Name Holding Trade Value Shares
Change
Change in
Stake
WG
4951
Watchman Group
Texas
$355K -$196K -1,555 -41%
RWP
4952
Reliant Wealth Planning
Kentucky
$355K – – –
CCM
4953
Charter Capital Management
Wisconsin
$354K +$282K +2,240 New
CFG
4954
Certior Financial Group
Pennsylvania
$354K +$42.5K +338 +18%
HAFS
4955
Hapanowicz & Associates Financial Services
Pennsylvania
$354K +$3.65K +29 +1%
FWM
4956
ForthRight Wealth Management
Georgia
$354K – – –
TWP
4957
Total Wealth Planning
Ohio
$352K -$20.5K -163 -7%
FIA
4958
FPC Investment Advisory
California
$351K +$23.2K +184 +10%
FW
4959
Fairway Wealth
Ohio
$351K -$50.3K -400 -15%
SFP
4960
Strategic Financial Partners
Oregon
$351K – – –
EC
4961
EntryPoint Capital
New York
$349K -$10.7K -85 -4%
MA
4962
MSA Advisors
California
$348K – – –
TWP
4963
Tower Wealth Partners
Pennsylvania
$347K +$8.56K +68 +3%
NPI
4964
New Perspectives Inc
Mississippi
$346K – – –
RIG
4965
Ramiah Investment Group
Wisconsin
$345K +$274K +2,181 New
HBCM
4966
Heron Bay Capital Management
Michigan
$344K +$22.9K +182 +9%
T
4967
Tableaux
Massachusetts
$344K +$16.4K +130 +6%
FF
4968
Friedenthal Financial
New Jersey
$343K +$17.6K +140 +7%
BFS
4969
Baskin Financial Services
Ontario, Canada
$340K -$34.2K -272 -11%
SC
4970
Stolper & Co
Oklahoma
$340K +$271K +2,150 New
MPM
4971
MBB Public Markets
Illinois
$340K -$63.7K -506 -19%
WCM
4972
WealthTrak Capital Management
Virginia
$340K +$57.4K +456 +27%
AI
4973
AdvisorShares Investments
Maryland
$339K -$560K -4,451 -67%
GWA
4974
Geometric Wealth Advisors
District of Columbia
$338K +$270K +2,142 New
PWP
4975
PrairieView Wealth Partners
Illinois
$337K – – –