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Name Holding Trade Value Shares
Change
Change in
Stake
PAWA
1901
Palo Alto Wealth Advisors
California
$316K
NLWP
1902
Next Level Wealth Planning
Idaho
$315K -$3.89K -20 -1%
MFG
1903
Mission Financial Group
Nevada
$315K +$181K +933 New
CBT
1904
Crews Bank & Trust
Florida
$314K
AWM
1905
Avaii Wealth Management
Wisconsin
$313K +$27.6K +142 +8%
EC
1906
EntryPoint Capital
New York
$312K +$16.5K +85 +5%
BWP
1907
Bernardo Wealth Planning
Pennsylvania
$312K -$19.4K -100 -5%
MCC
1908
Money Concepts Capital
Florida
$311K -$60.2K -310 -14%
SSWM
1909
Smith Salley Wealth Management
North Carolina
$311K +$58.9K +303 +19%
BFS
1910
BridgePort Financial Solutions
Iowa
$310K -$1.75K -9 -0.5%
JCFM
1911
JBR Co Financial Management
Oklahoma
$309K +$92.9K +478 +34%
LCM
1912
Lazari Capital Management
California
$309K -$4.08K -21 -1%
PSP
1913
Principal Street Partners
Tennessee
$309K +$3.11K +16 +0.9%
BCM
1914
Beck Capital Management
Texas
$308K -$1.21M -6,208 -77%
WIM
1915
WealthPlan Investment Management
Nebraska
$307K +$11.1K +57 +3%
TF
1916
Trek Financial
Arizona
$307K -$12.4M -63,934 -97%
SAM
1917
Strive Asset Management
Ohio
$306K -$48.2K -248 -12%
TWM
1918
Tanager Wealth Management
United Kingdom
$304K +$27.2K +140 +8%
JWM
1919
Jeppson Wealth Management
California
$303K +$98.3K +506 +38%
AWA
1920
Alta Wealth Advisors
Massachusetts
$303K +$25.1K +129 +8%
SL
1921
Sentinus LLC
Illinois
$302K -$12.2K -63 -3%
HA
1922
Helium Advisors
Washington
$301K +$149K +766 +73%
GWS
1923
Greykasell Wealth Strategies
California
$301K
PAW
1924
Plan A Wealth
Nebraska
$301K +$352K +1,811 New
KWS
1925
Keystone Wealth Services
California
$300K +$130K +670 +59%