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Name Holding Trade Value Shares
Change
Change in
Stake
EPW
3401
Endeavor Private Wealth
Kansas
$644K +$159K +468 +34%
ALA
3402
Atlas Legacy Advisors
California
$644K -$52.5K -154 -8%
CFFP
3403
Center for Financial Planning
Michigan
$644K -$67.5K -198 -10%
BWA
3404
Blodgett Wealth Advisors
California
$644K
EMB
3405
Elefante Mark B
$644K
SIP
3406
Snowwater Investment Partners
Connecticut
$644K +$625K +1,835 New
LC
3407
Lavelle Capital
California
$642K +$624K +1,831 New
DI
3408
Disciplined Investors
Texas
$641K +$341 +1 +0.1%
RB
3409
Rodgers Brothers
Pennsylvania
$639K
RA
3410
Ruggaard & Associates
Ohio
$639K +$1.36K +4 +0.2%
SL
3411
StoryOne LLC
Kansas
$639K
CWA
3412
Consilio Wealth Advisors
Washington
$638K -$14.3K -42 -2%
PFG
3413
PAX Financial Group
Texas
$638K -$11.6K -34 -2%
HPM
3414
Hoxton Planning & Management
West Virginia
$638K -$1.02K -3 -0.2%
EW
3415
Element Wealth
Mississippi
$638K +$42.2K +124 +7%
HFP
3416
Holistic Financial Partners
Indiana
$637K +$14.3K +42 +2%
JWM
3417
Jeppson Wealth Management
California
$636K +$1.36K +4 +0.2%
WMN
3418
Wealth Management Nebraska
Nebraska
$636K +$82.8K +243 +15%
TFM
3419
TFC Financial Management
Massachusetts
$635K +$102K +300 +20%
WSFG
3420
Wall Street Financial Group
Illinois
$635K +$48K +141 +8%
Group One Trading
3421
Group One Trading
Illinois
$635K +$617K +1,810 New
FDS
3422
First Dallas Securities
Texas
$633K -$33K -97 -5%
SPW
3423
Signet Private Wealth
Illinois
$632K +$614K +1,803 New
FA
3424
Financial Alternatives
California
$632K
CRA
3425
Clear Retirement Advice
California
$632K +$652K +1,914 New