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Name Holding Trade Value Shares
Change
Change in
Stake
WAOI
3751
Wealth Advisors of Iowa
Iowa
$551K +$30.5K +52 +6%
SFG
3752
Seamount Financial Group
Colorado
$551K +$261K +444 +89%
MWM
3753
Mattern Wealth Management
Kansas
$551K
T2I
3754
Turim 21 Investimentos
Brazil
$551K +$469K +799 New
HWMG
3755
Hurlow Wealth Management Group
Indiana
$550K -$133K -226 -19%
FBFS
3756
First Business Financial Services
Wisconsin
$549K
CBTWT
3757
Community Bank & Trust (Waco, Texas)
Texas
$549K
FA
3758
Financial Avengers
California
$549K -$47K -80 -8%
CPC
3759
CFC Planning Company
Indiana
$549K +$550K +937 New
PWMA
3760
Pension & Wealth Management Advisors
Massachusetts
$548K +$107K +182 +24%
DI
3761
DAGCO Inc
Ohio
$547K +$180K +306 +49%
WF
3762
WoodTrust Financial
Wisconsin
$547K +$13.5K +23 +3%
CFP
3763
Curran Financial Partners
South Carolina
$546K +$32.3K +55 +6%
MMHP
3764
Murphy Middleton Hinkle & Parker
Georgia
$546K
PRI
3765
Prepared Retirement Institute
Pennsylvania
$546K +$12.3K +21 +2%
NRW
3766
Nova R Wealth
Kansas
$546K -$7.63K -13 -1%
CFA
3767
CWS Financial Advisors
Michigan
$545K
LAS
3768
LWM Advisory Services
Florida
$544K +$28.2K +48 +5%
CAG
3769
Centerpoint Advisory Group
Kansas
$543K +$545K +928 New
BDL
3770
Banque de Luxembourg
Luxembourg
$543K +$542K +924 New
KTC
3771
Kentucky Trust Company
Kentucky
$542K +$544K +926 New
BCG
3772
Bravias Capital Group
New Jersey
$542K +$462K +787 New
GB
3773
Goepper Burkhardt
South Carolina
$542K
STAS
3774
Strong Tower Advisory Services
Minnesota
$541K +$9.39K +16 +2%
LFG
3775
Lockerman Financial Group
California
$538K +$67.5K +115 +14%