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Name Holding Trade Value Shares
Change 		Change in
Stake
CFWMA
4751
Center for Wealth Management Advisory
Ohio
$258K +$288K +450 New
MW
4752
Merited Wealth
Florida
$257K +$50.6K +79 +21%
RWM
4753
RMG Wealth Management
Wisconsin
$256K +$16.7K +26 +6%
PWM
4754
PTM Wealth Management
United States
$255K +$32K +50 +13%
SHFP
4755
Second Half Financial Partners
Florida
$255K +$1.92K +3 +0.7%
GCM
4756
Greenland Capital Management
New York
$255K -$2.09M -3,265 -88%
SFS
4757
Sunrise Financial Services
Washington
$255K -$12.2K -19 -4%
HI
4758
Human Investing
Oregon
$254K +$67.3K +105 +31%
FCU
4759
Financial Concepts Unlimited
Maine
$254K +$285K +444 New
NWMP
4760
Noble Wealth Management PBC
Colorado
$254K +$1.92K +3 +0.7%
AWA
4761
American Wealth Advisors
Georgia
$253K +$79.5K +124 +39%
LSL
4762
Legacy Solutions LLC
Pennsylvania
$253K -$55.1K -86 -16%
KA
4763
Kure Advisory
Minnesota
$253K -$2.56K -4 -0.9%
MFT
4764
Moisand Fitzgerald Tamayo
Florida
$253K +$6.41K +10 +2%
AFG
4765
Altiora Financial Group
Ohio
$252K – – –
BP
4766
BWM Planning
Texas
$252K -$28.8K -45 -9%
CWM
4767
Consultiva Wealth Management
Puerto Rico
$252K – – –
BBWP
4768
Beacon Bridge Wealth Partners
Pennsylvania
$251K -$11.5K -18 -4%
ANB
4769
Amarillo National Bank
Texas
$251K +$281K +439 New
HCM
4770
Hutchinson Capital Management
California
$251K -$5.77K -9 -2%
FCIM
4771
Fairview Capital Investment Management
California
$250K -$38.5K -60 -12%
PAWC
4772
P.A.W. Capital
Connecticut
$249K +$279K +436 New
PH
4773
Pinnacle Holdings
Oklahoma
$249K -$26.3K -41 -9%
MWA
4774
Madson Wealth Advisors
California
$248K +$278K +434 New
VFIC
4775
Valley Forge Investment Consultants
Pennsylvania
$248K -$71.8K -112 -21%
189 190
191
192 193