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Name Holding Trade Value Shares
Change
Change in
Stake
MWC
3151
MBM Wealth Consultants
Missouri
$159K -$3.6K -10 -2%
JWM
3152
Jackson Wealth Management
Florida
$158K -$3.53M -9,802 -20%
KFS
3153
Kelly Financial Services
Massachusetts
$154K -$3.6K -10 -2%
CFFP
3154
Center for Financial Planning
Michigan
$150K -$13.3K -37 -8%
HWM
3155
HighMark Wealth Management
Minnesota
$146K -$1.44K -4 -0.9%
BMD
3156
Better Money Decisions
New Mexico
$145K – – –
TC
3157
Trust Company
Kansas
$144K – – –
LJHT
3158
Laurie J. Hall Trustee
$143K – – –
PWA
3159
Phoenix Wealth Advisors
North Carolina
$141K – – –
COCM
3160
Charter Oak Capital Management
New Hampshire
$139K – – –
CWA
3161
Clearview Wealth Advisors
Oregon
$138K – – –
BA
3162
Bellwether Advisors
Nebraska
$138K +$107K +297 +270%
IPW
3163
IronBridge Private Wealth
Texas
$136K – – –
BAM
3164
Bellevue Asset Management
Washington
$134K – – –
CFA
3165
Cahill Financial Advisors
Minnesota
$134K +$142K +394 New
WR
3166
WD Rutherford
Oregon
$132K – – –
MFT
3167
Moisand Fitzgerald Tamayo
Florida
$126K – – –
GLLW
3168
Graves Light Lenhart Wealth
Virginia
$125K +$10.8K +30 +9%
CBT
3169
CoreFirst Bank & Trust
Kansas
$120K – – –
CMA
3170
Cedar Mountain Advisors
Oregon
$119K +$15.5K +43 +14%
SC
3171
Saban Cheryl
$117K – – –
ECM
3172
Estabrook Capital Management
New York
$115K +$36K +100 +42%
DWA
3173
Delos Wealth Advisors
Texas
$111K -$63K -175 -35%
SA
3174
SRH Advisors
Kansas
$107K – – –
LWA
3175
Lowe Wealth Advisors
Maryland
$106K – – –