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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
3151
Strategic Investment Solutions
Illinois
$247K +$2.02K +17 +0.8%
Facet Wealth Inc
3152
Facet Wealth Inc
Maryland
$246K -$15.1K -127 -5%
AWA
3153
Alaska Wealth Advisors
Alaska
$246K – – –
PCI
3154
Planning Center Inc
Illinois
$246K – – –
WFA
3155
WestHill Financial Advisors
California
$245K +$9.03K +76 +4%
NAMM
3156
NorthStar Asset Management (Massachusetts)
Massachusetts
$245K -$594 -5 -0.2%
TCM
3157
TD Capital Management
Tennessee
$245K +$594 +5 +0.2%
FPWM
3158
FSB Premier Wealth Management
Iowa
$245K +$15K +126 +6%
CCM
3159
Coerente Capital Management
Ontario, Canada
$245K -$8.67K -73 -3%
AWM
3160
Alterna Wealth Management
Texas
$244K – – –
FA
3161
Fountainhead AM
New Jersey
$244K -$11K -93 -4%
TA
3162
TrueWealth Advisors
Alabama
$244K -$2.61K -22 -1%
SFC
3163
SYM Financial Corp
Indiana
$243K +$2.02K +17 +0.8%
VR
3164
Valued Retirements
Texas
$243K – – –
CCA
3165
Cadent Capital Advisors
Oklahoma
$243K -$68.5K -577 -21%
AFWM
3166
Abich Financial Wealth Management
Virginia
$242K +$215K +1,807 +554%
W
3167
WorthPointe
California
$242K +$55.4K +466 +28%
DCM
3168
Delta Capital Management
New Jersey
$242K – – –
FWSM
3169
First Wilshire Securities Management
California
$242K – – –
AWM
3170
AAF Wealth Management
Massachusetts
$242K +$253K +2,130 New
HBCM
3171
Heron Bay Capital Management
Michigan
$241K +$252K +2,122 New
PAG
3172
Paladin Advisory Group
Iowa
$240K – – –
HCM
3173
Hutchinson Capital Management
California
$240K +$7.37K +62 +3%
SWA
3174
ShankerValleau Wealth Advisors
Illinois
$239K – – –
EA
3175
Enclave Advisors
Texas
$239K +$250K +2,105 New