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Name Holding Trade Value Shares
Change
Change in
Stake
PRP
726
Peak Retirement Planning
Ohio
$295K +$1.89K +16 +0.7%
CWA
727
Centennial Wealth Advisory
Michigan
$295K +$289K +2,452 New
WA
728
Westfuller Advisors
New York
$293K +$281K +2,377 +3,714%
HI
729
Harbour Investments
Wisconsin
$293K +$2.6K +22 +0.9%
FWA
730
FSM Wealth Advisors
Ohio
$292K +$14K +119 +5%
HFS
731
Hantz Financial Services
Michigan
$292K +$33K +280 +13%
SGCA
732
Steel Grove Capital Advisors
Tennessee
$291K -$1.74M -14,769 -86%
FPH
733
Financial Planning Hawaii
Hawaii
$288K -$24.8K -210 -8%
TCWA
734
Turtle Creek Wealth Advisors
Texas
$288K -$6.02K -51 -2%
PP
735
PDS Planning
Ohio
$288K +$3.78K +32 +1%
DTL
736
Dynamic Technology Lab
Singapore
$287K +$282K +2,386 New
SP
737
SmartHarvest Portfolios
Washington
$287K -$13.8K -117 -5%
EWA
738
EverSource Wealth Advisors
Alabama
$286K -$140K -1,189 -33%
FMLI
739
Fukoku Mutual Life Insurance
Japan
$285K – – –
RG
740
Rathbones Group
United Kingdom
$285K – – –
WIM
741
WealthPlan Investment Management
Nebraska
$280K -$9.32K -79 -3%
EFS
742
Essex Financial Services
Connecticut
$280K +$275K +2,332 New
ATPW
743
Ashton Thomas Private Wealth
Arizona
$280K -$11.3K -96 -4%
BAM
744
Belpointe Asset Management
Nevada
$278K -$1.65K -14 -0.6%
FCA
745
Fortis Capital Advisors
Kansas
$278K -$1.65K -14 -0.6%
IWM
746
Integris Wealth Management
California
$277K – – –
SAG
747
SageView Advisory Group
California
$276K -$15.3K -130 -5%
CT
748
Chicago Trust
Illinois
$275K -$4.13K -35 -2%
AFT
749
Alpha Family Trust
California
$274K – – –
ICP
750
Interchange Capital Partners
Pennsylvania
$272K +$5.43K +46 +2%