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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
3401
Tanager Wealth Management
United Kingdom
$458K +$177K +3,830 +71%
EWA
3402
Encompass Wealth Advisors
Oregon
$457K +$46.3K +1,000 +12%
PIA
3403
Powell Investment Advisors
Florida
$456K -$45.9K -990 -10%
RW
3404
REDW Wealth
New Mexico
$456K -$184K -3,960 -30%
AWM
3405
Aberdeen Wealth Management
Illinois
$456K
RB
3406
Rodgers Brothers
Pennsylvania
$455K
APM
3407
Advanced Portfolio Management
New York
$454K -$1.3M -28,060 -75%
EE
3408
EWG Elevate
California
$450K +$19.9K +430 +5%
IWM
3409
Iams Wealth Management
Nebraska
$450K +$94.1K +2,030 +29%
PD
3410
Planning Directions
Pennsylvania
$449K +$463 +10 +0.1%
TDC
3411
Thompson Davis & Co
Virginia
$449K -$447K -9,640 -50%
TGAM
3412
TBH Global Asset Management
Tennessee
$449K -$79.7K -1,720 -16%
ST
3413
Somerset Trust
Pennsylvania
$448K +$6.95K +150 +2%
SFG
3414
Summit Financial Group
West Virginia
$447K
BDF
3415
Black Diamond Financial
Maryland
$447K +$6.49K +140 +2%
CCP
3416
Carmel Capital Partners
California
$446K -$125K -2,690 -23%
FWA
3417
FOCUS Wealth Advisors
Texas
$446K
PA
3418
Pineridge Advisors
Missouri
$446K +$418K +9,010 New
Members Trust
3419
Members Trust
Florida
$446K +$11.6K +250 +3%
PAS
3420
Professional Advisory Services
Florida
$446K
LGG
3421
Luts & Greenleigh Group
Maryland
$446K -$25K -540 -6%
MIM
3422
MTM Investment Management
South Carolina
$445K -$46.3K -1,000 -10%
SIMG
3423
Stephens Investment Management Group
Texas
$444K -$64.9K -1,400 -14%
DG
3424
DMC Group
Alabama
$443K -$9.27K -200 -2%
LIA
3425
LifePlan Investment Advisors
North Carolina
$441K +$26.4K +570 +7%