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Name Holding Trade Value Shares
Change
Change in
Stake
WA
4026
Winter & Associates
Minnesota
$305K +$296K +870 New
BAG
4027
Bridgewealth Advisory Group
California
$305K -$59.3K -174 -17%
BRA
4028
Bender Robert & Associates
California
$305K -$46.3K -136 -14%
SBF
4029
Sara-Bay Financial
Florida
$304K -$14.3K -42 -5%
LC
4030
Landaas & Company
Wisconsin
$304K -$49.4K -145 -14%
RC
4031
Rexford Capital
Texas
$304K
DWS
4032
Dynamic Wealth Strategies
California
$304K +$88.6K +260 +43%
NIA
4033
NIA Impact Advisors
California
$304K -$45.7K -134 -13%
VFG
4034
V2 Financial group
Illinois
$303K +$56.2K +165 +24%
CFP
4035
Curran Financial Partners
South Carolina
$303K -$5.79K -17 -2%
TFA
4036
Trinity Financial Advisors
Ohio
$302K -$3.41K -10 -1%
ODFS
4037
O'Donnell Financial Services
California
$302K -$6.81K -20 -2%
Dodge & Cox
4038
Dodge & Cox
California
$301K
WIA
4039
Wetzel Investment Advisors
Indiana
$301K
WB
4040
West Bancorporation
Iowa
$300K
FPW
4041
Fairvoy Private Wealth
Alabama
$300K +$17K +50 +6%
TMWM
4042
Taylor & Morgan Wealth Management
Michigan
$300K +$16.7K +49 +6%
LSA
4043
Lansing Street Advisors
Pennsylvania
$299K -$11.9K -35 -4%
AIA
4044
Arbor Investment Advisors
North Carolina
$298K
IWB
4045
Innovative Wealth Building
Maryland
$298K +$55.9K +164 +24%
API
4046
Asset Planning Inc
California
$297K -$5.79K -17 -2%
AWP
4047
Avid Wealth Partners
Texas
$297K -$2.38K -7 -0.8%
CWM
4048
Collaborative Wealth Management
Florida
$296K +$288K +845 New
RWMG
4049
Redwood Wealth Management Group
New Jersey
$296K -$4.09K -12 -1%
SFG
4050
Synergy Financial Group
California
$295K +$9.54K +28 +3%