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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
3176
Conservest Capital Advisors
Pennsylvania
$264K
KWM
3177
KFG Wealth Management
Indiana
$263K
NWM
3178
Northwest Wealth Management
Iowa
$263K +$3.74K +29 +1%
SFC
3179
SYM Financial Corp
Indiana
$263K +$273K +2,121 New
OBWP
3180
O'Brien Wealth Partners
Massachusetts
$262K -$2.71K -21 -1%
SFWC
3181
Strategic Family Wealth Counselors
New Jersey
$262K
SWA
3182
ShankerValleau Wealth Advisors
Illinois
$261K
LAS
3183
LWM Advisory Services
Florida
$260K -$62.9K -488 -19%
SFP
3184
Sterling Financial Planning
New Jersey
$260K
BBNB
3185
Baker Boyer National Bank
Washington
$260K -$162K -1,254 -37%
SSG
3186
Summit Securities Group
New York
$260K +$258K +2,000 +2,000%
OWMIAS
3187
One Wealth Management Investment & Advisory Services
Florida
$260K -$18.5K -144 -6%
RA
3188
Rational Advisors
New York
$259K +$270K +2,096 New
WI
3189
Wedgewood Investors
Pennsylvania
$258K +$269K +2,086 New
WFA
3190
WestHill Financial Advisors
California
$258K -$29.8K -231 -10%
FA
3191
Fortis Advisors
Pennsylvania
$258K
CA
3192
Crane Advisory
California
$258K +$8.63K +67 +3%
IAG
3193
Investment Advisory Group
Massachusetts
$258K -$1.68K -13 -0.6%
GA
3194
GSG Advisors
New Jersey
$257K -$6.31K -49 -2%
DIP
3195
Davis Investment Partners
North Carolina
$257K +$20.1K +156 +8%
MAA
3196
Mraz Amerine & Associates
California
$257K
GSC
3197
Ground Swell Capital
South Carolina
$257K +$267K +2,075 New
PP
3198
Pegasus Partners
Wisconsin
$256K
FCM
3199
Family Capital Management
Michigan
$255K +$7.21K +56 +3%
CP
3200
Creekside Partners
California
$254K +$265K +2,055 New