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Name Holding Trade Value Shares
Change
Change in
Stake
ORC
3201
O'Rourke & Company
Massachusetts
$228K +$3.87K +7 +2%
LSA
3202
Lansing Street Advisors
Pennsylvania
$228K +$225K +406 New
AWM
3203
Accredited Wealth Management
Kentucky
$228K -$1.11K -2 -0.5%
MA
3204
Maxele Advisors
Missouri
$228K
EA
3205
Ellsworth Advisors
Ohio
$227K +$3.32K +6 +2%
LFS
3206
Lutz Financial Services
Nebraska
$227K +$3.87K +7 +2%
GRA
3207
Golden Road Advisors
Florida
$227K +$11.1K +20 +5%
AWP
3208
Avid Wealth Partners
Texas
$227K +$223K +404 New
CCG
3209
Coastwise Capital Group
California
$227K -$88.5K -160 -28%
T
3210
Tidemark
California
$227K +$114K +207 +106%
KL
3211
KWMG LLC
Kansas
$227K -$9.95K -18 -4%
EARNEST Partners
3212
EARNEST Partners
Georgia
$226K
FPGK
3213
Financial Partners Group (Kansas)
Kansas
$226K +$553 +1 +0.2%
SFMG
3214
Sage Financial Management Group
Virginia
$226K
WC
3215
Whitney & Co
New York
$226K
NFG
3216
Nations Financial Group
Iowa
$225K -$1.45M -2,627 -87%
BWCS
3217
Beirne Wealth Consulting Services
Connecticut
$225K
CWM
3218
Consultiva Wealth Management
Puerto Rico
$225K
FWIA
3219
Fort Washington Investment Advisors
Ohio
$225K
OW
3220
Olistico Wealth
Oklahoma
$225K
TT
3221
TI-Trust
Illinois
$225K
PH
3222
Pinnacle Holdings
Oklahoma
$225K +$221K +400 New
VC
3223
Vestor Capital
Illinois
$224K +$356K +643 +363%
SW
3224
Schulz Wealth
Texas
$224K +$1.66K +3 +0.8%
TWM
3225
Topsail Wealth Management
North Carolina
$223K -$57.5K -104 -21%