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Name Holding Trade Value Shares
Change
Change in
Stake
DFS
3751
Demming Financial Services
Ohio
$280K +$6.36K +16 +2%
Members Trust
3752
Members Trust
Florida
$280K
LWM
3753
Level Wealth Management
North Carolina
$279K -$17.5K -44 -6%
SHJ
3754
Sharkey, Howes & Javer
Colorado
$278K +$263K +662 New
SIP
3755
Snowwater Investment Partners
Connecticut
$278K +$263K +662 New
CWM
3756
CarsonAllaria Wealth Management
Illinois
$278K -$91.9K -231 -26%
SWM
3757
Shakespeare Wealth Management
Wisconsin
$278K +$4.77K +12 +2%
RIS
3758
Retirement Income Solutions
Michigan
$278K
CA
3759
Cumberland Advisors
Florida
$278K
TFG
3760
Taylor Financial Group
Virginia
$278K
FF
3761
Farnam Financial
Arizona
$278K +$262K +660 New
FFA
3762
Frazier Financial Advisors
Ohio
$277K -$4.77K -12 -2%
TWCA
3763
Two West Capital Advisors
Kansas
$277K -$294K -738 -50%
NRW
3764
Nova R Wealth
Kansas
$277K -$7.16K -18 -3%
LPP
3765
Life Planning Partners
Florida
$277K -$853K -2,144 -77%
SFC
3766
Summit Financial Consulting
Michigan
$276K +$4.38K +11 +2%
WA
3767
Waterford Advisors
New York
$276K -$24.7K -62 -9%
PCM
3768
Pointe Capital Management
Michigan
$276K
WN
3769
Williams & Novak
California
$276K +$261K +656 New
MHIC
3770
Marble Harbor Investment Counsel
Massachusetts
$275K
CWA
3771
Capital Wealth Alliance
Arizona
$275K +$261K +655 New
AFW
3772
Atlantic Family Wealth
Florida
$274K -$52.5K -132 -17%
RA
3773
RiverPark Advisors
New York
$274K +$189K +474 +268%
CWM
3774
Cadence Wealth Management
Massachusetts
$274K +$28.2K +71 +12%
OPW
3775
Osprey Private Wealth
New York
$273K -$3.98K -10 -2%