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Name Holding Trade Value Shares
Change
Change in
Stake
KLI
3201
Kelman-Lazarov Inc
Tennessee
$254K -$56.9K -442 -18%
ACM
3202
AUA Capital Management
Pennsylvania
$254K
WFA
3203
Wade Financial Advisory
California
$254K
HCM
3204
Hutchinson Capital Management
California
$254K -$2.32K -18 -0.9%
LWA
3205
Lantern Wealth Advisors
New York
$253K -$41.6K -323 -14%
MWM
3206
Maripau Wealth Management
Indiana
$253K +$21.3K +165 +9%
AAMA
3207
Advanced Asset Management Advisors
Ohio
$253K -$18.4K -143 -7%
BDFN
3208
Bond & Devick Financial Network
Minnesota
$252K
HGWM
3209
Horst & Graben Wealth Management
Oregon
$252K +$1.16K +9 +0.4%
JWS
3210
Juncture Wealth Strategies
Arizona
$252K -$3.35K -26 -1%
FPWM
3211
FSB Premier Wealth Management
Iowa
$252K
GWM
3212
Gitterman Wealth Management
New Jersey
$251K +$261K +2,030 New
MAC
3213
Mason & Associates (California)
California
$251K +$258 +2 +0.1%
PCFFS
3214
Pacific Center for Financial Services
California
$251K
PF
3215
Prosperitas Financial
California
$251K +$258 +2 +0.1%
IP
3216
Isthmus Partners
Wisconsin
$250K -$3.22K -25 -1%
RA
3217
Ruggaard & Associates
Ohio
$250K
FCG
3218
Fielder Capital Group
Tennessee
$249K +$515 +4 +0.2%
SHA
3219
Seneca House Advisors
Virginia
$249K +$6.83K +53 +3%
FWM
3220
Fingerlakes Wealth Management
New York
$249K +$258 +2 +0.1%
APS
3221
American Planning Services
Florida
$248K +$50.9K +395 +25%
SL
3222
Salomon & Ludwin
Virginia
$248K -$451K -3,503 -64%
AWA
3223
Adapt Wealth Advisors
Georgia
$248K +$258K +2,003 New
PWM
3224
Partnership Wealth Management
Maryland
$248K -$16.1K -125 -6%
AIM
3225
Arcadia Investment Management
Michigan
$248K