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Name Holding Trade Value Shares
Change
Change in
Stake
WMN
3126
Wealth Management Nebraska
Nebraska
$218K +$209K +698 New
BDPWM
3127
Barnes Dennig Private Wealth Management
Ohio
$218K +$209K +698 New
SLWA
3128
San Luis Wealth Advisors
California
$218K -$109K -363 -34%
FFG
3129
Fortress Financial Group
Minnesota
$218K +$1.5K +5 +0.7%
NL
3130
NWAM LLC
Washington
$217K -$1.34M -4,491 -87%
HCPC
3131
Hamilton Capital Partners (Canada)
$217K +$208K +696 New
BDF
3132
Black Diamond Financial
Maryland
$217K +$208K +696 New
MC
3133
Mirabaud & Cie
Switzerland
$217K -$2.32M -7,761 -92%
NAMM
3134
NorthStar Asset Management (Massachusetts)
Massachusetts
$217K -$31.1K -104 -13%
MWM
3135
Mascoma Wealth Management
New Hampshire
$217K
SPFA
3136
Summit Place Financial Advisors
New Jersey
$217K
SGC
3137
Slocum, Gordon & Co
Rhode Island
$215K
GWA
3138
Gibson Wealth Advisors
Texas
$215K +$205K +687 New
PWA
3139
PCG Wealth Advisors
Kansas
$214K -$4.19K -14 -2%
CF
3140
Clarity Financial
Texas
$214K -$10.8K -36 -5%
BOSSRA
3141
B.O.S.S. Retirement Advisors
Utah
$213K +$204K +683 New
TWPM
3142
Total Wealth Planning & Management
Florida
$213K +$204K +683 New
FAC
3143
Financial Advisory Corporation
Michigan
$213K +$204K +682 New
SHFP
3144
Second Half Financial Partners
Florida
$211K +$202K +677 New
CIG
3145
Cascade Investment Group
Colorado
$211K +$202K +676 New
JF
3146
JSF Financial
California
$210K +$201K +672 New
RWM
3147
Rialto Wealth Management
New York
$210K -$147K -492 -42%
LP
3148
LMR Partners
United Kingdom
$209K +$200K +670 New
PAM
3149
Pacific Asset Management
Washington
$209K +$200K +670 New
FA
3150
FSA Advisors
Michigan
$209K -$8.97K -30 -4%