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Name Holding Trade Value Shares
Change
Change in
Stake
MF
3401
Montis Financial
Massachusetts
$255K -$72.5K -619 -24%
CWM
3402
C2C Wealth Management
Arizona
$255K -$20.1K -172 -8%
MW
3403
Members Wealth
Pennsylvania
$254K +$117 +1 +0.1%
WC
3404
Westhampton Capital
North Carolina
$254K – – –
AWM
3405
Adams Wealth Management
Utah
$253K +$32.4K +277 +16%
EWA
3406
Eagle Wealth Advisors
Connecticut
$253K +$34.1K +291 +17%
WH
3407
Whitcomb & Hess
Ohio
$253K +$1.64K +14 +0.7%
PPG
3408
Peak Planning Group
Colorado
$253K +$468 +4 +0.2%
EGWAG
3409
Elwood & Goetz Wealth Advisory Group
Georgia
$253K +$14.3K +122 +7%
YWM
3410
Yoder Wealth Management
California
$252K -$3.39K -29 -1%
KFS
3411
Kaizen Financial Strategies
California
$252K +$25.3K +216 +12%
FF
3412
Francis Financial
$252K +$9.83K +84 +4%
CCM
3413
Coerente Capital Management
Ontario, Canada
$252K – – –
CS
3414
CapitalatWork SA
$251K – – –
RIA
3415
Retirement Investment Advisors
Oklahoma
$251K – – –
RPA
3416
Rock Point Advisors
Vermont
$251K – – –
DI
3417
DDFG Inc
California
$251K -$234 -2 -0.1%
HWA
3418
Hilltop Wealth Advisors
North Carolina
$251K -$6.67K -57 -3%
FNBSF
3419
First National Bank Sioux Falls
South Dakota
$251K – – –
DI
3420
Disciplined Investments
Oklahoma
$250K +$1.52K +13 +0.7%
MLFP
3421
MPS Loria Financial Planners
Illinois
$250K +$1.05K +9 +0.5%
AWS
3422
Alliance Wealth Strategies
Virginia
$250K – – –
PCM
3423
Pennsylvania Capital Management
Pennsylvania
$250K +$12.9K +110 +6%
PFM
3424
Phillips Financial Management
Indiana
$250K +$12.5K +107 +6%
PPA
3425
Painted Porch Advisors
California
$249K +$24.6K +210 +12%