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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
2476
Stratos Investment Management
Ohio
$245K +$63.1K +323 +30%
SWG
2477
Summit Wealth Group
Vermont
$245K
CG
2478
Clarus Group
Texas
$245K -$7.42K -38 -3%
AFTS
2479
American Financial & Tax Strategies
New York
$244K
LC
2480
Lincoln Capital
Nebraska
$244K
OWM
2481
Opes Wealth Management
California
$244K +$195 +1 +0.1%
EW
2482
Enzi Wealth
Texas
$244K +$1.56K +8 +0.5%
WT
2483
Washington Trust
Rhode Island
$244K -$202K -1,033 -43%
D
2484
Diversified
Delaware
$244K +$16.6K +85 +7%
MCM
2485
Morton Capital Management
California
$243K -$6.64K -34 -2%
SFM
2486
Signet Financial Management
New Jersey
$243K -$15.8K -81 -6%
IWM
2487
Iams Wealth Management
Nebraska
$242K -$127K -649 -35%
CA
2488
Calton & Associates
Florida
$242K -$634K -3,247 -70%
CA
2489
Centerpoint Advisors
Massachusetts
$241K +$11.7K +60 +5%
WAG
2490
Wiser Advisor Group
Arizona
$241K +$79.1K +405 +42%
CM
2491
Capula Management
Cayman Islands
$240K +$267K +1,368 New
BHWM
2492
Beaird Harris Wealth Management
Texas
$239K +$29.5K +151 +12%
FWM
2493
Fortress Wealth Management
California
$239K +$266K +1,360 New
TPW
2494
Tiller Private Wealth
Pennsylvania
$239K -$28.1K -144 -10%
NRC
2495
New Republic Capital
North Carolina
$239K -$113K -576 -30%
OWA
2496
Outlook Wealth Advisors
Texas
$238K +$46.1K +236 +21%
VCG
2497
Vantage Consulting Group
Virginia
$238K +$77K +394 +41%
MSA
2498
Marino Stram & Associates
Massachusetts
$238K +$16.2K +83 +7%
HC
2499
Hamilton Capital
Ohio
$238K +$3.13K +16 +1%
WFPG
2500
Waller Financial Planning Group
Ohio
$238K