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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2701
CM Wealth Advisors
Ohio
$282K +$289K +853 New
PWM
2702
Purus Wealth Management
California
$281K +$28.8K +85 +11%
PCA
2703
PMV Capital Advisers
Texas
$281K +$5.42K +16 +2%
CFA
2704
Capstone Financial Advisors
Illinois
$281K +$17.3K +51 +6%
HC
2705
Hoese & Co
Minnesota
$281K – – –
GWAM
2706
Guardian Wealth Advisors (Minnesota)
Minnesota
$280K -$3.73K -11 -1%
BP
2707
BBR Partners
New York
$280K -$11.2K -33 -4%
BSTWA
2708
Blake Schutter Theil Wealth Advisors
Ohio
$280K -$5.08K -15 -2%
OWG
2709
Oxford Wealth Group
Florida
$279K +$287K +846 New
PMFA
2710
Plante Moran Financial Advisors
Michigan
$279K -$91.5K -270 -24%
BBI
2711
Baxter Bros Inc
Connecticut
$278K -$17.6K -52 -6%
CIG
2712
Cairn Investment Group
Washington
$278K – – –
ASCM
2713
Adkins Seale Capital Management
Louisiana
$278K +$285K +842 New
Birch Hill Investment Advisors
2714
Birch Hill Investment Advisors
Massachusetts
$277K -$3.05K -9 -1%
CCWP
2715
Cedar Cove Wealth Partners
Minnesota
$277K +$284K +839 New
RG
2716
Renaissance Group
Kentucky
$277K – – –
RCG
2717
Regatta Capital Group
California
$276K -$106K -314 -27%
LC
2718
Lavaca Capital
Texas
$276K – – –
JRPIM
2719
Journey Retirement Planning & Investment Management
Idaho
$276K +$283K +836 New
CWA
2720
Crux Wealth Advisors
California
$276K -$434K -1,280 -60%
HWM
2721
Horizon Wealth Management
Illinois
$275K +$678 +2 +0.2%
LWP
2722
LFG Wealth Partners
Kentucky
$275K +$282K +832 New
CFGA
2723
Cambridge Financial Group (Arizona)
Arizona
$274K -$12.9K -38 -7%
Sax Wealth Advisors
2724
Sax Wealth Advisors
New Jersey
$274K -$14.6K -43 -5%
TFG
2725
Team Financial Group
California
$274K +$68.1K +201 +32%