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Name Holding Trade Value Shares
Change
Change in
Stake
KNFPWM
3276
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$208K +$205K +370 New
PD
3277
Planning Directions
Pennsylvania
$208K +$553 +1 +0.3%
BW
3278
Balance Wealth
Ohio
$207K +$204K +369 New
WA
3279
WP Advisors
California
$207K +$204K +368 New
BCM
3280
Blume Capital Management
California
$207K +$1.66K +3 +0.8%
WWM
3281
Wiser Wealth Management
Georgia
$207K +$204K +368 New
NCM
3282
Novare Capital Management
North Carolina
$207K -$28.2K -51 -12%
MFA
3283
Millington Financial Advisors
Illinois
$206K +$203K +367 New
CG
3284
Clifford Group
Massachusetts
$206K +$203K +367 New
MA
3285
MKT Advisors
California
$206K +$202K +365 New
AFA
3286
American Financial Advisors
Georgia
$206K
PA
3287
Persium Advisors
Georgia
$206K +$202K +366 New
RTC
3288
Real Talk Capital
Tennessee
$205K +$202K +365 New
Vanguard Capital Wealth Advisors
3289
Vanguard Capital Wealth Advisors
Colorado
$205K +$202K +365 New
HNW
3290
High Note Wealth
Minnesota
$205K -$9.4K -17 -4%
OCM
3291
Orion Capital Management
California
$205K +$19.4K +35 +11%
LCM
3292
Landscape Capital Management
New Jersey
$205K -$2.2M -3,974 -92%
LFASL
3293
Lugano Financial Advisors SA (LFA)
Switzerland
$204K +$37.1K +67 +23%
BOSSRA
3294
B.O.S.S. Retirement Advisors
Utah
$204K +$201K +363 New
SF
3295
Slagle Financial
Illinois
$204K +$201K +363 New
LODC
3296
Lanham O'Dell & Company
West Virginia
$203K +$200K +362 New
LD
3297
Lipe & Dalton
New York
$203K
AC
3298
Asio Capital
Kentucky
$203K +$200K +361 New
HP
3299
Holistic Planning
Texas
$202K +$199K +359 New
SIA
3300
Schear Investment Advisers
Ohio
$201K -$13.8K -25 -7%