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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
4826
MOKAN Wealth Management
Kansas
$260K -$668 -1 -0.3%
WCM
4827
Wealthcare Capital Management
Virginia
$259K
KFSN
4828
Keystone Financial Services (Nebraska)
Nebraska
$259K +$20.7K +31 +9%
UFPG
4829
United Financial Planning Group
New York
$258K +$90.8K +136 +53%
MIM
4830
Meridiem Investment Management
United Kingdom
$256K
HIW
4831
Holos Integrated Wealth
Pennsylvania
$255K
MSA
4832
McAlister Sweet & Associates
Texas
$254K +$18K +27 +8%
DWM
4833
DeLarme Wealth Management
California
$254K +$257K +385 New
RWM
4834
RMG Wealth Management
Wisconsin
$254K +$24.7K +37 +10%
VBFP
4835
Valtinson Bruner Financial Planning
Minnesota
$254K -$6.68K -10 -3%
GT
4836
GreatBanc Trust
Illinois
$253K -$3.34K -5 -1%
PF
4837
Penney Financial
Texas
$253K
CMTU
4838
Capital Markets Trading (UK)
United Kingdom
$253K -$3.39M -5,082 -93%
TWD
4839
True Wealth Design
Ohio
$253K +$70.1K +105 +38%
MLA
4840
MB, Levis & Associates
Pennsylvania
$253K
NJBEST
4841
New Jersey Better Educational Savings Trust
New Jersey
$253K
CWAF
4842
Core Wealth Advisors (Florida)
Florida
$252K +$50.8K +76 +25%
CWM
4843
Copia Wealth Management
Oregon
$251K +$6.68K +10 +3%
WAN
4844
Wealth Advisors Northwest
Oregon
$251K +$18K +27 +8%
XFP
4845
Xena Financial Planning
Oregon
$251K +$254K +381 New
HDIM
4846
Hanson & Doremus Investment Management
Vermont
$251K -$19.4K -29 -7%
KFS
4847
Kelly Financial Services
Massachusetts
$251K -$3.34K -5 -1%
MSWM
4848
Mowery & Schoenfeld Wealth Management
Illinois
$251K +$48.7K +73 +24%
CF
4849
Carlson Financial
Oregon
$251K +$254K +380 New
TFG
4850
Tilson Financial Group
New Jersey
$251K -$30.7K -46 -11%