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Name Holding Trade Value Shares
Change
Change in
Stake
CPC
3001
Congress Park Capital
New York
$289K +$319 +1 +0.1%
VEM
3002
Vann Equity Management
Texas
$289K +$296K +930 New
PWM
3003
Purus Wealth Management
California
$289K -$637 -2 -0.2%
EW
3004
Expressive Wealth
Illinois
$287K -$101K -316 -24%
GGI
3005
Godsey & Gibb Inc
Virginia
$286K -$7.96K -25 -3%
UWP
3006
Uniting Wealth Partners
Kansas
$286K +$637 +2 +0.2%
OM
3007
OV Management
Minnesota
$285K -$802K -2,518 -73%
BW
3008
BXM Wealth
Colorado
$285K -$6.79M -21,298 -96%
MSS
3009
Mitchell Sinkler & Starr
Pennsylvania
$284K – – –
SCM
3010
Sage Capital Management
New Jersey
$284K +$637 +2 +0.2%
SRC
3011
Sage Rhino Capital
California
$284K -$32.5K -102 -10%
CWA
3012
Continuum Wealth Advisors
New York
$284K – – –
FS
3013
Financial Symmetry
North Carolina
$283K -$19.4K -61 -6%
CWMGO
3014
Capstone Wealth Management Group (Oregon)
Oregon
$283K +$2.87K +9 +1%
MGWM
3015
Marks Group Wealth Management
Minnesota
$282K -$95.6K -300 -25%
DWA
3016
Delos Wealth Advisors
Texas
$282K -$22.6K -71 -7%
SC
3017
Sykon Capital
New York
$282K -$9.24K -29 -3%
AMG
3018
Advisors Management Group
Wisconsin
$282K +$26.8K +84 +10%
APM
3019
a16z Perennial Management
California
$281K – – –
GWAM
3020
Guardian Wealth Advisors (Minnesota)
Minnesota
$281K -$14.3K -45 -5%
ACC
3021
Acorn Creek Capital
Colorado
$279K +$4.14K +13 +1%
RA
3022
Range Advisory
Virginia
$279K -$11.5K -36 -4%
BF
3023
Brucke Financial
Indiana
$279K -$77.4K -243 -21%
WAS
3024
Wealth Advisory Solutions
Indiana
$279K -$23.6K -74 -8%
HFS
3025
Howard Financial Services
Texas
$279K +$44.6K +140 +18%