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Name Holding Trade Value Shares
Change
Change in
Stake
GWA
2851
GGM Wealth Advisors
Maryland
$219K +$327 +2 +0.2%
JEST
2852
JTC Employer Solutions Trustee
Jersey
$218K
PWA
2853
Peterson Wealth Advisors
Utah
$218K +$205K +1,256 New
BRA
2854
Biechele Royce Advisors
Indiana
$217K +$204K +1,248 New
VCP
2855
Vista Capital Partners
Oregon
$217K +$204K +1,248 New
RP
2856
Riverwater Partners
Wisconsin
$217K +$204K +1,249 New
SC
2857
Seldon Capital
California
$217K +$204K +1,249 New
SSC
2858
Syverson Strege & Co
Iowa
$216K +$15.8K +97 +8%
WF
2859
Warner Financial
Maryland
$216K +$203K +1,241 New
TA
2860
TruWealth Advisors
Louisiana
$216K +$203K +1,242 New
TWM
2861
TriaGen Wealth Management
California
$216K +$203K +1,243 New
HWM
2862
HFR Wealth Management
New York
$216K +$203K +1,244 New
BAM
2863
Bosun Asset Management
Illinois
$214K +$201K +1,231 New
FI
2864
FIDELIS iM
Oregon
$214K +$201K +1,232 New
W
2865
WealthOne
New York
$213K -$46.2K -283 -19%
SA
2866
Syntax Advisors
New York
$213K +$200K +1,226 New
VCG
2867
Vantage Consulting Group
Virginia
$213K +$200K +1,226 New
BWM
2868
BCS Wealth Management
Tennessee
$212K +$199K +1,219 New
GSEP
2869
Golden State Equity Partners
California
$211K -$49.3K -302 -20%
AA
2870
Aufman Associates
Pennsylvania
$211K +$199K +1,216 New
HFAS
2871
Hummer Financial Advisory Services
Illinois
$210K +$196K +1,200 New
B
2872
Bridgeworth
Alabama
$210K +$197K +1,207 New
TI
2873
tru Independence
Oregon
$210K +$197K +1,207 New
BA
2874
Bluesphere Advisors
Pennsylvania
$210K +$197K +1,209 New
PFG
2875
Piershale Financial Group
Illinois
$210K +$197K +1,209 New