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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2826
Scissortail Wealth Management
Oklahoma
$383K +$4.06K +10 +1%
OCM
2827
Osbon Capital Management
Massachusetts
$382K -$406 -1 -0.1%
GA
2828
Gordian Advisors
Arizona
$382K
PA
2829
Perennial Advisors
New York
$382K
SIC
2830
Sigma Investment Counselors
Michigan
$382K +$325K +800 New
CFG
2831
CKW Financial Group
Hawaii
$382K +$3.65K +9 +1%
ABTD
2832
Arvest Bank Trust Division
Oklahoma
$382K +$39K +96 +14%
FWM
2833
Fonville Wealth Management
Virginia
$381K
AWA
2834
Acorn Wealth Advisors
Michigan
$381K -$13K -32 -4%
SI
2835
Stonekeep Investments
New Mexico
$380K +$8.12K +20 +3%
HSG
2836
Helen Stephens Group
Texas
$380K -$77.1K -190 -19%
RWM
2837
Rialto Wealth Management
New York
$380K +$52.8K +130 +20%
BI
2838
BFI Infinity
Switzerland
$379K +$322K +793 New
PMFA
2839
Plante Moran Financial Advisors
Michigan
$376K +$304K +750 +1,974%
AWA
2840
A4 Wealth Advisors
North Carolina
$376K +$319K +787 New
BFWA
2841
Benchmark Financial Wealth Advisors
Florida
$375K -$81.2K -200 -20%
BBPWM
2842
Blue Bell Private Wealth Management
Pennsylvania
$375K +$8.12K +20 +3%
SA
2843
Scarborough Advisors
Maryland
$375K -$38.5K -95 -10%
IA
2844
Invested Advisors
Pennsylvania
$374K -$132K -325 -29%
AWP
2845
Axis Wealth Partners
Rhode Island
$373K -$154K -380 -33%
FCCM
2846
First City Capital Management
Georgia
$373K
PIP
2847
Peachtree Investment Partners
Florida
$373K +$53.6K +132 +20%
WAG
2848
Wilkerson Advisory Group
Missouri
$371K -$155K -381 -33%
SWG
2849
Summit Wealth Group
Vermont
$371K -$10.6K -26 -3%
ACM
2850
AUA Capital Management
Pennsylvania
$370K +$314K +775 New