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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
3501
Madrona Financial Services
Washington
$1.21M -$56.9K -563 -5%
PD
3502
Planning Directions
Pennsylvania
$1.21M +$42.2K +417 +4%
TF
3503
TLWM Financial
Texas
$1.21M +$186K +1,835 +23%
HWA
3504
Heartwood Wealth Advisors
Virginia
$1.21M -$84.9K -840 -8%
PIAS
3505
PCA Investment Advisory Services
Ohio
$1.2M +$16.2K +160 +2%
SWM
3506
SilverOak Wealth Management
Minnesota
$1.2M -$47.9K -474 -5%
AWA
3507
Adapt Wealth Advisors
Georgia
$1.2M +$378K +3,740 +62%
CB
3508
Chris Bulman
California
$1.2M +$985K +9,739 New
Simplify Asset Management
3509
Simplify Asset Management
Nevada
$1.2M -$59.2K -586 -6%
HWP
3510
Hibernia Wealth Partners
Louisiana
$1.2M +$215K +2,131 +28%
KCM
3511
Kennicott Capital Management
California
$1.2M – – –
BAM
3512
Blueshift Asset Management
New Jersey
$1.2M +$216K +2,135 +28%
RA
3513
Riverstone Advisors
Texas
$1.2M -$46.7K -462 -5%
SWM
3514
Shakespeare Wealth Management
Wisconsin
$1.2M +$12.7K +126 +1%
GPI
3515
General Partner Inc
Pennsylvania
$1.19M – – –
JWS
3516
Juncture Wealth Strategies
Arizona
$1.19M +$552K +5,455 +131%
WB
3517
West Bancorporation
Iowa
$1.19M -$115K -1,137 -11%
CSM Advisors
3518
CSM Advisors
Pennsylvania
$1.19M -$45.5K -450 -4%
SAM
3519
Seelaus Asset Management
New Jersey
$1.18M +$14.2K +140 +1%
WA
3520
WBH Advisory
Maryland
$1.18M -$12.6K -125 -1%
LOIP
3521
Live Oak Investment Partners
Texas
$1.18M – – –
CIA
3522
Cape Investment Advisory
Georgia
$1.18M +$365K +3,614 +61%
DWMS
3523
Dominguez Wealth Management Solutions
Virginia
$1.18M +$6.37K +63 +0.7%
SWM
3524
Stockman Wealth Management
Montana
$1.18M -$7.45M -73,695 -89%
SCG
3525
Sonata Capital Group
Washington
$1.18M +$202K +1,993 +26%