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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
5876
McMill Wealth Management
Nebraska
$211K +$217K +1,057 New
SFA
5877
Spectrum Financial Alliance
Kentucky
$211K -$70.3K -342 -25%
LCP
5878
Larch Capital Partners
Florida
$210K +$216K +1,050 New
IWS
5879
Intentional Wealth Strategies
Colorado
$210K +$17.1K +83 +9%
OPWM
5880
Oregon Pacific Wealth Management
Oregon
$210K +$215K +1,048 New
UCI
5881
Uncommon Cents Investing
Wisconsin
$208K +$214K +1,041 New
WWA
5882
Wingate Wealth Advisors
Massachusetts
$208K +$214K +1,041 New
BCWM
5883
Ball & Co Wealth Management
Tennessee
$208K +$214K +1,040 New
WFP
5884
Wrenne Financial Planning
Kentucky
$208K +$214K +1,039 New
RWS
5885
Rochester Wealth Strategies
Michigan
$207K +$212K +1,033 New
TWA
5886
Trace Wealth Advisors
California
$206K +$212K +1,032 New
TBFA
5887
Three Bearings Fiduciary Advisors
New Hampshire
$206K – – –
AIA
5888
Arcadia Investment Advisors
Idaho
$206K – – –
MCM
5889
MontVue Capital Management
Virginia
$206K +$212K +1,030 New
TWP
5890
TFO Wealth Partners
Ohio
$206K -$53.5K -260 -20%
AI
5891
Atomic Invest
New York
$206K -$43.2K -210 -17%
TF
5892
TME Financial
California
$205K +$210K +1,022 New
MWM
5893
Magnolia Wealth Management
Alabama
$204K +$206 +1 +0.1%
CIM
5894
Confluence Investment Management
Missouri
$203K +$208K +1,013 New
RCM
5895
Radnor Capital Management
Pennsylvania
$201K +$207K +1,007 New
FWM
5896
Forza Wealth Management
Florida
$200K -$97.7K -475 -32%
WIC
5897
Whitegate Investment Counselors
New Hampshire
$200K +$206K +1,002 New
IMA
5898
Investment Management Associates
Colorado
$200K – – –
ANBOT
5899
American National Bank of Texas
Texas
$200K +$206K +1,000 New
ACM
5900
Ashford Capital Management
Delaware
$200K +$206K +1,000 New