Name Holding Trade Value Shares
Change
Change in
Stake
WRPWM
2376
Werba Rubin Papier Wealth Management
California
$270K +$256K +9,633 New
VC
2377
Vicus Capital
Pennsylvania
$270K -$20.4K -765 -7%
GIP
2378
Greatmark Investment Partners
Georgia
$270K +$36.4K +1,369 +17%
SWM
2379
SHP Wealth Management
Massachusetts
$270K +$42.7K +1,602 +20%
GSWA
2380
Good Steward Wealth Advisors
Tennessee
$269K -$53 -2 -0%
BIG
2381
Brookwood Investment Group
Arizona
$269K -$252K -9,469 -50%
KFC
2382
Klingenstein Fields & Co
New York
$268K – – –
CFA
2383
Capstone Financial Advisors
Illinois
$267K +$7.03K +264 +3%
LCM
2384
Leisure Capital Management
California
$266K – – –
EWM
2385
Evermay Wealth Management
Virginia
$266K +$7.99K +300 +3%
SWA
2386
Strategies Wealth Advisors
Michigan
$266K -$10.7K -402 -4%
PTB
2387
Pioneer Trust Bank
Oregon
$265K +$252K +9,454 New
AIM
2388
Aspen Investment Management
Michigan
$265K -$10.6K -400 -4%
SFC
2389
SYM Financial Corp
Indiana
$265K +$12.2K +459 +5%
SWM
2390
Stronghold Wealth Management
Florida
$265K +$3.51K +132 +1%
BW
2391
Basepoint Wealth
Iowa
$264K +$2.82K +106 +1%
WAL
2392
W Advisors LLC
Tennessee
$263K +$250K +9,382 New
SAM
2393
S.A. Mason
Michigan
$263K +$14.2K +534 +6%
PWP
2394
Perfromance Wealth Partners
Illinois
$262K -$4.66K -175 -2%
VCP
2395
Vista Capital Partners
Oregon
$262K +$248K +9,318 New
CWWM
2396
Clear Wave Wealth Management
New Jersey
$262K +$248K +9,314 New
MIA
2397
MMBG Investment Advisors
Florida
$261K -$707K -26,567 -74%
SIAG
2398
Safeguard Investment Advisory Group
California
$261K -$19K -715 -7%
GA
2399
Greenspring Advisors
Maryland
$260K +$247K +9,274 New
MW
2400
Maia Wealth
Colorado
$260K +$6.55K +246 +3%