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Name Holding Trade Value Shares
Change
Change in
Stake
BA
3751
Bellwether Advisors
Nebraska
$323K -$15.2K -45 -5%
BO
3752
Bank OZK
Arkansas
$323K -$8.8K -26 -3%
WCG
3753
Weaver Consulting Group
California
$323K +$56.2K +166 +22%
JWWM
3754
Johnson & White Wealth Management
Pennsylvania
$323K
HFA
3755
Highland Financial Advisors
New Jersey
$323K -$242K -715 -44%
ACM
3756
Ardent Capital Management
Ohio
$321K
VWM
3757
VCI Wealth Management
Missouri
$321K +$310K +917 New
EM
3758
ELCO Management
New York
$320K -$10.2K -30 -3%
AEPWM
3759
Atlantic Edge Private Wealth Management
Florida
$320K +$16.6K +49 +6%
CA
3760
CapWealth Advisors
Tennessee
$320K -$9.47K -28 -3%
OHIS
3761
Oak Harvest Investment Services
Texas
$319K -$37.2K -110 -11%
MPM
3762
Meritage Portfolio Management
Kansas
$319K -$20K -59 -6%
FDW
3763
Fourth Dimension Wealth
Ohio
$319K
KFS
3764
Keynote Financial Services
Connecticut
$318K
Vanguard Capital Wealth Advisors
3765
Vanguard Capital Wealth Advisors
Colorado
$318K -$16.2K -48 -5%
BBWA
3766
Bell & Brown Wealth Advisors
California
$318K +$17.9K +53 +6%
FFP
3767
Forbes Financial Planning
Rhode Island
$317K
GIM
3768
Guardian Investment Management
California
$317K -$778K -2,300 -25%
PWM
3769
Power Wealth Management
Georgia
$316K -$11.2K -33 -4%
HFS
3770
Heritage Financial Services
Massachusetts
$316K +$33.2K +98 +12%
HCWM
3771
Hidden Cove Wealth Management
Washington
$316K +$66.3K +196 +28%
FF
3772
Francis Financial
$316K -$235K -695 -44%
GC
3773
Grange Capital
Oregon
$315K
SC
3774
Schulhoff & Co
Ohio
$315K
GB
3775
Goepper Burkhardt
South Carolina
$315K +$16.9K +50 +6%