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Name Holding Trade Value Shares
Change
Change in
Stake
RWP
5401
Reliant Wealth Planning
Kentucky
$528K +$81.2K +395 +18%
KAM
5402
KEB Asset Management
Illinois
$528K -$206 -1 -0%
MPW
5403
MA Private Wealth
California
$527K +$9.05K +44 +2%
AAMC
5404
Asset Allocation & Management Company
Illinois
$526K -$1.32M -6,441 -71%
BWM
5405
BCO Wealth Management
New Mexico
$526K -$51.4K -250 -9%
FFWA
5406
Forthright Family Wealth Advisory
Texas
$526K +$479K +2,332 +791%
SGWM
5407
Sterling Group Wealth Management
California
$525K -$367K -1,786 -40%
CGFA
5408
Colton Groome Financial Advisors
North Carolina
$524K +$35.2K +171 +7%
MGCM
5409
Mane Global Capital Management
New York
$518K -$238K -1,157 -31%
OWA
5410
ORBA Wealth Advisors
Illinois
$515K +$529K +2,574 New
FWMM
5411
Foundation Wealth Management (Missouri)
Missouri
$515K +$127K +620 +32%
FWS
5412
FinDec Wealth Services
California
$514K -$40.3K -196 -7%
FF
5413
Friedenthal Financial
New Jersey
$514K +$6.37K +31 +1%
RF
5414
Robinswood Financial
Washington
$512K +$16.9K +82 +3%
FB
5415
Finward Bancorp
Indiana
$512K -$359K -1,748 -41%
CFG
5416
Certior Financial Group
Pennsylvania
$511K +$1.44K +7 +0.3%
FS
5417
Ferguson Shapiro
Georgia
$510K +$15K +73 +3%
SLT
5418
St Louis Trust
Missouri
$510K -$1.82M -8,872 -37%
I2I
5419
Insight 2811 Inc
Illinois
$508K +$4.73K +23 +0.9%
AIM
5420
Athena Investment Management
California
$508K -$416K -2,023 -44%
HM
5421
Harvest Management
New York
$507K +$38.2K +186 +8%
RHIG
5422
R.H. Investment Group
Arizona
$506K -$30.8K -150 -6%
MWML
5423
M Wealth Management LLC
California
$505K +$4.11K +20 +0.8%
CSC
5424
Caldwell Sutter Capital
California
$505K -$40.7K -198 -7%
FPCG
5425
Forum Private Client Group
Indiana
$504K -$29.8K -145 -5%