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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1901
Cornerstone Wealth Management
Missouri
$252K +$236K +1,782 New
OPW
1902
Oxler Private Wealth
New York
$252K +$236K +1,785 New
HIS
1903
Horizon Investment Services
Indiana
$250K
PWM
1904
PBMares Wealth Management
Virginia
$249K
IF
1905
IRON Financial
Illinois
$248K -$5.04K -38 -2%
PPW
1906
Pasadena Private Wealth
California
$248K +$132 +1 +0.1%
SFP
1907
Shepherd Financial Partners
Massachusetts
$248K +$1.59K +12 +0.7%
IAA
1908
Ironsides Asset Advisors
North Carolina
$248K +$11.1K +84 +5%
CT
1909
Chicago Trust
Illinois
$247K +$231K +1,747 New
SW
1910
StrongBox Wealth
Missouri
$246K -$7.29K -55 -3%
PA
1911
Procyon Advisors
Connecticut
$246K -$1.46K -11 -0.6%
EAM
1912
Evanson Asset Management
California
$246K
AFP
1913
Ausdal Financial Partners
Iowa
$246K +$9.54K +72 +4%
FFWA
1914
FRG Family Wealth Advisors
Washington
$246K +$19.2K +145 +9%
AWA
1915
Aaron Wealth Advisors
Illinois
$245K +$229K +1,732 New
TF
1916
TRH Financial
Iowa
$244K -$6.63K -50 -3%
CRI
1917
Colonial River Investments
Virginia
$243K +$228K +1,719 New
CST
1918
Charles Schwab Trust
Nevada
$242K -$5.57K -42 -2%
PFWA
1919
Paces Ferry Wealth Advisors
Georgia
$242K +$265 +2 +0.1%
VC
1920
Vicus Capital
Pennsylvania
$242K +$11.4K +86 +5%
RWB
1921
RMR Wealth Builders
New Jersey
$241K -$43.5K -328 -16%
SWRP
1922
Summit Wealth & Retirement Planning
California
$241K
SAM
1923
SP Asset Management
California
$241K +$397 +3 +0.2%
OWA
1924
Octavia Wealth Advisors
Ohio
$241K +$226K +1,703 New
WIM
1925
Westside Investment Management
California
$241K -$1.32K -10 -0.2%