Name Holding Trade Value Shares
Change
Change in
Stake
MWM
5751
McMill Wealth Management
Nebraska
$220K – – –
DP
5752
Divergent Planning
Maryland
$220K -$41K -220 -16%
EW
5753
Evexia Wealth
Wisconsin
$217K -$67.9K -365 -24%
PHWM
5754
Palatine Hill Wealth Management
Michigan
$216K +$216K +1,159 New
CFS
5755
Compass Financial Services
Iowa
$216K +$37.2K +200 +21%
SFAM
5756
Sawyer Falduto Asset Management
Illinois
$215K +$214K +1,152 New
PFA
5757
Presper Financial Architects
Ohio
$214K -$12.3K -66 -5%
TF
5758
TME Financial
California
$214K +$213K +1,145 New
AWMNY
5759
Arcadia Wealth Management (New York)
New York
$213K – – –
S4W
5760
Solutions 4 Wealth
Texas
$213K -$65.1K -350 -23%
KC
5761
Kinloch Capital
Virginia
$213K +$11.2K +60 +6%
DFS
5762
Demming Financial Services
Ohio
$212K +$212K +1,139 New
CIM
5763
Confluence Investment Management
Missouri
$212K – – –
FLA
5764
Financial Life Advisors
Texas
$211K +$211K +1,134 New
IDBONY
5765
Israel Discount Bank of New York
New York
$211K -$94.2K -506 -31%
TIA
5766
Tandem Investment Advisors
South Carolina
$211K -$65.3K -351 -24%
TBFA
5767
Three Bearings Fiduciary Advisors
New Hampshire
$209K +$204K +1,095 New
SPA
5768
Shore Point Advisors
New Jersey
$208K +$208K +1,117 New
1CM
5769
1492 Capital Management
Wisconsin
$207K +$186 +1 +0.1%
DC
5770
Darrow Company
Massachusetts
$207K +$206K +1,108 New
RWM
5771
Ruedi Wealth Management
Illinois
$206K +$206K +1,105 New
PFA
5772
Providence Financial Advisors
Kansas
$206K +$205K +1,103 New
VFO
5773
Virtus Family Office
Texas
$205K +$205K +1,101 New
CFG
5774
CMC Financial Group
Georgia
$205K – – –
ACM
5775
Ardent Capital Management
Ohio
$205K – – –