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Name Holding Trade Value Shares
Change
Change in
Stake
PA
4901
Probity Advisors
Texas
$248K +$19K +150 +7%
SL
4902
Salomon & Ludwin
Virginia
$248K +$634 +5 +0.2%
AWM
4903
Able Wealth Management
New Jersey
$247K -$13.4K -106 -4%
DWM
4904
Dynasty Wealth Management
Florida
$246K -$37.6K -297 -12%
ORG
4905
Optimist Retirement Group
Washington
$246K +$40.1K +316 +16%
PWMG
4906
Pinnacle Wealth Management Group
Michigan
$245K
JF
4907
Joule Financial
Kentucky
$245K +$35.7K +282 +14%
SHA
4908
Seneca House Advisors
Virginia
$244K +$12.7K +100 +5%
SA
4909
Seneschal Advisors
Washington
$244K +$24.1K +190 +9%
ACM
4910
Aurdan Capital Management
Pennsylvania
$244K +$13.4K +106 +5%
KWM
4911
KMT Wealth Management
California
$244K
RWP
4912
Reliant Wealth Planning
Kentucky
$243K -$60.1K -474 -17%
FWM
4913
ForthRight Wealth Management
Georgia
$243K -$79.7K -629 -22%
FC
4914
Farringdon Capital
United Kingdom
$242K +$284K +2,237 New
GWM
4915
Global Wealth Management
New Jersey
$242K
A
4916
AlphaQuest
New York
$242K +$162K +1,275 +133%
BMA
4917
Brooks Moore & Associates
Tennessee
$241K +$282K +2,224 New
VWA
4918
VSM Wealth Advisory
Maryland
$241K +$10.9K +86 +4%
SFP
4919
Strategic Financial Partners
Oregon
$241K
CAP
4920
Columbia Advisory Partners
Washington
$239K +$280K +2,209 New
HAFS
4921
Hapanowicz & Associates Financial Services
Pennsylvania
$239K +$280K +2,209 New
IWB
4922
Innovative Wealth Building
Maryland
$239K +$42.6K +336 +18%
QFMHK
4923
Q Fund Management (Hong Kong)
$238K -$5.8M -45,767 -95%
MA
4924
MSA Advisors
California
$238K
PCM
4925
Ping Capital Management
New York
$238K +$279K +2,200 New