Name Holding Trade Value Shares
Change
Change in
Stake
GWA
3126
Geometric Wealth Advisors
District of Columbia
$287K +$53.8K +418 +22%
WRPWM
3127
Werba Rubin Papier Wealth Management
California
$287K +$58.4K +453 +24%
TC
3128
Trust Company
Kansas
$287K – – –
TC
3129
TAP Consulting
Missouri
$286K +$12.6K +98 +4%
Vanguard Capital Wealth Advisors
3130
Vanguard Capital Wealth Advisors
Colorado
$286K +$386 +3 +0.1%
WA
3131
Wealthstar Advisors
Texas
$285K +$297K +2,306 New
CA
3132
Centerpoint Advisors
Massachusetts
$285K +$19.3K +150 +7%
BCM
3133
Blume Capital Management
California
$285K – – –
GWM
3134
Gibbs Wealth Management
Georgia
$284K +$78.4K +609 +36%
MG
3135
Meritage Group
California
$284K +$20.5K +159 +7%
AIS
3136
American Investment Services
Massachusetts
$284K – – –
CWC
3137
Carolinas Wealth Consulting
North Carolina
$283K +$2.32K +18 +0.8%
WWP
3138
WR Wealth Planners
Missouri
$283K -$2.19K -17 -0.7%
DSN
3139
D. Scott Neal
Kentucky
$283K – – –
MCAI
3140
Members Capital Advisors Inc
Wisconsin
$283K – – –
PBC
3141
Pavion Blue Capital
California
$282K – – –
TFP
3142
Triune Financial Partners
Kansas
$282K -$49.9K -387 -15%
PFA
3143
Pathway Financial Advisors
Vermont
$281K -$4.89K -38 -2%
SA
3144
SRH Advisors
Kansas
$281K – – –
EBWM
3145
Eagle Bluffs Wealth Management
Missouri
$280K -$9.02K -70 -3%
TIA
3146
Tandem Investment Advisors
South Carolina
$280K -$100K -779 -26%
CWA
3147
Consilio Wealth Advisors
Washington
$280K +$13.5K +105 +5%
LIA
3148
Lynx Investment Advisory
District of Columbia
$280K +$291K +2,260 New
SA
3149
SL Advisors
New Jersey
$278K – – –
FA
3150
Fountainhead AM
New Jersey
$278K +$73.7K +572 +34%