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Name Holding Trade Value Shares
Change
Change in
Stake
BF
1901
bLong Financial
Tennessee
$244K – – –
EP
1902
EPIQ Partners
Minnesota
$244K -$5.72K -66 -2%
OFW
1903
Omnia Family Wealth
Florida
$243K -$17.2K -199 -7%
SWM
1904
Seed Wealth Management
Illinois
$242K +$28.8K +332 +14%
EA
1905
Emerald Advisors
Washington
$242K -$26.9K -310 -11%
LWA
1906
Lineweaver Wealth Advisors
Ohio
$242K +$6.85K +79 +3%
SIM
1907
Studio Investment Management
Illinois
$241K +$520 +6 +0.2%
PFM
1908
Patton Fund Management
Texas
$241K +$228K +2,627 New
WCWM
1909
Willow Creek Wealth Management
California
$241K -$1.65K -19 -0.7%
FSA
1910
Fort Sheridan Advisors
Illinois
$240K -$3.03K -35 -1%
SAF
1911
Smith Anglin Financial
Texas
$240K -$15.7K -181 -6%
MSFS
1912
Main Street Financial Solutions
Pennsylvania
$238K +$2.34K +27 +1%
GFP
1913
Gryphon Financial Partners
Ohio
$238K -$14.1K -163 -6%
Two Sigma Investments
1914
Two Sigma Investments
New York
$238K -$8.43M -97,279 -97%
B
1915
BetterWealth
California
$238K -$1.82K -21 -0.8%
I
1916
INVST
Indiana
$238K -$123K -1,414 -35%
SWM
1917
Silverlake Wealth Management
Vermont
$237K +$224K +2,587 New
EWA
1918
Etesian Wealth Advisors
Oregon
$237K – – –
PAM
1919
Peak Asset Management
Colorado
$237K – – –
CPSAC
1920
Chas P. Smith & Associates (CPS)
Florida
$236K -$312K -3,605 -58%
HWM
1921
Horizon Wealth Management
Illinois
$236K -$2.34K -27 -1%
YWS
1922
Yarger Wealth Strategies
Ohio
$235K +$7.97K +92 +4%
SFG
1923
Seamount Financial Group
Colorado
$235K +$222K +2,562 New
WP
1924
WealthPLAN Partners
Nebraska
$234K +$29.4K +339 +15%
CWM
1925
Cedar Wealth Management
California
$234K – – –