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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
2976
Brass Tax Wealth Management
Ohio
$261K +$3.55K +38 +1%
TWM
2977
TriaGen Wealth Management
California
$261K
KWM
2978
Kaydan Wealth Management
Michigan
$261K
PAG
2979
Powers Advisory Group
Illinois
$261K +$23.8K +255 +10%
GPWM
2980
Grant Private Wealth Management
California
$260K -$70.1K -751 -21%
TW
2981
Traveka Wealth
California
$260K -$32K -343 -11%
BBA
2982
Braun-Bostich & Associates
Pennsylvania
$259K +$560 +6 +0.2%
CA
2983
Claris Advisors
Missouri
$259K +$17.5K +187 +7%
YWS
2984
Yarger Wealth Strategies
Ohio
$259K +$32.3K +346 +14%
SNBOSCI
2985
Security National Bank of Sioux City Iowa
Iowa
$259K -$8.03K -86 -3%
MPW
2986
Magnolia Private Wealth
Pennsylvania
$259K +$27.8K +298 +12%
ACC
2987
Acorn Creek Capital
Colorado
$258K -$123K -1,314 -31%
GAM
2988
Grandview Asset Management
Pennsylvania
$257K +$187 +2 +0.1%
OPCM
2989
Osborne Partners Capital Management
California
$257K +$560 +6 +0.2%
PIA
2990
Panoramic Investment Advisors
Colorado
$256K
FWA
2991
Flagship Wealth Advisors
Massachusetts
$256K
CCAM
2992
Cascades Capital Asset Management
North Carolina
$255K -$92.6K -992 -26%
WF
2993
Womack Financial
Texas
$255K -$3.27K -35 -1%
HBT
2994
Hills Bank & Trust
Iowa
$255K -$4.39K -47 -2%
AWA
2995
Amplius Wealth Advisors
Pennsylvania
$255K +$7.84K +84 +3%
AR
2996
Apeiron RIA
Texas
$255K -$26.8K -287 -9%
FFG
2997
Fortress Financial Group
Minnesota
$254K +$265K +2,835 New
CPA
2998
Capital Performance Advisors
California
$254K +$264K +2,827 New
IW
2999
Instrumental Wealth
Florida
$254K -$31.7K -340 -10%
WTFG
3000
Wells Trecaso Financial Group
Ohio
$253K