistico Wealth
Oklahoma
$225K – – –
TT
3223
TI-Trust
Illinois
$225K – – –
PH
3224
Pinnacle Holdings
Oklahoma
$225K +$221K +400 New
VC
3225
Vestor Capital
Illinois
$224K +$356K +643 +363%