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Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
2176
Ullmann Wealth Partners Group
Florida
$276K +$962 +38 +0.3%
FWA
2177
Flagship Wealth Advisors
Massachusetts
$275K -$20.2K -797 -7%
GHA
2178
GW Henssler & Associates
Georgia
$275K +$177 +7 +0.1%
LWM
2179
Liberty Wealth Management
California
$275K +$11.3K +447 +4%
HWA
2180
HHM Wealth Advisors
Tennessee
$274K -$15.2K -599 -5%
GCM
2181
Greenland Capital Management
New York
$274K -$2.11M -83,260 -88%
NWA
2182
New World Advisors
Massachusetts
$274K -$108K -4,264 -28%
BWM
2183
Biltmore Wealth Management
Arizona
$274K +$51 +2 +0%
HP
2184
HT Partners
Connecticut
$273K – – –
GAM
2185
Gemmer Asset Management
California
$273K -$47.5K -1,877 -15%
RBWA
2186
RFG - Bristol Wealth Advisors
Massachusetts
$273K -$3.9K -154 -1%
SWM
2187
Stockman Wealth Management
Montana
$273K +$73.9K +2,919 +36%
JMA
2188
J.M. Arbour
Maine
$273K +$278K +10,979 New
SFGP
2189
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$272K +$4.46K +176 +2%
POIA
2190
Pin Oak Investment Advisors
Texas
$272K -$21.3K -840 -8%
WJA
2191
Willis Johnson & Associates
Texas
$271K -$30.3K -1,195 -10%
WAM
2192
Worth Asset Management
Texas
$271K -$36.4K -1,438 -12%
BWM
2193
Buska Wealth Management
Wisconsin
$271K -$68.3K -2,698 -20%
KOC
2194
Koss-Olinger Consulting
Florida
$271K -$12.9K -510 -4%
BW
2195
Bravera Wealth
North Dakota
$271K +$276K +10,896 New
MWA
2196
Mills Wealth Advisors
Texas
$270K -$734 -29 -0.3%
LAS
2197
Lloyd Advisory Services
Georgia
$270K -$43.5K -1,718 -14%
PL
2198
PeakShares LLC
Florida
$270K +$275K +10,872 New
BWA
2199
Basecamp Wealth Advisors
Washington
$270K +$275K +10,852 New
BCI
2200
Blue Capital Inc
Nebraska
$269K +$15.3K +603 +6%