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Name Holding Trade Value Shares
Change
Change in
Stake
WG
2351
Welch Group
Alabama
$351K +$268K +1,341 New
PCA
2352
Peddock Capital Advisors
Massachusetts
$351K +$6K +30 +2%
CC
2353
Copperleaf Capital
North Carolina
$350K -$10.8K -54 -4%
SSW
2354
Smith Shellnut Wilson
Mississippi
$349K
IF
2355
IRON Financial
Illinois
$348K -$2.4K -12 -0.9%
LCM
2356
LCM Capital Management
Illinois
$348K +$266K +1,328 New
JF
2357
JSF Financial
California
$347K +$14.4K +72 +6%
LAS
2358
LWM Advisory Services
Florida
$347K +$18.4K +92 +8%
SC
2359
Stephens Consulting
Michigan
$347K -$100K -500 -27%
RWP
2360
RWA Wealth Partners
Massachusetts
$347K -$80K -400 -23%
LWM
2361
LJI Wealth Management
Indiana
$346K -$26.2K -131 -9%
TFA
2362
Tobias Financial Advisors
Florida
$346K +$17K +85 +7%
HWP
2363
Heritage Wealth Partners
Ohio
$345K +$263K +1,317 New
MKC
2364
M. Kraus & Co
Vermont
$344K -$7.2K -36 -3%
BCM
2365
Barometer Capital Management
Ontario, Canada
$340K +$260K +1,300 New
BFO
2366
Biltmore Family Office
North Carolina
$340K -$1.4K -7 -0.5%
AMG
2367
Advisors Management Group
Wisconsin
$340K +$600 +3 +0.2%
MWM
2368
Mascoma Wealth Management
New Hampshire
$340K -$84.8K -424 -24%
AMBIA
2369
Allen Mooney & Barnes Investment Advisors
Georgia
$340K -$45.4K -227 -15%
LIA
2370
LifePlan Investment Advisors
North Carolina
$339K +$259K +1,295 New
AFM
2371
Abbot Financial Management
Massachusetts
$339K -$19K -95 -7%
LC
2372
Lincoln Capital
Nebraska
$338K
BCG
2373
Breakwater Capital Group
New Jersey
$338K +$52.4K +262 +25%
FFP
2374
FourThought Financial Partners
Florida
$337K +$18.4K +92 +8%
WLIM
2375
White Lighthouse Investment Management
Massachusetts
$337K +$257K +1,287 New