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Name Holding Trade Value Shares
Change
Change in
Stake
WFS
4026
Widmann Financial Services
Maryland
$258K +$12.9K +40 +5%
AC
4027
AWM Capital
Arizona
$258K -$51.1K -159 -16%
PWMA
4028
Pension & Wealth Management Advisors
Massachusetts
$258K -$56K -174 -17%
EAP
4029
Elevation Advisory Partners
Florida
$257K +$254K +791 New
NIA
4030
NIA Impact Advisors
California
$257K -$5.14K -16 -2%
API
4031
Asset Planning Inc
California
$256K +$322 +1 +0.1%
JF
4032
JMN Financial
Ohio
$256K -$208K -648 -43%
FWM
4033
Foguth Wealth Management
Michigan
$255K +$1.61K +5 +0.6%
RWMG
4034
Redwood Wealth Management Group
New Jersey
$255K
PFG
4035
Prospect Financial Group
Virginia
$254K -$16.7K -52 -6%
FPGK
4036
Financial Partners Group (Kansas)
Kansas
$253K +$26.7K +83 +11%
AF
4037
Affiance Financial
Minnesota
$253K
OWM
4038
Opes Wealth Management
California
$253K +$8.68K +27 +3%
FC
4039
Fusion Capital
South Carolina
$253K -$124K -387 -32%
AFWM
4040
AMJ Financial Wealth Management
Virginia
$253K -$1.7M -5,273 -86%
SM
4041
Sensible Money
Arizona
$252K -$1.93K -6 -0.7%
IPWA
4042
International Private Wealth Advisors
California
$252K -$732K -2,276 -73%
CCM
4043
Collar Capital Management
Wisconsin
$252K
AIA
4044
Arbor Investment Advisors
North Carolina
$252K -$5.79K -18 -2%
VBFP
4045
Valtinson Bruner Financial Planning
Minnesota
$251K +$67.8K +211 +34%
VAMG
4046
Voisard Asset Management Group
Michigan
$250K -$76.9K -239 -22%
WCM
4047
Warburton Capital Management
Oklahoma
$250K -$20.6K -64 -7%
HAS
4048
Holland Advisory Services
Florida
$249K
CKAIS
4049
Christensen King & Associates Investment Services
Washington
$249K
BA
4050
Bellwether Advisors
Nebraska
$249K -$52.7K -164 -17%