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Name Holding Trade Value Shares
Change
Change in
Stake
SAP
3051
Strategic Advisory Partners
North Carolina
$295K – – –
SF
3052
Succession Financial
Texas
$295K +$250K +617 New
FIM
3053
FWL Investment Management
Texas
$294K +$82.4K +203 +49%
MCA
3054
McGuire Capital Advisors
Oklahoma
$293K -$42.6K -105 -15%
JMFC
3055
J.M. Forbes & Co
Massachusetts
$293K +$249K +614 New
WWM
3056
WT Wealth Management
Arizona
$292K -$56K -138 -18%
IIWM
3057
Investment Insight Wealth Management
New York
$292K +$248K +612 New
UW
3058
Unique Wealth
Florida
$292K +$248K +611 New
HIM
3059
Harbour Investment Management
Washington
$291K – – –
SWP
3060
Semus Wealth Partners
Florida
$291K -$812 -2 -0.3%
MCM
3061
M1 Capital Management
Michigan
$291K +$247K +609 New
RWM
3062
Rezny Wealth Management
Florida
$291K +$247K +609 New
LW
3063
Livet Wealth
Utah
$290K +$406 +1 +0.2%
PI
3064
Pachira Investments
California
$290K +$247K +608 New
IWS
3065
Intentional Wealth Strategies
Colorado
$289K +$8.12K +20 +3%
CPW
3066
Cogent Private Wealth
Florida
$289K +$246K +606 New
XPN
3067
XY Planning Network
Montana
$289K +$246K +606 New
TFA
3068
Trinity Financial Advisors
Ohio
$289K -$20.3K -50 -8%
DA
3069
Dash Acquisitions
California
$289K -$56.4K -139 -17%
TCM
3070
TruNorth Capital Management
Michigan
$288K -$19.1K -47 -7%
NA
3071
Nordwand Advisors
Pennsylvania
$288K – – –
MW
3072
MBL Wealth
North Carolina
$287K -$20.7K -51 -8%
SMA
3073
Seven Mile Advisory
New Jersey
$287K – – –
CAM
3074
Cobblestone Asset Management
Virginia
$287K – – –
JRP
3075
Jasper Ridge Partners
California
$287K – – –