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Name Holding Trade Value Shares
Change
Change in
Stake
PIFP
2701
Partners in Financial Planning
Virginia
$335K
AWM
2702
Aspire Wealth Management
Massachusetts
$335K -$4.94K -97 -1%
SNBOSD
2703
Security National Bank of So Dak
Iowa
$335K -$764 -15 -0.2%
RCM
2704
RB Capital Management
Nevada
$335K +$48.2K +945 +17%
FP
2705
Fiduciary Planning
Florida
$334K -$2.65K -52 -0.8%
OPWM
2706
Oxinas Partners Wealth Management
Indiana
$334K +$1.68K +33 +0.5%
PWA
2707
Pillar Wealth Advisors
Pennsylvania
$333K
RBCM
2708
Raub Brock Capital Management
California
$333K
BWM
2709
BCGM Wealth Management
Indiana
$333K +$27.6K +542 +9%
WC
2710
Weil Company
California
$332K
SAM
2711
Smithbridge Asset Management
Pennsylvania
$332K +$323K +6,337 New
ODFS
2712
O'Donnell Financial Services
California
$331K -$764 -15 -0.2%
GPWA
2713
Great Point Wealth Advisors
Massachusetts
$330K -$71.3K -1,400 -18%
ATIA
2714
American Trust Investment Advisors
New Hampshire
$330K +$4.08K +80 +1%
AWM
2715
Alterna Wealth Management
Texas
$330K +$321K +6,300 New
TFA
2716
Teamwork Financial Advisors
Texas
$329K -$191K -3,744 -37%
HIP
2717
HUB Investment Partners
Texas
$329K +$2.85K +56 +0.9%
CA
2718
Centerpoint Advisors
Massachusetts
$328K +$122K +2,400 +62%
ICP
2719
Interchange Capital Partners
Pennsylvania
$327K -$13.7K -268 -4%
FWM
2720
Fingerlakes Wealth Management
New York
$327K +$2.5K +49 +0.8%
SCA
2721
Scott Capital Advisors
Oregon
$327K +$44.2K +867 +16%
BWA
2722
Beam Wealth Advisors
Louisiana
$327K +$66.2K +1,300 +26%
BCP
2723
Blue Chip Partners
Michigan
$326K +$28.1K +552 +10%
AIM
2724
Aurora Investment Managers
Florida
$326K +$51K +1,000 +19%
HA
2725
HYA Advisors
Missouri
$325K -$6.12K -120 -2%