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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
2701
Beaird Harris Wealth Management
Texas
$289K -$20.6K -478 -6%
EL
2702
EMFO LLC
Florida
$289K
TWM
2703
TriaGen Wealth Management
California
$287K -$2.59K -60 -0.8%
SAMC
2704
Spectrum Asset Management (California)
California
$287K
TI
2705
TTP Investments
California
$287K -$3.46K -80 -1%
GB
2706
Goepper Burkhardt
South Carolina
$286K -$25.2K -584 -8%
MF
2707
Manchester Financial
California
$286K -$2.33K -54 -0.8%
PIFP
2708
Partners in Financial Planning
Virginia
$286K
NCM
2709
Neumann Capital Management
California
$286K
AIS
2710
American Investment Services
Massachusetts
$286K
CFO
2711
Callan Family Office
Pennsylvania
$285K +$2.89K +67 +1%
SHWM
2712
Silicon Hills Wealth Management
Texas
$285K +$13.6K +315 +5%
CWA
2713
CJM Wealth Advisers
Virginia
$285K -$10.5K -242 -3%
MWP
2714
Madison Wealth Partners
Wisconsin
$284K -$12.2K -283 -4%
AWA
2715
Artemis Wealth Advisors
New York
$283K
PIM
2716
Profit Investment Management
Maryland
$283K
OKSA
2717
O'Keefe Stevens Advisory
New York
$282K +$36.5K +846 +14%
CAM
2718
Chesapeake Asset Management
New York
$282K +$298K +6,901 New
SDH
2719
Sloy Dahl & Holst
Washington
$281K
SEIA
2720
Signature Estate & Investment Advisors
California
$281K +$7.77K +180 +3%
AF
2721
Aldebaran Financial
$280K -$31.1K -721 -9%
PWM
2722
Prosperity Wealth Management
California
$279K +$107K +2,466 +56%
SEP
2723
Southland Equity Partners
Missouri
$279K +$8.03K +186 +3%
VPP
2724
Vertex Planning Partners
Illinois
$279K -$204K -4,723 -41%
GFG
2725
Goldstone Financial Group
Illinois
$278K +$295K +6,826 New