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Name Holding Trade Value Shares
Change
Change in
Stake
AG
3151
AmeriFlex Group
Nevada
$206K -$58K -188 -21%
SHFP
3152
Second Half Financial Partners
Florida
$206K +$8.32K +27 +4%
HW
3153
HORAN Wealth
Ohio
$206K +$217K +704 New
SIM
3154
Studio Investment Management
Illinois
$205K
RSWA
3155
Robinson Smith Wealth Advisors
Maine
$205K +$308 +1 +0.1%
CF
3156
Clarity Financial
Texas
$205K +$5.55K +18 +3%
KFA
3157
Krane Funds Advisors
New York
$205K +$216K +702 New
MWM
3158
Manske Wealth Management
Texas
$205K +$17.6K +57 +9%
FFG
3159
Fortress Financial Group
Minnesota
$205K +$1.23K +4 +0.6%
WIM
3160
Waverton Investment Management
United Kingdom
$205K
FC
3161
Financial Council
Maryland
$205K
AIM
3162
Access Investment Management
Georgia
$205K +$216K +700 New
CB
3163
Chris Bulman
California
$204K +$12.6K +41 +6%
SLWA
3164
San Luis Wealth Advisors
California
$204K +$308 +1 +0.1%
AC
3165
ASB Consultores
Florida
$204K +$14.8K +48 +7%
WMN
3166
Wealth Management Nebraska
Nebraska
$204K
MFC
3167
Morris Financial Concepts
South Carolina
$203K -$910K -2,953 -81%
MWM
3168
Mascoma Wealth Management
New Hampshire
$203K
PFM
3169
Patton Fund Management
Texas
$203K +$214K +695 New
FF
3170
Fortitude Financial
Washington
$203K +$126K +408 New
PCM
3171
Prelude Capital Management
New York
$202K -$86K -279 -29%
NAMM
3172
NorthStar Asset Management (Massachusetts)
Massachusetts
$202K -$617 -2 -0.3%
YCG
3173
Yeomans Consulting Group
Georgia
$202K -$6.17K -20 -3%
SGC
3174
Slocum, Gordon & Co
Rhode Island
$201K
GWA
3175
Gibson Wealth Advisors
Texas
$201K