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Name Holding Trade Value Shares
Change
Change in
Stake
T
2926
TRUADVICE
Florida
$274K +$41K +361 +16%
BRG
2927
Bay Rivers Group
Virginia
$273K – – –
PBC
2928
Pavion Blue Capital
California
$272K – – –
AWM
2929
Aprio Wealth Management
Georgia
$272K -$42.8K -377 -14%
WW
2930
Waterfront Wealth
Kansas
$272K -$6.81K -60 -2%
IP
2931
Isthmus Partners
Wisconsin
$271K +$2.27K +20 +0.9%
IAG
2932
Investment Advisory Group
Massachusetts
$269K – – –
TW
2933
Towerpoint Wealth
California
$269K +$7.04K +62 +3%
MCM
2934
Mattern Capital Management
Colorado
$268K -$1.82K -16 -0.7%
WAOI
2935
Wealth Advisors of Iowa
Iowa
$268K +$1.36K +12 +0.5%
ERWM
2936
Elk River Wealth Management
Colorado
$268K +$11.4K +100 +5%
TWM
2937
Triton Wealth Management
Arizona
$267K – – –
NECFA
2938
New England Capital Financial Advisors
Connecticut
$267K -$11.2K -99 -4%
BDFN
2939
Bond & Devick Financial Network
Minnesota
$266K -$1.14K -10 -0.4%
SFS
2940
Starfox Financial Services
Texas
$266K – – –
LC
2941
Landaas & Company
Wisconsin
$266K +$263K +2,313 New
CIP
2942
Capital Insight Partners
Arizona
$265K -$27.5K -242 -10%
PD
2943
Planning Directions
Pennsylvania
$265K +$18.2K +160 +7%
BHC
2944
Bowen Hanes & Co
Florida
$264K -$6.25K -55 -2%
WI
2945
Wedgewood Investors
Pennsylvania
$264K – – –
MCAI
2946
Members Capital Advisors Inc
Wisconsin
$263K – – –
LEFP
2947
Leading Edge Financial Planning
Tennessee
$263K +$28.5K +251 +12%
AWM
2948
Avaii Wealth Management
Wisconsin
$263K -$11.1K -98 -4%
CFG
2949
CKW Financial Group
Hawaii
$262K +$258K +2,271 New
DSN
2950
D. Scott Neal
Kentucky
$262K -$3.07K -27 -1%