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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
4876
Pinnacle Wealth Management Group
Michigan
$304K – – –
AAM
4877
Auxier Asset Management
Oregon
$304K +$13.8K +100 +5%
O3W
4878
Omni 360 Wealth
New Jersey
$303K -$1.24M -8,980 -80%
HCM
4879
Hutchinson Capital Management
California
$303K +$19.8K +144 +7%
GWM
4880
GK Wealth Management
Nevada
$303K +$311K +2,254 New
KWM
4881
KMT Wealth Management
California
$302K +$310K +2,250 New
SEM
4882
Strategic Equity Management
Arizona
$301K +$4.13K +30 +1%
GWM
4883
Global Wealth Management
New Jersey
$300K +$13K +94 +4%
FWMM
4884
Foundation Wealth Management (Missouri)
Missouri
$299K -$73.1K -530 -19%
SFP
4885
Strategic Financial Partners
Oregon
$298K +$306K +2,220 New
BIA
4886
BHK Investment Advisors
Alabama
$298K -$10.3K -75 -3%
TWP
4887
Total Wealth Planning
Ohio
$298K -$7.99K -58 -3%
GCP
4888
Garda Capital Partners
Minnesota
$297K +$305K +2,212 New
LAM
4889
Lakewood Asset Management
Illinois
$297K -$16.4K -119 -5%
PGF
4890
Plan Group Financial
Oklahoma
$296K -$24.3K -176 -7%
BFA
4891
Buttonwood Financial Advisors
Maryland
$296K -$115K -836 -28%
MA
4892
MSA Advisors
California
$295K – – –
VWA
4893
Valued Wealth Advisors
Utah
$295K -$78K -566 -20%
RCWM
4894
Red Crane Wealth Management
California
$295K +$303K +2,198 New
EIA
4895
Eldridge Investment Advisors
New Hampshire
$295K -$68.9K -500 -19%
PSIWM
4896
Paradigm Strategies in Wealth Management
Minnesota
$293K +$138 +1 +0%
NWMP
4897
Noble Wealth Management PBC
Colorado
$293K +$300K +2,180 New
PSA
4898
Plum Street Advisors
Louisiana
$291K +$299K +2,170 New
PA
4899
Prism Advisors
California
$290K -$827 -6 -0.3%
SHA
4900
Seneca House Advisors
Virginia
$289K +$297K +2,155 New
194 195
196
197 198