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Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
4026
Perissos Private Wealth Management
Oklahoma
$935K -$1.03M -8,091 -48%
PPW
4027
Pasadena Private Wealth
California
$934K +$77.3K +610 +8%
BIS
4028
BG Investment Services
Guam
$934K +$435K +3,433 +68%
FGWP
4029
Founders Grove Wealth Partners
Virginia
$931K -$169K -1,334 -13%
AFO
4030
Allie Family Office
Florida
$929K -$760K -6,000 -41%
SWM
4031
Selective Wealth Management
Virginia
$928K +$35.2K +278 +3%
WB
4032
West Bancorporation
Iowa
$927K -$165K -1,302 -13%
MAM
4033
Mainsail Asset Management
Alabama
$927K +$268K +2,117 +33%
MFG
4034
Mosaic Financial Group
Illinois
$926K -$218K -1,717 -17%
NLWP
4035
Next Level Wealth Planning
Idaho
$925K -$97.8K -772 -8%
NBWM
4036
North Berkeley Wealth Management
California
$923K
PWM
4037
Parkworth Wealth Management
California
$923K +$2.66K +21 +0.2%
B
4038
Birchbrook
Maine
$922K +$1.9K +15 +0.2%
WWMSC
4039
Wagner Wealth Management (South Carolina)
South Carolina
$920K +$6.46K +51 +0.6%
WF
4040
WoodTrust Financial
Wisconsin
$918K +$33.8K +267 +3%
MM
4041
Morangie Management
Florida
$917K +$367K +2,897 +52%
BA
4042
Ballew Advisors
Mississippi
$915K +$595K +4,692 +132%
Members Trust
4043
Members Trust
Florida
$915K -$514K -4,054 -32%
CTWM
4044
Cherry Tree Wealth Management
Minnesota
$914K -$92.6K -731 -8%
BCM
4045
Brookmont Capital Management
Texas
$914K +$15.2K +120 +1%
DPW
4046
DiNuzzo Private Wealth
Pennsylvania
$912K -$25K -197 -2%
FSCM
4047
Front Street Capital Management
Montana
$912K -$142K -1,120 -12%
FCC
4048
Flower City Capital
New York
$910K +$495K +3,906 +87%
MA
4049
MKT Advisors
California
$910K +$2.41K +19 +0.2%
LRIA
4050
Leonard Rickey Investment Advisors
Washington
$909K +$47.5K +375 +5%