Name Holding Trade Value Shares
Change
Change in
Stake
PWP
2226
Phillips Wealth Planners
Mississippi
$308K +$2.44K +14 +0.7%
CWA
2227
CJM Wealth Advisers
Virginia
$308K +$259K +1,484 New
NRC
2228
New Republic Capital
North Carolina
$308K +$259K +1,483 New
MWA
2229
Motive Wealth Advisors
Michigan
$308K +$259K +1,483 New
GTAM
2230
Global Trust Asset Management
Florida
$308K +$79K +453 +44%
RFWA
2231
RPg Family Wealth Advisory
Massachusetts
$307K +$258K +1,481 New
OPWM
2232
Oakwell Private Wealth Management
Texas
$307K +$258K +1,479 New
TF
2233
Tompkins Financial
New York
$307K +$5.58K +32 +2%
TNA
2234
True North Advisors
Texas
$306K +$258K +1,477 New
MFG
2235
Monte Financial Group
Connecticut
$306K -$99.4K -570 -28%
AWA
2236
Amplius Wealth Advisors
Pennsylvania
$306K +$257K +1,474 New
2L
2237
25 LLC
Missouri
$306K +$310K +1,779 New
IFA
2238
Index Fund Advisors
California
$305K +$257K +1,472 New
RBCM
2239
Raub Brock Capital Management
California
$305K +$256K +1,470 New
SA
2240
Syntax Advisors
New York
$305K +$256K +1,469 New
VCG
2241
Vantage Consulting Group
Virginia
$305K +$256K +1,469 New
AF
2242
Aldebaran Financial
$304K -$163K -932 -39%
GFPC
2243
Global Financial Private Client
Florida
$303K +$15.2K +87 +6%
CWMGP
2244
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$303K +$255K +1,461 New
CNBT
2245
Canandaigua National Bank & Trust
New York
$303K +$255K +1,461 New
RTC
2246
Riverview Trust Company
Washington
$303K +$102K +585 +67%
FWIA
2247
Fort Washington Investment Advisors
Ohio
$302K -$74.3K -426 -23%
ODIJL
2248
One Day In July LLC
Vermont
$302K +$254K +1,457 New
LWM
2249
LJI Wealth Management
Indiana
$301K +$253K +1,452 New
WPP
2250
Whalerock Point Partners
Rhode Island
$301K +$253K +1,452 New