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Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
3026
FSB Premier Wealth Management
Iowa
$232K +$229K +2,014 New
EWM
3027
Endowment Wealth Management
Wisconsin
$232K -$19.4K -171 -8%
SA
3028
SL Advisors
New Jersey
$232K
MA
3029
McBroom & Associates
Nevada
$231K +$228K +2,005 New
LSA
3030
Lion Street Advisors
Texas
$231K +$11.1K +98 +4%
GWM
3031
Gray Wealth Management
Maine
$231K +$1.59K +14 +0.7%
JEST
3032
JTC Employer Solutions Trustee
Jersey
$231K
CA
3033
Continental Advisors
Utah
$231K -$450K -3,966 -66%
GCL
3034
Gouws Capital LLC
North Carolina
$231K
PAIM
3035
Punch & Associates Investment Management
Minnesota
$231K
EA
3036
Echo45 Advisors
California
$230K -$23.3K -205 -9%
BFG
3037
Baron Financial Group
New Jersey
$230K -$3.29K -29 -1%
GAM
3038
Garrison Asset Management
Arkansas
$230K -$38.9K -343 -15%
F4L
3039
Fortune 45 LLC
Louisiana
$230K +$8.63K +76 +4%
TA
3040
Tactive Advisors
Florida
$230K +$226K +1,990 New
FFA
3041
Fi3 Financial Advisors
Indiana
$229K -$26.9K -237 -11%
AFA
3042
American Financial Advisors
Georgia
$229K +$1.14K +10 +0.5%
FBA
3043
Front Barnett Associates
Illinois
$228K
KC
3044
Kinloch Capital
Virginia
$228K -$249K -2,189 -53%
CF
3045
Clarity Financial
Texas
$228K +$224K +1,972 New
MA
3046
Modus Advisors
Minnesota
$227K +$5.34K +47 +2%
PSP
3047
Pacific Sage Partners
Washington
$226K +$114 +1 +0.1%
JSAM
3048
J. Safra Asset Management
New York
$226K
CWM
3049
Cabot Wealth Management
Massachusetts
$226K
SFP
3050
Sterling Financial Planning
New Jersey
$226K -$4.88K -43 -2%