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Name Holding Trade Value Shares
Change
Change in
Stake
PS
3301
Planned Solutions
California
$4.58M +$174K +933 +4%
GWM
3302
Greenline Wealth Management
Florida
$4.58M +$4.57M +24,540 New
MFS
3303
Mirabella Financial Services
United Kingdom
$4.57M -$28.1M -150,956 -86%
TC
3304
Tsai Capital
New York
$4.57M -$103K -552 -2%
AA
3305
Ahara Advisors
New Jersey
$4.57M +$4.56M +24,509 New
MWM
3306
MOKAN Wealth Management
Kansas
$4.56M +$726K +3,902 +19%
AIP
3307
Almanack Investment Partners
Pennsylvania
$4.56M -$963K -5,176 -17%
WAOTB
3308
Wealth Advisors of Tampa Bay
Florida
$4.56M -$195K -1,050 -4%
FWA
3309
FOCUS Wealth Advisors
Texas
$4.55M +$1.12K +6 +0%
GTAM
3310
Global Trust Asset Management
Florida
$4.54M -$627K -3,368 -12%
SLT
3311
St Louis Trust
Missouri
$4.54M +$3.79M +20,350 +508%
SP
3312
Sequent Planning
Nebraska
$4.54M -$2.32M -12,485 -34%
SFM
3313
Signet Financial Management
New Jersey
$4.53M +$246K +1,324 +6%
IPAM
3314
Investment Partners Asset Management
New Jersey
$4.53M -$108K -579 -2%
AWG
3315
Altus Wealth Group
Colorado
$4.53M +$109K +584 +2%
IFPL
3316
Investments & Financial Planning LLC
Kentucky
$4.53M +$8.19K +44 +0.2%
LL
3317
LPWM LLC
Minnesota
$4.53M -$370K -1,988 -8%
NIA
3318
NIA Impact Advisors
California
$4.52M -$326K -1,751 -7%
SWM
3319
Salvus Wealth Management
New Jersey
$4.51M +$153K +820 +4%
OWCM
3320
One Wealth Capital Management
Arizona
$4.51M -$112K -600 -2%
BWAM
3321
Boyd Watterson Asset Management
Ohio
$4.51M
WPC
3322
White Pine Capital
Minnesota
$4.5M +$537K +2,887 +14%
AIFS
3323
A&I Financial Services
Colorado
$4.5M +$11.9K +64 +0.3%
LA
3324
Latitude Advisors
Florida
$4.5M +$117K +629 +3%
AF
3325
Atala Financial
California
$4.49M -$690K -3,707 -13%