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Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
2526
Waller Financial Planning Group
Ohio
$336K +$322K +1,354 New
LCC
2527
Lincoln Capital Corp
Rhode Island
$335K -$44.9K -189 -12%
PFP
2528
Paragon Financial Partners
California
$335K -$3.56K -15 -1%
NA
2529
Nordwand Advisors
Pennsylvania
$335K +$35.6K +150 +13%
EWP
2530
Engrave Wealth Partners
Texas
$335K -$364K -1,530 -53%
KW
2531
KWB Wealth
California
$335K – – –
PFS
2532
Physicians Financial Services
North Carolina
$334K -$71.3K -300 -18%
WIA
2533
Wetzel Investment Advisors
Indiana
$334K +$320K +1,345 New
PIWA
2534
Prevail Innovative Wealth Advisors
Kansas
$333K +$53K +223 +20%
DE
2535
Day & Ennis
Georgia
$333K – – –
HC
2536
Hamilton Capital
Ohio
$333K -$8.32K -35 -3%
LFGO
2537
Legacy Financial Group (Oklahoma)
Oklahoma
$332K -$1.66K -7 -0.5%
SSW
2538
Smith Shellnut Wilson
Mississippi
$332K – – –
IF
2539
IRON Financial
Illinois
$330K – – –
SC
2540
Stephens Consulting
Michigan
$329K – – –
TF
2541
Tompkins Financial
New York
$329K -$71.5K -301 -19%
IWN
2542
Independent Wealth Network
Iowa
$329K +$24K +101 +8%
Index Fund Advisors
2543
Index Fund Advisors
California
$328K – – –
CC
2544
Copperleaf Capital
North Carolina
$328K – – –
MPCL
2545
My Personal CFO LLC
Washington
$328K +$57K +240 +22%
KC
2546
Kinloch Capital
Virginia
$327K -$289K -1,215 -48%
RPCA
2547
Running Point Capital Advisors
California
$327K +$111K +468 +55%
PIA
2548
Panoramic Investment Advisors
Colorado
$327K +$119K +501 +62%
SIA
2549
Schear Investment Advisers
Ohio
$327K -$46.3K -195 -13%
TPWM
2550
Twelve Points Wealth Management
Massachusetts
$326K +$9.51K +40 +3%