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Name Holding Trade Value Shares
Change
Change in
Stake
OFW
1901
Omnia Family Wealth
Florida
$243K -$17.2K -199 -7%
SWM
1902
Seed Wealth Management
Illinois
$242K +$28.8K +332 +14%
EA
1903
Emerald Advisors
Washington
$242K -$26.9K -310 -11%
LWA
1904
Lineweaver Wealth Advisors
Ohio
$242K +$6.85K +79 +3%
SIM
1905
Studio Investment Management
Illinois
$241K +$520 +6 +0.2%
PFM
1906
Patton Fund Management
Texas
$241K +$228K +2,627 New
WCWM
1907
Willow Creek Wealth Management
California
$241K -$1.65K -19 -0.7%
FSA
1908
Fort Sheridan Advisors
Illinois
$240K -$3.03K -35 -1%
SAF
1909
Smith Anglin Financial
Texas
$240K -$15.7K -181 -6%
MSFS
1910
Main Street Financial Solutions
Pennsylvania
$238K +$2.34K +27 +1%
GFP
1911
Gryphon Financial Partners
Ohio
$238K -$14.1K -163 -6%
Two Sigma Investments
1912
Two Sigma Investments
New York
$238K -$8.43M -97,279 -97%
B
1913
BetterWealth
California
$238K -$1.82K -21 -0.8%
I
1914
INVST
Indiana
$238K -$123K -1,414 -35%
SWM
1915
Silverlake Wealth Management
Vermont
$237K +$224K +2,587 New
EWA
1916
Etesian Wealth Advisors
Oregon
$237K
PAM
1917
Peak Asset Management
Colorado
$237K
CPSAC
1918
Chas P. Smith & Associates (CPS)
Florida
$236K -$312K -3,605 -58%
HWM
1919
Horizon Wealth Management
Illinois
$236K -$2.34K -27 -1%
YWS
1920
Yarger Wealth Strategies
Ohio
$235K +$7.97K +92 +4%
SFG
1921
Seamount Financial Group
Colorado
$235K +$222K +2,562 New
WP
1922
WealthPLAN Partners
Nebraska
$234K +$29.4K +339 +15%
CWM
1923
Cedar Wealth Management
California
$234K
SCM
1924
Stonehearth Capital Management
Massachusetts
$234K
NWA
1925
New World Advisors
Massachusetts
$232K -$7.54K -87 -3%