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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
2476
Financial Management Professionals
Texas
$221K -$4.82K -175 -2%
FWM
2477
FMB Wealth Management
California
$221K +$5.24K +190 +3%
TIM
2478
Total Investment Management
Arizona
$221K +$6.64K +241 +3%
SWM
2479
Stockman Wealth Management
Montana
$221K -$11K -400 -5%
PWP
2480
Phillips Wealth Planners
Mississippi
$221K -$34.1K -1,236 -14%
OAS
2481
Optivise Advisory Services
Tennessee
$221K +$13.6K +492 +7%
MI
2482
Motiv8 Investments
Florida
$221K -$41.9K -1,519 -17%
OW
2483
Olistico Wealth
Oklahoma
$220K +$63.9K +2,318 +44%
S
2484
Sachetta
Massachusetts
$220K +$28.4K +1,031 +16%
HFS
2485
Hoge Financial Services
Pennsylvania
$220K +$7.72K +280 +4%
SPP
2486
Single Point Partners
Massachusetts
$220K -$13.8K -500 -6%
VBCG
2487
Valley Brook Capital Group
Pennsylvania
$220K
FFS
2488
Flavin Financial Services
Florida
$220K +$248 +9 +0.1%
HR
2489
Howe & Rusling
New York
$220K -$112K -4,055 -35%
FTA
2490
Financial & Tax Architects
Missouri
$220K +$9.81K +356 +5%
HIS
2491
Harvest Investment Services
Illinois
$219K +$209K +7,570 New
PCM
2492
Payne Capital Management
New York
$219K +$209K +7,569 New
3IP
2493
3Chopt Investment Partners
Virginia
$219K -$35.2K -1,276 -14%
WCM
2494
Warburton Capital Management
Oklahoma
$219K +$20.2K +734 +10%
CWA
2495
Consilio Wealth Advisors
Washington
$219K +$6.61K +240 +3%
CL
2496
CIM LLC
New York
$219K -$7.25K -263 -3%
TWM
2497
TriaGen Wealth Management
California
$219K +$11.2K +407 +6%
AA
2498
AF Advisors
California
$219K +$717 +26 +0.3%
FA
2499
Fagan Associates
New York
$218K
WWA
2500
Wingate Wealth Advisors
Massachusetts
$218K +$208K +7,546 New