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Name Holding Trade Value Shares
Change
Change in
Stake
WWP
3101
WR Wealth Planners
Missouri
$304K +$13.7K +111 +5%
FA
3102
Fiducient Advisors
Illinois
$304K -$275K -2,229 -49%
BCM
3103
Blume Capital Management
California
$303K -$12.3K -100 -4%
CPL
3104
CAP Partners LLC
Tennessee
$302K +$13.1K +106 +5%
AIS
3105
American Investment Services
Massachusetts
$302K +$282K +2,290 New
DSN
3106
D. Scott Neal
Kentucky
$301K – – –
MCAI
3107
Members Capital Advisors Inc
Wisconsin
$301K – – –
CWC
3108
Carolinas Wealth Consulting
North Carolina
$301K -$1.84M -14,936 -87%
DAM
3109
Derbend Asset Management
Georgia
$301K +$281K +2,280 New
PBC
3110
Pavion Blue Capital
California
$301K -$8.88K -72 -3%
OC
3111
Oarsman Capital
Wisconsin
$300K +$14.3K +116 +5%
SA
3112
SRH Advisors
Kansas
$299K – – –
NAMM
3113
NorthStar Asset Management (Massachusetts)
Massachusetts
$299K -$24.7K -200 -8%
AAG
3114
Armstrong Advisory Group
Massachusetts
$298K – – –
TF
3115
Threadgill Financial
Texas
$298K +$26K +211 +10%
UWPG
3116
Ullmann Wealth Partners Group
Florida
$297K +$24.5K +199 +10%
SA
3117
SL Advisors
New Jersey
$296K +$4.68K +38 +2%
OWMIAS
3118
One Wealth Management Investment & Advisory Services
Florida
$296K -$12.2K -99 -4%
VR
3119
Valued Retirements
Texas
$295K – – –
SCI
3120
Silver Coast Investments
United States
$295K -$16.6K -135 -6%
SFC
3121
Strategic Financial Concepts
Texas
$294K +$31.2K +253 +13%
TC
3122
TAP Consulting
Missouri
$292K +$17.9K +145 +7%
TA
3123
TrueWealth Advisors
Alabama
$292K +$23.2K +188 +9%
Bowen Hanes & Co
3124
Bowen Hanes & Co
Florida
$291K -$10.6K -86 -4%
GBWM
3125
Granite Bay Wealth Management
New Hampshire
$291K +$272K +2,207 New