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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
2926
Arkfeld Wealth Strategies
Nebraska
$240K -$1.89K -23 -0.8%
TWM
2927
Tradition Wealth Management
Minnesota
$239K +$8.98K +109 +4%
AWM
2928
AllSquare Wealth Management
New York
$239K -$41.2K -500 -15%
GFWA
2929
Grey Fox Wealth Advisors
Delaware
$239K -$7.25K -88 -3%
BBW
2930
Blue Barn Wealth
Utah
$239K +$3.46K +42 +2%
EM
2931
ELCO Management
New York
$238K
VBCG
2932
Valley Brook Capital Group
Pennsylvania
$238K
WAM
2933
Walker Asset Management
Missouri
$238K -$6.09K -74 -3%
KFG
2934
Kelly Financial Group
Connecticut
$238K +$1.4K +17 +0.6%
GP
2935
Greenline Partners
New York
$237K -$71.5K -868 -24%
FA
2936
Fountainhead AM
New Jersey
$237K -$5.77K -70 -2%
TCM
2937
TD Capital Management
Tennessee
$237K +$1.15K +14 +0.5%
MCA
2938
Maryland Capital Advisors
Maryland
$237K
TWD
2939
True Wealth Design
Ohio
$236K +$159K +1,934 +219%
KWA
2940
Kellett Wealth Advisors
Ohio
$236K -$4.53K -55 -2%
ANB
2941
Amarillo National Bank
Texas
$236K -$8.24K -100 -3%
TM
2942
TigerOak Management
New Mexico
$236K -$11.4K -139 -5%
BWM
2943
Birchcreek Wealth Management
Ohio
$235K
FUBT
2944
First United Bank & Trust
Maryland
$235K -$4.2K -51 -2%
BSAM
2945
Blue Square Asset Management
New York
$234K
RS
2946
Rakuten Securities
Japan
$234K -$55.7K -676 -19%
HPM
2947
Hudson Portfolio Management
New York
$234K +$230K +2,791 New
HBT
2948
Hills Bank & Trust
Iowa
$234K
OPPS
2949
Obsidian Personal Planning Solutions
Maryland
$234K -$3.71K -45 -2%
CFP
2950
Curran Financial Partners
South Carolina
$233K -$4.53K -55 -2%