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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
3001
JPL Wealth Management
Colorado
$215K -$37.3K -469 -15%
TWM
3002
Tripletail Wealth Management
Florida
$215K +$213K +2,685 New
MGWM
3003
Marks Group Wealth Management
Minnesota
$215K -$48.2K -606 -18%
AFO
3004
Arrowroot Family Office
California
$215K +$216K +2,712 New
QPW
3005
Quantum Private Wealth
Florida
$214K +$215K +2,700 New
MP
3006
Moment Partners
California
$214K – – –
RFA
3007
Rollins Financial Advisors
New York
$213K +$1.03K +13 +0.5%
TWA
3008
Talisman Wealth Advisors
New Jersey
$213K -$35.3K -444 -14%
PCM
3009
Pointe Capital Management
Michigan
$212K -$3.81K -48 -2%
KPWG
3010
KFA Private Wealth Group
Virginia
$212K +$213K +2,682 New
ALA
3011
Atlas Legacy Advisors
California
$212K +$213K +2,679 New
TIA
3012
Tandem Investment Advisors
South Carolina
$212K +$213K +2,678 New
LODC
3013
Lanham O'Dell & Company
West Virginia
$212K +$159 +2 +0.1%
CMS
3014
Capital Market Strategies
Florida
$212K -$132K -1,658 -38%
CCS
3015
Concentric Capital Strategies
Connecticut
$212K +$213K +2,674 New
TCOO
3016
Trust Company of Oklahoma
Oklahoma
$211K +$10.8K +136 +5%
ES
3017
ETF Store
Kansas
$211K +$25.7K +323 +14%
BTWM
3018
Brass Tax Wealth Management
Ohio
$211K -$19.7K -248 -9%
DA
3019
Detalus Advisors
Missouri
$210K -$2.94K -37 -1%
AIM
3020
AHL Investment Management
Florida
$210K – – –
BWA
3021
Bordeaux Wealth Advisors
California
$210K -$110K -1,390 -34%
HPM
3022
Hoxton Planning & Management
West Virginia
$208K -$49.4K -621 -19%
LSWM
3023
Lorne Steinberg Wealth Management
Canada
$208K – – –
EGM
3024
Engineers Gate Manager
New York
$208K -$17.5M -220,342 -99%
B
3025
Bellecapital
Switzerland
$207K – – –