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Name Holding Trade Value Shares
Change
Change in
Stake
MFA
3051
McClarren Financial Advisors
Pennsylvania
$175K +$864 +8 +0.5%
IWP
3052
IAG Wealth Partners
Wisconsin
$172K +$4.32K +40 +3%
WPWM
3053
Western Pacific Wealth Management
Illinois
$170K
FP
3054
Financial Perspectives
Minnesota
$170K
AW
3055
Avion Wealth
Texas
$166K +$20.7K +192 +15%
LSA
3056
Lansing Street Advisors
Pennsylvania
$164K -$107K -995 -39%
NL
3057
NKCFO LLC
Illinois
$164K
GM
3058
GeoWealth Management
Illinois
$159K -$11.7K -108 -7%
RI
3059
Ridgewood Investments
New Jersey
$157K -$430K -3,986 -73%
WWP
3060
WR Wealth Planners
Missouri
$146K +$117K +1,085 +374%
TFP
3061
Tilia Fiduciary Partners
North Carolina
$145K +$324 +3 +0.2%
LTI
3062
Laffer Tengler Investments
Tennessee
$140K +$34.1K +316 +32%
TWD
3063
True Wealth Design
Ohio
$139K
BHWM
3064
Beaird Harris Wealth Management
Texas
$139K -$16.2K -150 -10%
WFA
3065
West Financial Advisors
Iowa
$137K -$216 -2 -0.2%
CMBA
3066
C.M. Bidwell & Associates
Hawaii
$136K -$299K -2,771 -68%
SIC
3067
SJS Investment Consulting
Ohio
$135K +$4.54K +42 +3%
PCFFS
3068
Pacific Center for Financial Services
California
$130K +$132K +1,226 New
EIM
3069
Essex Investment Management
Massachusetts
$130K
YDMI
3070
Y.D. More Investments
Israel
$129K +$13.5K +125 +12%
GCM
3071
Goldstream Capital Management
Hong Kong
$128K +$130K +1,203 New
T2I
3072
Turim 21 Investimentos
Brazil
$128K
HC
3073
Hoese & Co
Minnesota
$127K
TLCM
3074
Twin Lakes Capital Management
California
$127K +$324 +3 +0.3%
EARNEST Partners
3075
EARNEST Partners
Georgia
$126K