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Name Holding Trade Value Shares
Change
Change in
Stake
GWA
3251
Geometric Wealth Advisors
District of Columbia
$231K
BWM
3252
Baron Wealth Management
Michigan
$230K +$31.4K +305 +15%
EMAM
3253
Encompass More Asset Management
California
$230K -$14.8K -144 -6%
TC
3254
TAP Consulting
Missouri
$230K -$7.63K -74 -3%
ACP
3255
Arcus Capital Partners
Georgia
$230K +$180K +1,742 New
AWM
3256
AAF Wealth Management
Massachusetts
$230K +$18.5K +179 +8%
TFP
3257
Triune Financial Partners
Kansas
$229K +$1.03K +10 +0.4%
BCM
3258
Blume Capital Management
California
$229K
EWM
3259
Endowment Wealth Management
Wisconsin
$228K -$32.7K -317 -12%
DCM
3260
Davis Capital Management
Florida
$228K -$52.2K -506 -18%
DSN
3261
D. Scott Neal
Kentucky
$228K
MCAI
3262
Members Capital Advisors Inc
Wisconsin
$227K
FPWM
3263
FSB Premier Wealth Management
Iowa
$227K +$12.9K +125 +6%
CSWG
3264
Cardinal Strategic Wealth Guidance
Kentucky
$227K -$4.64K -45 -2%
SFC
3265
Swisher Financial Concepts
Ohio
$227K -$30.4K -295 -11%
TCBWMS
3266
Texas Capital Bank Wealth Management Services
Texas
$226K -$11K -107 -4%
RLWM
3267
RF&L Wealth Management
Massachusetts
$226K -$65K -630 -22%
GSAM
3268
Grant Street Asset Management
Pennsylvania
$226K -$4.64K -45 -2%
EBWM
3269
Eagle Bluffs Wealth Management
Missouri
$226K
SA
3270
SRH Advisors
Kansas
$226K
CA
3271
Clune & Associates
Illinois
$225K +$233K +2,260 New
CWA
3272
Consilio Wealth Advisors
Washington
$225K -$20.7K -201 -8%
TS
3273
Tamar Securities
California
$225K -$515 -5 -0.2%
DIM
3274
DLK Investment Management
California
$224K +$7.01K +68 +3%
HIS
3275
Harvest Investment Services
Illinois
$223K -$25.8K -250 -10%