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Name Holding Trade Value Shares
Change
Change in
Stake
BW
2676
BXM Wealth
Colorado
$352K +$362K +1,214 New
NECFA
2677
New England Capital Financial Advisors
Connecticut
$352K +$895 +3 +0.2%
PCS
2678
Private Client Services
Kentucky
$351K -$3.88K -13 -1%
EFA
2679
Edge Financial Advisors
Illinois
$351K -$9.84K -33 -3%
I2I
2680
Insight 2811 Inc
Illinois
$350K +$1.49K +5 +0.4%
HWM
2681
Howard Wealth Management
Connecticut
$350K +$1.19K +4 +0.3%
EGA
2682
E&G Advisors
Texas
$350K -$29.8K -100 -8%
CWA
2683
CJM Wealth Advisers
Virginia
$350K +$2.09K +7 +0.6%
JWM
2684
Jessup Wealth Management
Ohio
$350K +$596 +2 +0.2%
HCM
2685
Highview Capital Management
Illinois
$349K
AW
2686
Atlas Wealth
Ohio
$348K +$14.9K +50 +4%
BWP
2687
Baldwin Wealth Partners
Massachusetts
$348K -$5.07K -17 -1%
QPW
2688
Quantum Private Wealth
Florida
$348K +$358K +1,200 New
MGWM
2689
Marks Group Wealth Management
Minnesota
$348K
VWA
2690
VSM Wealth Advisory
Maryland
$348K +$358K +1,199 New
GSAM
2691
Grant Street Asset Management
Pennsylvania
$347K
TA
2692
TPG Advisors
Illinois
$347K
BWM
2693
Birchcreek Wealth Management
Ohio
$347K +$55.5K +186 +18%
MWP
2694
Meredith Wealth Planning
Illinois
$347K +$13.4K +45 +4%
CWM
2695
Cranbrook Wealth Management
Michigan
$346K -$65.9K -221 -16%
EFP
2696
Elser Financial Planning
Indiana
$346K +$298 +1 +0.1%
NCM
2697
Northside Capital Management
Oregon
$345K
RFA
2698
Reyes Financial Architecture
California
$345K +$355K +1,191 New
SAM
2699
Satovsky Asset Management
New York
$344K -$2.68K -9 -0.8%
GB
2700
Goepper Burkhardt
South Carolina
$343K