Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
5001
Israel Discount Bank of New York
New York
$213K -$103K -809 -29%
JFG
5002
JMG Financial Group
Illinois
$211K +$247K +1,950 New
GWMI
5003
Guardian Wealth Management (Illinois)
Illinois
$211K +$7.35K +58 +3%
LAMC
5004
Longview Asset Management (California)
California
$210K -$127K -1,000 -34%
RRWA
5005
Rainey & Randall Wealth Advisors
Florida
$209K +$8.49K +67 +4%
TCOK
5006
Trust Company of Kansas
Kansas
$209K +$16.7K +132 +7%
CBT
5007
CoreFirst Bank & Trust
Kansas
$208K -$5.07K -40 -2%
JA
5008
JLB & Associates
Michigan
$208K – – –
SWIA
5009
Solano Wealth Investment Advisors
California
$207K +$8.37K +66 +4%
SWA
5010
ShankerValleau Wealth Advisors
Illinois
$207K – – –
FIA
5011
FPC Investment Advisory
California
$207K -$73.5K -580 -24%
MI
5012
Moneywise Inc
Virginia
$206K – – –
CFG
5013
Certior Financial Group
Pennsylvania
$206K +$8.62K +68 +4%
OLA
5014
Oliver Luxxe Assets
New Jersey
$206K -$56.8K -448 -19%
BWA
5015
Babb Wealth Advisors
Arizona
$205K -$19.8K -156 -8%
CAM
5016
Cobblestone Asset Management
Virginia
$205K +$240K +1,890 New
SEM
5017
Strategic Equity Management
Arizona
$205K -$44.4K -350 -16%
AFA
5018
Alpha Financial Advisors
North Carolina
$204K -$25.9K -204 -10%
WMWM
5019
Wilkins Miller Wealth Management
Alabama
$204K – – –
APW
5020
Axim Planning & Wealth
Ohio
$204K +$238K +1,878 New
OC
5021
OxenFree Capital
Florida
$204K -$31.1K -245 -10%
PWM
5022
Provident Wealth Management
Tennessee
$203K -$211K -1,664 -47%
VF
5023
Vawter Financial
Ohio
$202K +$27.4K +216 +13%
SFP
5024
Sterling Financial Planning
New Jersey
$201K +$39.2K +309 +20%
AWM
5025
Accredited Wealth Management
Kentucky
$197K -$17.7K -140 -7%