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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1901
CM Wealth Advisors
Ohio
$319K – – –
AAM
1902
Austin Asset Management
Texas
$316K +$28.8K +148 +8%
PAWA
1903
Palo Alto Wealth Advisors
California
$316K – – –
NLWP
1904
Next Level Wealth Planning
Idaho
$315K -$3.89K -20 -1%
MFG
1905
Mission Financial Group
Nevada
$315K +$181K +933 New
CBT
1906
Crews Bank & Trust
Florida
$314K – – –
AWM
1907
Avaii Wealth Management
Wisconsin
$313K +$27.6K +142 +8%
EC
1908
EntryPoint Capital
New York
$312K +$16.5K +85 +5%
BWP
1909
Bernardo Wealth Planning
Pennsylvania
$312K -$19.4K -100 -5%
MCC
1910
Money Concepts Capital
Florida
$311K -$60.2K -310 -14%
SSWM
1911
Smith Salley Wealth Management
North Carolina
$311K +$58.9K +303 +19%
BFS
1912
BridgePort Financial Solutions
Iowa
$310K -$1.75K -9 -0.5%
JCFM
1913
JBR Co Financial Management
Oklahoma
$309K +$92.9K +478 +34%
LCM
1914
Lazari Capital Management
California
$309K -$4.08K -21 -1%
PSP
1915
Principal Street Partners
Tennessee
$309K +$3.11K +16 +0.9%
BCM
1916
Beck Capital Management
Texas
$308K -$1.21M -6,208 -77%
WIM
1917
WealthPlan Investment Management
Nebraska
$307K +$11.1K +57 +3%
TF
1918
Trek Financial
Arizona
$307K -$12.4M -63,934 -97%
SAM
1919
Strive Asset Management
Ohio
$306K -$48.2K -248 -12%
TWM
1920
Tanager Wealth Management
United Kingdom
$304K +$27.2K +140 +8%
JWM
1921
Jeppson Wealth Management
California
$303K +$98.3K +506 +38%
AWA
1922
Alta Wealth Advisors
Massachusetts
$303K +$25.1K +129 +8%
SL
1923
Sentinus LLC
Illinois
$302K -$12.2K -63 -3%
HA
1924
Helium Advisors
Washington
$301K +$149K +766 +73%
GWS
1925
Greykasell Wealth Strategies
California
$301K – – –