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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2401
Triumph Capital Management
Colorado
$229K -$225K -9,126 -50%
BSTWA
2402
Blake Schutter Theil Wealth Advisors
Ohio
$229K -$84.9K -3,440 -28%
MPM
2403
Meritage Portfolio Management
Kansas
$229K -$864 -35 -0.4%
OWA
2404
Opal Wealth Advisors
New York
$229K -$16.6K -673 -7%
WA
2405
Wealth Architects
California
$228K +$221K +8,935 New
PFA
2406
Portland Financial Advisors
New York
$228K +$220K +8,932 New
DWM
2407
Denver Wealth Management
Colorado
$227K -$70.9K -2,872 -24%
CPC
2408
Congress Park Capital
New York
$227K +$9.26K +375 +4%
NAMNJ
2409
NorthStar Asset Management (New Jersey)
New Jersey
$227K -$2.39K -97 -1%
VFG
2410
Valley Financial Group
Pennsylvania
$227K +$1.21K +49 +0.6%
BCP
2411
Blue Chip Partners
Michigan
$226K +$2.2K +89 +1%
LF
2412
Lighthouse Financial
Florida
$226K – – –
First Command Advisory Services
2413
First Command Advisory Services
Texas
$226K -$59.2K -2,400 -21%
CWMGO
2414
Capstone Wealth Management Group (Oregon)
Oregon
$226K +$219K +8,860 New
GPA
2415
Garrison Point Advisors
California
$225K +$218K +8,819 New
LWM
2416
Liberty Wealth Management
California
$225K -$28.4K -1,152 -12%
MCIA
2417
Mountain Capital Investment Advisors
Colorado
$224K +$6.22K +252 +3%
UWPG
2418
Ullmann Wealth Partners Group
Florida
$224K +$217K +8,800 New
BFPW
2419
BOK Financial Private Wealth
Colorado
$224K – – –
AFAS
2420
Acorn Financial Advisory Services
Virginia
$224K +$217K +8,795 New
GPA
2421
Guerra Pan Advisors
New Jersey
$224K – – –
OFS
2422
Orrstown Financial Services
Pennsylvania
$224K -$13.8K -561 -6%
MWM
2423
Mattern Wealth Management
Kansas
$223K +$4.81K +195 +2%
MAWCM
2424
Mine & Arao Wealth Creation & Management
California
$223K -$3.43K -139 -2%
Advance Capital Management
2425
Advance Capital Management
Michigan
$222K -$272 -11 -0.1%