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Name Holding Trade Value Shares
Change
Change in
Stake
HWP
3651
Highline Wealth Partners
California
$120K -$2.58K -22 -2%
DPW
3652
DiNuzzo Private Wealth
Pennsylvania
$120K +$1.05K +9 +1%
SNBOSD
3653
Security National Bank of So Dak
Iowa
$119K +$109K +929 New
KA
3654
Kozak & Associates
Colorado
$119K -$5.5K -47 -5%
LAS
3655
Lloyd Advisory Services
Georgia
$116K +$73.6K +629 +231%
GG
3656
Gleason Group
Kentucky
$116K +$23.8K +203 +29%
EWM
3657
Evolution Wealth Management
Florida
$113K +$64.1K +548 +167%
CJ
3658
Caitlin John
Michigan
$113K -$267K -2,280 -72%
FIM
3659
FWL Investment Management
Texas
$111K -$74.1K -633 -42%
HC
3660
Hara Capital
Washington
$110K -$3.51K -30 -3%
AP
3661
Atwood & Palmer
Missouri
$109K +$9.01K +77 +10%
1IA
3662
1620 Investment Advisors
Massachusetts
$108K – – –
LF
3663
LifeSteps Financial
California
$103K +$94.2K +805 New
AWM
3664
Activest Wealth Management
Florida
$102K +$2.58K +22 +3%
PJC
3665
Phillip James Consulting
Minnesota
$102K – – –
LFASL
3666
Lugano Financial Advisors SA (LFA)
Switzerland
$101K – – –
TC
3667
Toews Corporation
New Jersey
$100K +$91.5K +782 New
GCP
3668
Gill Capital Partners
Colorado
$98.4K +$39.8K +340 +80%
SIM
3669
Synergy Investment Management
Florida
$95.8K +$51.7K +442 +149%
VWA
3670
Valued Wealth Advisors
Utah
$95.3K +$2.58K +22 +3%
CTB
3671
Country Trust Bank
Illinois
$94.2K +$351 +3 +0.4%
MSWM
3672
Mowery & Schoenfeld Wealth Management
Illinois
$93K – – –
BAM
3673
Bellevue Asset Management
Washington
$93K +$351 +3 +0.4%
BGA
3674
Battery Global Advisors
Massachusetts
$92.9K – – –
SFC
3675
Swisher Financial Concepts
Ohio
$91.8K -$213K -1,816 -72%