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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
3301
Marion Wealth Management
Pennsylvania
$205K +$174K +430 New
WB
3302
West Bancorporation
Iowa
$205K +$174K +430 New
BLWM
3303
Bucket List Wealth Management
Florida
$205K +$174K +429 New
HCP
3304
Holt Capital Partners
Texas
$205K +$174K +429 New
OFS
3305
Opus Financial Solutions
Illinois
$205K +$174K +429 New
WMWM
3306
Whitaker-Myers Wealth Managers
Ohio
$205K +$174K +428 New
SP
3307
Successful Portfolios
Florida
$204K +$190K +468 New
IWM
3308
Iams Wealth Management
Nebraska
$204K +$174K +428 New
CPC
3309
Cadia Private Client
New Jersey
$204K +$174K +428 New
OWM
3310
Orca Wealth Management
Florida
$204K +$174K +428 New
AF
3311
Aldebaran Financial
$203K +$173K +426 New
MSWM
3312
Mowery & Schoenfeld Wealth Management
Illinois
$203K
GG
3313
Greenwood Gearhart
Arkansas
$203K +$172K +425 New
EM
3314
Excalibur Management
Massachusetts
$203K +$172K +424 New
DCM
3315
Dorato Capital Management
Colorado
$202K
PF
3316
Prota Financial
Texas
$202K +$185K +455 New
CFO
3317
Cambient Family Office
Michigan
$202K +$171K +422 New
PCM
3318
Princeton Capital Management
New Jersey
$202K +$171K +422 New
WKSWA
3319
White Knight Strategic Wealth Advisors
New Jersey
$202K +$171K +422 New
MA
3320
Maxele Advisors
Missouri
$201K +$171K +421 New
MWM
3321
McNaughton Wealth Management
California
$201K +$171K +421 New
PVM
3322
Palogic Value Management
Texas
$201K +$171K +421 New
AWP
3323
Ascent Wealth Partners
New York
$200K +$170K +419 New
RW
3324
Rockport Wealth
Ohio
$200K +$170K +419 New
BWM
3325
BlackDiamond Wealth Management
New York
$200K -$74.7K -184 -28%