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Name Holding Trade Value Shares
Change
Change in
Stake
CAAM
4776
Cornerstone Advisors Asset Management
Pennsylvania
$281K +$284K +426 New
PWM
4777
Penobscot Wealth Management
Maine
$281K
SMCM
4778
Sky-Mountain Capital Management
Idaho
$280K +$64.1K +96 +30%
LHWM
4779
Lake Hills Wealth Management
Texas
$279K -$563K -843 -67%
BWA
4780
Boulder Wealth Advisors
Colorado
$279K +$282K +423 New
DSA
4781
Droms Strauss Advisors
Missouri
$279K +$48.7K +73 +21%
NBWM
4782
North Berkeley Wealth Management
California
$279K +$10K +15 +4%
LRWA
4783
Long Run Wealth Advisors
New York
$278K -$7.34K -11 -3%
PAM
4784
Palisade Asset Management
Minnesota
$278K +$43.4K +65 +18%
OL
4785
Owen LaRue
Kentucky
$277K +$3.34K +5 +1%
GSF
4786
Grove Street Fiduciary
New Hampshire
$277K
EP
4787
Essential Planning
New Hampshire
$276K
SSW
4788
Stone Summit Wealth
Florida
$276K +$279K +418 New
NA
4789
Note Advisors
New York
$276K -$18K -27 -6%
HWA
4790
Heritage Wealth Architects
Minnesota
$275K +$278K +417 New
KC
4791
Kinloch Capital
Virginia
$275K +$36.7K +55 +15%
UCI
4792
Uncommon Cents Investing
Wisconsin
$274K +$6.68K +10 +2%
THL
4793
Tillman Hartley LLC
Colorado
$274K +$277K +415 New
RBWA
4794
RFG - Bristol Wealth Advisors
Massachusetts
$274K -$1.34K -2 -0.5%
MLRA
4795
Main Line Retirement Advisors
Montana
$273K -$3.34K -5 -1%
Legacy Financial Group (Iowa)
4796
Legacy Financial Group (Iowa)
Iowa
$273K +$10K +15 +4%
IFPG
4797
Intrepid Financial Planning Group
Indiana
$272K +$8.01K +12 +3%
SWK
4798
Stephen W. Kidder
$271K +$274K +411 New
TCFP
4799
Treasure Coast Financial Planning
Florida
$271K
FCM
4800
Fogel Capital Management
Florida
$271K +$23.4K +35 +9%