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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2651
Prairie Wealth Advisors
Nebraska
$911K – – –
WH
2652
Willner & Heller
California
$910K -$273K -364 -32%
MFGM
2653
Marshall Financial Group (Maryland)
Maryland
$910K -$7.5K -10 -1%
SCA
2654
Stonebridge Capital Advisors
Minnesota
$909K -$12.7K -17 -2%
SCM
2655
Saxony Capital Management
Missouri
$907K +$589K +786 New
ES
2656
ETF Store
Kansas
$906K +$589K +785 New
CWM
2657
Connecticut Wealth Management
Connecticut
$906K -$36K -48 -6%
SIM
2658
SSI Investment Management
California
$905K – – –
IW
2659
Imprint Wealth
South Carolina
$904K -$451K -601 -43%
HGWM
2660
Horst & Graben Wealth Management
Oregon
$904K -$339K -452 -34%
HNH
2661
Hopwood Nicholas Hunter
$903K +$587K +783 New
WA
2662
WPG Advisers
Maryland
$903K +$17.2K +23 +3%
GGS
2663
Galvin Gaustad & Stein
Arizona
$899K +$92.2K +123 +19%
CWM
2664
Challenger Wealth Management
California
$897K +$13.5K +18 +2%
TF
2665
Tenzing Financial
Virginia
$894K +$4.5K +6 +0.7%
FWP
2666
FAS Wealth Partners
Kansas
$893K -$166K -222 -22%
BWA
2667
Blodgett Wealth Advisors
California
$893K +$580K +774 New
KFP
2668
Kerr Financial Planning
California
$892K +$49.5K +66 +9%
LWM
2669
Luminvest Wealth Management
Arizona
$892K +$45K +60 +8%
IAAG
2670
Innovative Asset Advisors Group
Connecticut
$890K +$94.5K +126 +20%
FA
2671
Fiducient Advisors
Illinois
$889K -$300K -400 -34%
Axa
2672
Axa
France
$886K -$1.99M -2,648 -75%
RGF
2673
Retirement Guys Formula
Ohio
$883K -$361K -482 -39%
MWM
2674
Melfa Wealth Management
Massachusetts
$883K -$27.7K -37 -5%
V
2675
VeraBank
Texas
$881K – – –