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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
4026
Motive Wealth Advisors
Michigan
$2.68M -$119K -292 -4%
BWM
4027
BankPlus Wealth Management
Mississippi
$2.68M -$28.9K -71 -1%
GWM
4028
GK Wealth Management
Nevada
$2.68M -$102K -249 -3%
OPWM
4029
Oakwell Private Wealth Management
Texas
$2.68M +$557K +1,366 +24%
KWA
4030
Kellett Wealth Advisors
Ohio
$2.67M +$255K +625 +10%
DTL
4031
Dynamic Technology Lab
Singapore
$2.67M -$714K -1,752 -20%
OFA
4032
Onyx Financial Advisors
Idaho
$2.66M +$14.3K +35 +0.5%
TI
4033
Truepoint Inc
Ohio
$2.66M -$172K -422 -6%
MIM
4034
Merrion Investment Management
New Jersey
$2.66M -$292K -715 -9%
KOMWMG
4035
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.65M -$56.3K -138 -2%
GL
4036
Gerber LLC
Ohio
$2.65M -$38.7K -95 -1%
TAS
4037
TIFF Advisory Services
Pennsylvania
$2.65M +$249K +610 +9%
AC
4038
Amitell Capital
Singapore
$2.65M -$5.31M -13,026 -65%
CA
4039
Claris Advisors
Missouri
$2.65M +$679K +1,666 +31%
MWP
4040
Meridian Wealth Partners
Pennsylvania
$2.64M -$204K -501 -7%
BWM
4041
BCS Wealth Management
Tennessee
$2.64M +$395K +969 +16%
M1FG
4042
Mach-1 Financial Group
Arkansas
$2.64M +$607K +1,489 +27%
SFC
4043
Strategic Financial Concepts
Texas
$2.63M +$137K +335 +5%
AI
4044
Arvest Investments
Arkansas
$2.63M +$882K +2,163 +45%
WLPWM
4045
Walled Lake Planning & Wealth Management
Illinois
$2.63M -$199K -487 -6%
NCMW
4046
Northern Capital Management (Washington)
Washington
$2.63M +$113K +276 +4%
LOIP
4047
Live Oak Investment Partners
Texas
$2.63M +$2.85M +6,997 New
CSA
4048
Cornerstone Select Advisors
Missouri
$2.63M -$42.4K -104 -1%
FDW
4049
Fourth Dimension Wealth
Ohio
$2.62M +$937K +2,297 +49%
GIO
4050
Galilei Investment Office
United Kingdom
$2.62M