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Name Holding Trade Value Shares
Change
Change in
Stake
WMN
3951
Wealth Management Nebraska
Nebraska
$644K -$4.47K -6 -0.7%
MWM
3952
Mascoma Wealth Management
New Hampshire
$644K +$1.49K +2 +0.2%
BAG
3953
Bridgewealth Advisory Group
California
$643K +$55.8K +75 +9%
E3F
3954
Eight 31 Financial
Texas
$643K +$651K +875 New
PBC
3955
Pavion Blue Capital
California
$641K
SWM
3956
SFG Wealth Management
Maryland
$641K +$8.19K +11 +1%
AGA
3957
Arkos Global Advisors
Texas
$640K +$223K +300 +53%
EWA
3958
Emergent Wealth Advisors
New York
$640K +$31.3K +42 +5%
LJHT
3959
Laurie J. Hall Trustee
$639K
AM
3960
Atwater Malick
Pennsylvania
$639K +$384K +516 +146%
SWP
3961
Summit Wealth Partners
Florida
$638K -$10.4K -14 -2%
DRP
3962
Decker Retirement Planning
Utah
$634K +$522K +702 +436%
CFG
3963
Copley Financial Group
California
$633K -$22.3K -30 -3%
CG
3964
Curat Global
New Hampshire
$632K
BPC
3965
Bryce Point Capital
New York
$631K +$34.2K +46 +6%
RMAM
3966
Raab & Moskowitz Asset Management
New Jersey
$628K +$17.9K +24 +3%
LIA
3967
LifePlan Investment Advisors
North Carolina
$628K +$39.4K +53 +7%
BWM
3968
BCS Wealth Management
Tennessee
$628K -$496K -667 -44%
VR
3969
Valued Retirements
Texas
$627K
DFA
3970
DHJJ Financial Advisors
Illinois
$626K -$744 -1 -0.1%
CWM
3971
C2C Wealth Management
Arizona
$623K
FC
3972
Financial Consulate
Maryland
$622K +$630K +847 New
SWM
3973
Sagace Wealth Management
Florida
$622K -$37.2K -50 -6%
WH
3974
Wallace Hart
Kentucky
$621K +$630K +846 New
IAG
3975
Investmark Advisory Group
Connecticut
$620K