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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
3251
Proathlete Wealth Management
Florida
$134K – – –
1L
3252
10Elms LLP
Oklahoma
$134K +$9.46K +33 +7%
MLA
3253
MB, Levis & Associates
Pennsylvania
$134K +$287 +1 +0.2%
BIM
3254
Bullseye Investment Management
Ohio
$133K – – –
AT
3255
Avalon Trust
New Mexico
$132K -$196K -684 -58%
MCA
3256
Maryland Capital Advisors
Maryland
$130K +$138K +480 New
CPG
3257
Cornerstone Planning Group
New Jersey
$128K -$18.4K -64 -12%
TCA
3258
Trifecta Capital Advisors
Illinois
$128K +$860 +3 +0.6%
PS
3259
Planning Strategies
Pennsylvania
$127K +$135K +470 New
ETS
3260
ESL Trust Services
New York
$127K -$2.87K -10 -2%
GFA
3261
Godfrey Financial Associates
New York
$126K +$2.87K +10 +2%
VL
3262
Vima LLC
Michigan
$126K +$133K +465 New
FMP
3263
Financial Management Professionals
Texas
$125K +$1.72K +6 +1%
AEPWM
3264
Atlantic Edge Private Wealth Management
Florida
$125K +$1.43K +5 +1%
AWM
3265
Abound Wealth Management
Tennessee
$124K -$35K -122 -21%
FMTCOCP
3266
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$124K – – –
AW
3267
Ankerstar Wealth
Texas
$123K +$6.88K +24 +6%
PWA
3268
Provenance Wealth Advisors
Florida
$123K +$94.9K +331 +265%
OAJ
3269
Ogorek Anthony Joseph
New York
$123K -$6.31K -22 -5%
APFP
3270
Action Point Financial Planning
Michigan
$122K +$132K +460 New
CFS
3271
CGC Financial Services
Oregon
$122K – – –
W
3272
WealthCollab
Washington
$122K – – –
GJIA
3273
Glass Jacobson Investment Advisors
Maryland
$121K – – –
HB
3274
Horizon Bancorp
Indiana
$118K -$3.44K -12 -3%
CFM
3275
Compass Financial Management
Florida
$117K +$124K +434 New