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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
3351
GDS Wealth Management
Texas
$210K +$196K +1,588 New
KPPF
3352
Klein Pavlis & Peasley Financial
California
$208K +$195K +1,578 New
FCT
3353
First Community Trust
Iowa
$208K – – –
CIM
3354
Chapman Investment Management
California
$207K +$194K +1,570 New
RIM
3355
RW Investment Management
Idaho
$207K +$194K +1,570 New
Zevenbergen Capital Investments
3356
Zevenbergen Capital Investments
Washington
$207K +$193K +1,565 New
CL
3357
COWA LLC
Oklahoma
$205K +$192K +1,557 New
O3W
3358
Omni 360 Wealth
New Jersey
$205K +$192K +1,557 New
AM
3359
Atwater Malick
Pennsylvania
$205K +$191K +1,552 New
USWIA
3360
UP Strategic Wealth Investment Advisors
Pennsylvania
$205K +$191K +1,552 New
PF
3361
Parker Financial
Washington
$205K +$191K +1,551 New
ASG
3362
Ariston Services Group
California
$204K +$191K +1,549 New
NL
3363
NKCFO LLC
Illinois
$204K – – –
EWP
3364
Elevation Wealth Partners
California
$204K -$21.3K -173 -10%
EPW
3365
Evergreen Private Wealth
Colorado
$204K – – –
GWM
3366
Greenhouse Wealth Management
Connecticut
$203K +$190K +1,542 New
SICM
3367
Sustainable Insight Capital Management
New York
$203K +$190K +1,541 New
CWA
3368
Continuum Wealth Advisors
New York
$203K +$189K +1,536 New
AFA
3369
Arlington Financial Advisors
California
$203K +$189K +1,535 New
RF
3370
RHS Financial
California
$202K +$189K +1,534 New
KFS
3371
Kelly Financial Services
Massachusetts
$202K +$4.81K +39 +3%
E
3372
ETFidea
New York
$202K +$188K +1,529 New
ARG
3373
Advisory Resource Group
Oklahoma
$202K +$188K +1,528 New
TFG
3374
Taylor Financial Group
Virginia
$202K +$188K +1,528 New
QWM
3375
Quaker Wealth Management
New Jersey
$201K +$188K +1,526 New