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Name Holding Trade Value Shares
Change
Change in
Stake
HWP
3251
Heritage Wealth Partners
Ohio
$242K -$6.18K -48 -2%
WH
3252
Whitcomb & Hess
Ohio
$242K +$9.79K +76 +4%
WDL
3253
Well Done LLC
Michigan
$241K +$2.71K +21 +1%
HIS
3254
Horizon Investment Services
Indiana
$241K -$3.99K -31 -2%
DW30
3255
Drucker Wealth 3.0
New Jersey
$241K +$251K +1,947 New
AWM
3256
Able Wealth Management
New Jersey
$241K +$1.42K +11 +0.6%
CS
3257
CapitalatWork SA
$241K – – –
VWM
3258
Vivid Wealth Management
Iowa
$240K +$5.41K +42 +2%
CFP
3259
Curran Financial Partners
South Carolina
$240K +$4.77K +37 +2%
MFG
3260
MTM Financial Group
Pennsylvania
$240K – – –
NC
3261
Napatree Capital
Rhode Island
$239K +$249K +1,932 New
BAWM
3262
Bennett Associates Wealth Management
Pennsylvania
$239K +$10.8K +84 +5%
ACA
3263
Aspire Capital Advisors
Washington
$238K -$26.9K -209 -10%
JCFM
3264
JBR Co Financial Management
Oklahoma
$238K – – –
NPPM
3265
North Point Portfolio Managers
Ohio
$238K +$248K +1,922 New
LC
3266
Landaas & Company
Wisconsin
$237K -$76.6K -595 -24%
TCBWMS
3267
Texas Capital Bank Wealth Management Services
Texas
$237K +$246K +1,912 New
EWA
3268
Evolution Wealth Advisors
Florida
$237K -$20.7K -161 -8%
SIS
3269
Strategic Investment Solutions
Illinois
$237K +$278K +2,156 New
FDS
3270
Freedom Day Solutions
Texas
$236K – – –
SIM
3271
Sterling Investment Management
Arizona
$236K – – –
SRC
3272
Stone Run Capital
New York
$236K +$644 +5 +0.3%
DWM
3273
Denver Wealth Management
Colorado
$235K +$1.29K +10 +0.5%
IC
3274
Iconiq Capital
California
$234K +$244K +1,894 New
CIA
3275
Cascade Investment Advisors
Oregon
$234K – – –