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Name Holding Trade Value Shares
Change
Change in
Stake
SSA
1851
Sierra Summit Advisors
Nevada
$258K +$57.7K +3,316 +32%
W
1852
Wealthquest
Ohio
$258K -$96.1K -5,524 -29%
WJA
1853
Willis Johnson & Associates
Texas
$258K +$1.81K +104 +0.8%
SRC
1854
Sage Rhino Capital
California
$258K +$20.7K +1,190 +10%
MAWA
1855
Moss Adams Wealth Advisors
Washington
$257K +$56.2K +3,231 +32%
AWS
1856
Aspen Wealth Strategies
Colorado
$257K +$12.6K +722 +6%
GG
1857
GenWealth Group
New Jersey
$257K -$17 -1 -0%
BFA
1858
Beaumont Financial Advisors
Massachusetts
$256K -$30.7K -1,768 -12%
GIA
1859
GHP Investment Advisors
Colorado
$256K +$8.85K +509 +4%
RTC
1860
Riverview Trust Company
Washington
$255K +$10.3K +592 +5%
LSA
1861
Lion Street Advisors
Texas
$255K -$76.7K -4,411 -25%
WWG
1862
West Wealth Group
California
$255K +$41.5K +2,386 +22%
HCM
1863
Howard Capital Management
Georgia
$255K +$14.3K +821 +7%
MSFP
1864
Mark Sheptoff Financial Planning
Connecticut
$254K -$196K -11,288 -46%
MC
1865
Machina Capital
France
$251K -$870K -50,029 -79%
VP
1866
Verum Partners
North Carolina
$251K +$25K +1,437 +12%
RPGK
1867
Retirement Planning Group (Kansas)
Kansas
$251K +$229K +13,145 New
MAM
1868
MWA Asset Management
Massachusetts
$251K -$6.69K -385 -3%
CPA
1869
Clear Point Advisors
New York
$251K +$2.57K +148 +1%
SPC
1870
Spirepoint Private Client
Florida
$251K +$4.26K +245 +2%
CRC
1871
Curi RMB Capital
Illinois
$251K -$7.46K -429 -3%
CBT
1872
Central Bank & Trust
Kentucky
$251K
RFS
1873
Richardson Financial Services
Massachusetts
$251K -$29.4K -1,693 -11%
IIA
1874
IPG Investment Advisors
California
$250K
LWM
1875
Lodestone Wealth Management
Washington
$250K -$13.7K -785 -6%