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Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
2076
Hurlow Wealth Management Group
Indiana
$188K +$5.91K +346 +3%
WBC
2077
West Branch Capital
Massachusetts
$188K -$81.8K -4,788 -31%
BWM
2078
Biltmore Wealth Management
Arizona
$186K – – –
MI
2079
Motiv8 Investments
Florida
$186K -$68.5K -4,009 -28%
OPPS
2080
Obsidian Personal Planning Solutions
Maryland
$186K -$6.83K -400 -4%
WFA
2081
WestHill Financial Advisors
California
$185K -$7.99K -468 -4%
BONH
2082
Bank of New Hampshire
New Hampshire
$185K -$7.96K -466 -4%
PP
2083
Pacifica Partners
Canada
$185K +$17.1K +1,000 +10%
MFT
2084
Moisand Fitzgerald Tamayo
Florida
$184K -$5.43K -318 -3%
PFA
2085
Professional Financial Advisors
Nebraska
$184K -$683 -40 -0.4%
A
2086
AJOVista
Massachusetts
$184K – – –
CWM
2087
Collaborative Wealth Management
Florida
$184K -$6.85K -401 -4%
CFGA
2088
Cambridge Financial Group (Arizona)
Arizona
$183K – – –
MWM
2089
MBE Wealth Management
Wisconsin
$183K +$85 +5 +0%
AC
2090
AXQ Capital
New Jersey
$183K +$178K +10,400 New
JWCA
2091
J.W. Coons Advisors
Ohio
$183K – – –
EWM
2092
Endowment Wealth Management
Wisconsin
$182K -$1.23K -72 -0.7%
GIM
2093
Greylin Investment Management
Virginia
$182K – – –
KPWG
2094
KFA Private Wealth Group
Virginia
$181K +$2.78K +163 +2%
KWS
2095
Keystone Wealth Services
California
$181K +$4.03K +236 +2%
CWA
2096
CJM Wealth Advisers
Virginia
$181K – – –
SA
2097
Strategic Advocates
Utah
$180K -$91.8K -5,376 -34%
RFA
2098
Rollins Financial Advisors
New York
$180K +$175K +10,227 New
MAWA
2099
Moss Adams Wealth Advisors
Washington
$180K +$174K +10,218 New
PWM
2100
Palumbo Wealth Management
New York
$180K +$1.98K +116 +1%