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Name Holding Trade Value Shares
Change
Change in
Stake
FMI
3526
F/M Investments
District of Columbia
$259K +$2.48K +9 +0.9%
GB
3527
Goepper Burkhardt
South Carolina
$259K +$8.56K +31 +3%
NI
3528
NCP Inc
California
$259K +$256K +929 New
SWRP
3529
Summit Wealth & Retirement Planning
California
$259K -$81.4K -295 -24%
NA
3530
Nottingham Advisors
New York
$259K -$828 -3 -0.3%
WP
3531
Wealthspan Partners
Iowa
$258K -$1.1K -4 -0.4%
PF
3532
Parker Financial
Washington
$258K
WC
3533
Wynn Capital
Georgia
$258K
FPGK
3534
Financial Partners Group (Kansas)
Kansas
$258K +$9.11K +33 +4%
MSWM
3535
McGlone Suttner Wealth Management
Wisconsin
$258K +$29K +105 +13%
MP
3536
McDonald Partners
Ohio
$257K +$276 +1 +0.1%
HFA
3537
Highland Financial Advisors
New Jersey
$257K
PP
3538
PrairieView Partners
Minnesota
$257K
ACM
3539
Ardent Capital Management
Ohio
$256K
NED
3540
Nancy E. Dempze
$255K
PWA
3541
Peterson Wealth Advisors
Utah
$255K -$1.38K -5 -0.5%
SWM
3542
Soundmark Wealth Management
Washington
$254K
EWP
3543
Elevation Wealth Partners
California
$254K
CWM
3544
Campbell Wealth Management
Virginia
$253K +$250K +905 New
SP
3545
SWS Partners
Ohio
$253K +$6.35K +23 +3%
AF
3546
Affiance Financial
Minnesota
$253K +$8.01K +29 +3%
FFP
3547
Forbes Financial Planning
Rhode Island
$252K
JWWM
3548
Johnson & White Wealth Management
Pennsylvania
$252K
AWM
3549
Accel Wealth Management
Iowa
$252K +$27.6K +100 +12%
AFO
3550
Arrowroot Family Office
California
$251K +$27.3K +99 +12%