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Name Holding Trade Value Shares
Change
Change in
Stake
PSA
2951
Plum Street Advisors
Louisiana
$324K
KFS
2952
Kaizen Financial Strategies
California
$323K +$13.4K +33 +5%
BWM
2953
Bullock Wealth Management
Indiana
$323K +$295K +728 New
WG
2954
Welch Group
Alabama
$323K -$11.8K -29 -4%
WI
2955
WrapManager Inc
California
$323K -$12.2K -30 -4%
MFG
2956
Mosaic Financial Group
Illinois
$322K -$13.4K -33 -5%
NWMG
2957
National Wealth Management Group
Ohio
$321K -$6.09K -15 -2%
EFA
2958
Evernest Financial Advisors
Indiana
$321K -$90.5K -223 -25%
ACM
2959
Accent Capital Management
Ohio
$319K -$22.3K -55 -8%
APW
2960
Aurora Private Wealth
New Jersey
$319K +$271K +669 New
TCMP
2961
Thrive Capital Management (Pennsylvania)
Pennsylvania
$319K -$11K -27 -4%
CCM
2962
Cinctive Capital Management
New York
$318K +$270K +665 New
HPA
2963
High Probability Advisors
New York
$317K -$173K -427 -39%
SM
2964
Sweeney & Michel
California
$317K -$8.12K -20 -3%
AIA
2965
Accelerate Investment Advisors
California
$316K +$269K +663 New
DWM
2966
Daner Wealth Management
Georgia
$316K +$5.28K +13 +2%
AR
2967
Apeiron RIA
Texas
$316K -$249K -613 -48%
SPWG
2968
Syntegra Private Wealth Group
Missouri
$316K +$7.3K +18 +3%
PWM
2969
Palacios Wealth Management
Florida
$315K +$4.06K +10 +2%
RCA
2970
Ranch Capital Advisors
Florida
$315K
JWM
2971
JPL Wealth Management
Colorado
$315K -$4.87K -12 -2%
OCM
2972
Objective Capital Management
Ohio
$315K
CCIA
2973
Cherry Creek Investment Advisors
Colorado
$315K +$267K +659 New
RCS
2974
R2 Capital Strategies
Nebraska
$314K +$267K +658 New
FFG
2975
Frisch Financial Group
New York
$314K -$41.8K -103 -14%