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Name Holding Trade Value Shares
Change
Change in
Stake
YWM
3201
Yoder Wealth Management
California
$434K -$17.6K -65 -4%
CWC
3202
Carolinas Wealth Consulting
North Carolina
$433K -$117K -432 -22%
FFWM
3203
Future Financial Wealth Management
Ohio
$432K
AA
3204
AJ Advisors
Tennessee
$432K +$13K +48 +3%
TCWM
3205
Total Clarity Wealth Management
Illinois
$431K -$37.6K -139 -8%
SNBOSD
3206
Security National Bank of So Dak
Iowa
$430K
VP
3207
Verum Partners
North Carolina
$429K -$11.1K -41 -3%
MIAS
3208
Mason Investment Advisory Services
Virginia
$429K -$7.57K -28 -2%
RWA
3209
Redhawk Wealth Advisors
Minnesota
$428K -$98.4K -364 -19%
Cohen & Steers
3210
Cohen & Steers
New York
$427K -$7.84K -29 -2%
MWP
3211
Meridian Wealth Partners
Pennsylvania
$425K -$13K -48 -3%
FSA
3212
Financial Security Advisor
Virginia
$424K -$20.8K -77 -5%
PC
3213
Permanens Capital
New York
$424K +$417K +1,543 New
MWM
3214
Mascoma Wealth Management
New Hampshire
$424K -$1.35K -5 -0.3%
PIMG
3215
Patriot Investment Management Group
Tennessee
$424K -$8.11K -30 -2%
CICC
3216
Capital Investment Counsel (Colorado)
Colorado
$423K +$16.8K +62 +4%
OPOWM
3217
One Plus One Wealth Management
Florida
$422K -$270 -1 -0.1%
BWCS
3218
Beirne Wealth Consulting Services
Connecticut
$422K
SHWM
3219
Smith & Howard Wealth Management
Georgia
$421K
RAM
3220
Roanoke Asset Management
New Jersey
$421K
V
3221
VeraBank
Texas
$421K -$2.7K -10 -0.6%
GHAM
3222
Gilman Hill Asset Management
Connecticut
$421K -$67.6K -250 -14%
OLVIG
3223
Oliver Lagore Vanvalin Investment Group
Michigan
$421K +$51.1K +189 +14%
FFO
3224
Fortitude Family Office
Arizona
$420K +$290K +1,071 +234%
CWM
3225
Cherrydale Wealth Management
New Jersey
$419K +$40.8K +151 +11%