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Name Holding Trade Value Shares
Change
Change in
Stake
PSA
2976
Plum Street Advisors
Louisiana
$324K – – –
BWM
2977
Bullock Wealth Management
Indiana
$323K – – –
KFS
2978
Kaizen Financial Strategies
California
$323K +$13.4K +33 +5%
WG
2979
Welch Group
Alabama
$323K -$11.8K -29 -4%
WI
2980
WrapManager Inc
California
$323K -$12.2K -30 -4%
MFG
2981
Mosaic Financial Group
Illinois
$322K -$13.4K -33 -5%
NWMG
2982
National Wealth Management Group
Ohio
$321K -$6.09K -15 -2%
EFA
2983
Evernest Financial Advisors
Indiana
$321K -$90.5K -223 -25%
ACM
2984
Accent Capital Management
Ohio
$319K -$22.3K -55 -8%
APW
2985
Aurora Private Wealth
New Jersey
$319K +$271K +669 New
TCMP
2986
Thrive Capital Management (Pennsylvania)
Pennsylvania
$319K -$11K -27 -4%
CCM
2987
Cinctive Capital Management
New York
$318K +$270K +665 New
HPA
2988
High Probability Advisors
New York
$317K -$173K -427 -39%
SM
2989
Sweeney & Michel
California
$317K -$8.12K -20 -3%
AIA
2990
Accelerate Investment Advisors
California
$316K +$269K +663 New
DWM
2991
Daner Wealth Management
Georgia
$316K +$5.28K +13 +2%
AR
2992
Apeiron RIA
Texas
$316K -$249K -613 -48%
SPWG
2993
Syntegra Private Wealth Group
Missouri
$316K +$7.3K +18 +3%
PWM
2994
Palacios Wealth Management
Florida
$315K +$4.06K +10 +2%
RCA
2995
Ranch Capital Advisors
Florida
$315K – – –
JWM
2996
JPL Wealth Management
Colorado
$315K -$4.87K -12 -2%
OCM
2997
Objective Capital Management
Ohio
$315K – – –
CCIA
2998
Cherry Creek Investment Advisors
Colorado
$315K +$267K +659 New
RCS
2999
R2 Capital Strategies
Nebraska
$314K +$267K +658 New
FFG
3000
Frisch Financial Group
New York
$314K -$41.8K -103 -14%