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Name Holding Trade Value Shares
Change
Change in
Stake
BP
5251
BWM Planning
Texas
$570K +$6.24K +34 +1%
SPA
5252
Sentinel Pension Advisors
Massachusetts
$570K +$48.6K +265 +9%
FPW
5253
Flywheel Private Wealth
California
$569K – – –
BDPWM
5254
Barnes Dennig Private Wealth Management
Ohio
$568K +$11.6K +63 +2%
RCG
5255
Ridge Creek Global
Ohio
$568K – – –
FGAM
5256
Financial Gravity Asset Management
Texas
$567K +$173K +941 +41%
WIA
5257
Westbourne Investment Advisors
Maryland
$566K +$1.83K +10 +0.3%
CWA
5258
Continuum Wealth Advisors
New York
$566K -$33.6K -183 -5%
SWM
5259
Schwallier Wealth Management
Michigan
$566K -$5.14K -28 -0.9%
GPA
5260
Guidance Point Advisors
Massachusetts
$565K -$14.5K -79 -2%
ACM
5261
Appalachian Capital Management
Ohio
$562K -$91.7K -500 -13%
FWMP
5262
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$562K – – –
PWA
5263
Peterson Wealth Advisors
Utah
$562K -$58.9K -321 -9%
AP
5264
Aspect Partners
Virginia
$562K -$224K -1,223 -28%
AFP
5265
Arnold Financial Planning
Iowa
$562K – – –
JCIA
5266
Jackson Creek Investment Advisors
Colorado
$561K -$1.65K -9 -0.3%
PSB
5267
Piscataqua Savings Bank
New Hampshire
$560K -$18.3K -100 -3%
CFG
5268
CMC Financial Group
Georgia
$556K +$383K +2,090 +190%
MC
5269
Marest Capital
California
$556K +$917 +5 +0.2%
ADMI
5270
Albert D. Mason Inc
Massachusetts
$556K -$25.1K -137 -4%
CFM
5271
Cornerstone Financial Management
Massachusetts
$554K +$63.1K +344 +12%
Capital Markets Trading (UK)
5272
Capital Markets Trading (UK)
United Kingdom
$553K +$582K +3,172 New
CAP
5273
Columbia Advisory Partners
Washington
$552K +$161K +875 +38%
TFM
5274
Trademark Financial Management
Minnesota
$551K +$105K +573 +22%
BC
5275
Bridgefront Capital
Texas
$549K -$1.68M -9,171 -74%