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Name Holding Trade Value Shares
Change
Change in
Stake
GWMI
5076
Guardian Wealth Management (Illinois)
Illinois
$364K +$174 +1 +0.1%
SWIA
5077
Solano Wealth Investment Advisors
California
$363K
AWA
5078
Authentikos Wealth Advisory
California
$363K +$43.4K +249 +15%
CWM
5079
Chronos Wealth Management
Florida
$362K
CCMT
5080
CMT Capital Markets Trading
Germany
$362K +$338K +1,939 New
LAMC
5081
Longview Asset Management (California)
California
$362K
RTC
5082
Riverview Trust Company
Washington
$362K
DC
5083
Dahring Cusmano
Michigan
$361K -$16.7K -96 -5%
WAM
5084
WFA Asset Management
Wisconsin
$360K +$55.8K +320 +12%
RRWA
5085
Rainey & Randall Wealth Advisors
Florida
$360K
CBT
5086
CoreFirst Bank & Trust
Kansas
$358K
LSC
5087
Lesa Sroufe & Co
Washington
$358K -$10.3K -59 -3%
BMA
5088
Brooks Moore & Associates
Tennessee
$358K -$62.1K -356 -16%
JA
5089
JLB & Associates
Michigan
$358K
SPL
5090
Smart Portfolios LLC
Washington
$357K -$89.1K -511 -21%
SWA
5091
ShankerValleau Wealth Advisors
Illinois
$356K
MI
5092
Moneywise Inc
Virginia
$355K
MVA
5093
Mount Vernon Associates
Maryland
$355K +$69.7K +400 +27%
PWM
5094
PTM Wealth Management
United States
$354K -$69.7K -400 -17%
PC
5095
Permanens Capital
New York
$354K +$93.6K +537 +39%
PFM
5096
Patton Fund Management
Texas
$354K -$15.3K -88 -4%
LWMT
5097
Legacy Wealth Management (Tennessee)
Tennessee
$354K +$3.66K +21 +1%
DIP
5098
Davis Investment Partners
North Carolina
$349K -$6.45K -37 -2%
DB
5099
Dravo Bay
Delaware
$348K -$4.01K -23 -1%
FOR
5100
Family Office Research
Maryland
$347K -$186K -1,066 -36%