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Name Holding Trade Value Shares
Change
Change in
Stake
FCM
3201
Family Capital Management
Michigan
$255K +$7.21K +56 +3%
CP
3202
Creekside Partners
California
$254K +$265K +2,055 New
KLI
3203
Kelman-Lazarov Inc
Tennessee
$254K -$56.9K -442 -18%
ACM
3204
AUA Capital Management
Pennsylvania
$254K – – –
WFA
3205
Wade Financial Advisory
California
$254K – – –
HCM
3206
Hutchinson Capital Management
California
$254K -$2.32K -18 -0.9%
LWA
3207
Lantern Wealth Advisors
New York
$253K -$41.6K -323 -14%
MWM
3208
Maripau Wealth Management
Indiana
$253K +$21.3K +165 +9%
AAMA
3209
Advanced Asset Management Advisors
Ohio
$253K -$18.4K -143 -7%
BDFN
3210
Bond & Devick Financial Network
Minnesota
$252K – – –
HGWM
3211
Horst & Graben Wealth Management
Oregon
$252K +$1.16K +9 +0.4%
JWS
3212
Juncture Wealth Strategies
Arizona
$252K -$3.35K -26 -1%
FPWM
3213
FSB Premier Wealth Management
Iowa
$252K – – –
GWM
3214
Gitterman Wealth Management
New Jersey
$251K +$261K +2,030 New
MAC
3215
Mason & Associates (California)
California
$251K +$258 +2 +0.1%
PCFFS
3216
Pacific Center for Financial Services
California
$251K – – –
PF
3217
Prosperitas Financial
California
$251K +$258 +2 +0.1%
IP
3218
Isthmus Partners
Wisconsin
$250K -$3.22K -25 -1%
RA
3219
Ruggaard & Associates
Ohio
$250K – – –
FCG
3220
Fielder Capital Group
Tennessee
$249K +$515 +4 +0.2%
SHA
3221
Seneca House Advisors
Virginia
$249K +$6.83K +53 +3%
FWM
3222
Fingerlakes Wealth Management
New York
$249K +$258 +2 +0.1%
APS
3223
American Planning Services
Florida
$248K +$50.9K +395 +25%
SL
3224
Salomon & Ludwin
Virginia
$248K -$451K -3,503 -64%
AWA
3225
Adapt Wealth Advisors
Georgia
$248K +$258K +2,003 New