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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
3001
Hohimer Wealth Management
Washington
$233K +$214K +2,098 New
NC
3002
NovaPoint Capital
Georgia
$232K +$214K +2,094 New
SFP
3003
Sterling Financial Planning
New Jersey
$232K +$214K +2,093 New
Hills Bank & Trust
3004
Hills Bank & Trust
Iowa
$232K +$5.62K +55 +3%
AFP
3005
Alpha Financial Partners
Kentucky
$231K +$213K +2,086 New
VP
3006
Verum Partners
North Carolina
$231K +$213K +2,083 New
MFG
3007
Menard Financial Group
Texas
$229K -$92.3K -903 -30%
TC
3008
Truvestments Capital
Florida
$229K +$21.4K +209 +11%
RC
3009
Rovin Capital
Arizona
$229K -$386K -3,779 -65%
GFL
3010
Granite FO LLC
New Hampshire
$229K +$212K +2,077 New
SWA
3011
Sightline Wealth Advisors
Connecticut
$228K +$210K +2,058 New
AIM
3012
Arcadia Investment Management
Michigan
$228K – – –
AWA
3013
Alaska Wealth Advisors
Alaska
$228K +$210K +2,054 New
BBNB
3014
Baker Boyer National Bank
Washington
$228K +$210K +2,051 New
NWA
3015
New World Advisors
Massachusetts
$227K -$89.4K -875 -30%
CPG
3016
Cornerstone Planning Group
New Jersey
$227K +$211K +2,065 New
AI
3017
ArchPoint Investors
Florida
$226K +$206K +2,020 New
LB
3018
Legacy Bridge
Iowa
$225K +$51.6K +505 +33%
WIM
3019
Warwick Investment Management
Texas
$225K +$208K +2,030 New
CCA
3020
Conservest Capital Advisors
Pennsylvania
$225K +$207K +2,025 New
CA
3021
Corrado Advisors
New Jersey
$225K +$207K +2,025 New
ODIJL
3022
One Day In July LLC
Vermont
$225K +$207K +2,025 New
BWA
3023
Beam Wealth Advisors
Louisiana
$225K +$207K +2,024 New
LEFP
3024
Leading Edge Financial Planning
Tennessee
$224K +$207K +2,023 New
SA
3025
SL Advisors
New Jersey
$223K +$206K +2,012 New