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Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
2851
Retirement Planning Group (Kansas)
Kansas
$250K +$254K +739 New
PWA
2852
Prairie Wealth Advisors
Nebraska
$249K – – –
BCM
2853
Bienville Capital Management
New York
$249K – – –
PWS
2854
Pursuit Wealth Strategies
North Carolina
$249K +$21K +61 +9%
CFP
2855
Comprehensive Financial Planning
Pennsylvania
$249K +$25.8K +75 +11%
CFA
2856
Camarda Financial Advisors
Florida
$249K +$253K +736 New
BWM
2857
Bullock Wealth Management
Indiana
$249K -$3.79K -11 -1%
RIM
2858
RW Investment Management
Idaho
$247K +$252K +731 New
KAM
2859
Knightsbridge Asset Management
California
$247K -$3.1K -9 -1%
WG
2860
Warner Group
Connecticut
$246K +$3.79K +11 +2%
IF
2861
IRON Financial
Illinois
$246K +$250K +727 New
GLLW
2862
Graves Light Lenhart Wealth
Virginia
$246K -$73.3K -213 -23%
NSIM
2863
North Star Investment Management
Illinois
$246K +$10.7K +31 +4%
TSW
2864
Three Seasons Wealth
Utah
$245K +$3.1K +9 +1%
WOSD
2865
WFA of San Diego
California
$245K – – –
VCM
2866
Verde Capital Management
Michigan
$245K +$249K +725 New
CCA
2867
Cora Capital Advisors
New Jersey
$245K +$249K +725 New
EA
2868
Echo45 Advisors
California
$245K +$10.7K +31 +4%
ACM
2869
Accent Capital Management
Ohio
$244K +$95.3K +277 +62%
RPCONE
2870
Retirement Planning Company of New England
Rhode Island
$244K – – –
IAAG
2871
Innovative Asset Advisors Group
Connecticut
$244K +$248K +721 New
BW
2872
Balance Wealth
Ohio
$244K +$1.03K +3 +0.4%
Mill Creek Capital Advisors
2873
Mill Creek Capital Advisors
Pennsylvania
$244K +$14.5K +42 +6%
PTCG
2874
Pring Turner Capital Group
California
$243K – – –
TW
2875
TritonPoint Wealth
Maryland
$243K +$13.1K +38 +6%