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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
3601
Tradewinds Capital Management
Washington
$331K +$92.2K +1,990 +42%
AWM
3602
AllSquare Wealth Management
New York
$330K
OCFG
3603
O'Connor Financial Group
Illinois
$329K +$4.17K +90 +1%
WWMSC
3604
Wagner Wealth Management (South Carolina)
South Carolina
$329K +$18.1K +390 +6%
FM
3605
Foster & Motley
Ohio
$328K +$307K +6,620 New
RWM
3606
Refined Wealth Management
Utah
$328K
AWMG
3607
Alliance Wealth Management Group
New Jersey
$328K +$306K +6,610 New
CAG
3608
Compass Advisory Group
New York
$327K -$7.42K -160 -2%
TFP
3609
Traction Financial Partners
Wyoming
$326K +$305K +6,590 New
FWS
3610
FinDec Wealth Services
California
$325K -$5.1K -110 -2%
PWS
3611
Peloton Wealth Strategists
Indiana
$324K -$128K -2,760 -30%
TWA
3612
Tandem Wealth Advisors
Arizona
$323K
DC
3613
Destiny Capital
Colorado
$323K +$303K +6,530 New
ZAM
3614
Zevin Asset Management
Massachusetts
$323K +$54.7K +1,180 +22%
APWM
3615
Atlas Private Wealth Management
New York
$323K
HWM
3616
HRC Wealth Management
Idaho
$323K +$302K +6,510 New
CIC
3617
Cutler Investment Counsel
Oregon
$322K -$34.3K -740 -10%
AI
3618
ArchPoint Investors
Florida
$321K +$301K +6,490 New
PCM
3619
Pointe Capital Management
Michigan
$321K
FF
3620
Francis Financial
$320K +$69.5K +1,500 +30%
TIM
3621
Tortoise Investment Management
New York
$320K +$177K +3,830 +146%
ICM
3622
Islay Capital Management
Texas
$319K
DIA
3623
Davidson Investment Advisors
Montana
$319K +$299K +6,450 New
MKC
3624
M. Kraus & Co
Vermont
$319K +$16.2K +350 +6%
PCMC
3625
Paragon Capital Management (Colorado)
Colorado
$318K +$298K +6,430 New