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Name Holding Trade Value Shares
Change
Change in
Stake
THWM
2526
Taylor Hoffman Wealth Management
Virginia
$225K -$161K -4,000 -43%
BFWA
2527
Benchmark Financial Wealth Advisors
Florida
$224K +$216K +5,349 New
HGWM
2528
Horst & Graben Wealth Management
Oregon
$224K -$73.6K -1,825 -25%
CCG
2529
Chatham Capital Group
Georgia
$224K -$104K -2,580 -33%
CCP
2530
Carmel Capital Partners
California
$224K +$215K +5,330 New
NF
2531
Nikulski Financial
Iowa
$223K -$2.3K -57 -1%
JWCA
2532
J.W. Coons Advisors
Ohio
$223K
AFS
2533
AFG Fiduciary Services
Massachusetts
$223K -$22.1K -549 -9%
CNWM
2534
Clay Northam Wealth Management
California
$222K +$214K +5,302 New
APW
2535
Acima Private Wealth
Virginia
$222K
CJ
2536
Caitlin John
Michigan
$222K +$198K +4,917 +1,355%
MCWS
2537
McKinley Carter Wealth Services
West Virginia
$221K -$13.7K -340 -6%
SW
2538
SMART Wealth
Nebraska
$221K +$212K +5,258 New
PTB
2539
Pioneer Trust Bank
Oregon
$221K +$212K +5,255 New
BWM
2540
Baron Wealth Management
Michigan
$220K +$212K +5,245 New
SWM
2541
Sendero Wealth Management
Texas
$219K +$211K +5,226 New
BFWM
2542
Bright Futures Wealth Management
New York
$218K +$216K +5,352 New
MAA
2543
Mraz Amerine & Associates
California
$218K +$210K +5,202 New
MPW
2544
Monterey Private Wealth
California
$218K -$10.5K -261 -5%
GGS
2545
Galvin Gaustad & Stein
Arizona
$218K -$44.2K -1,095 -17%
BFA
2546
Beaumont Financial Advisors
Massachusetts
$217K -$28.9K -717 -12%
FAM
2547
Flaharty Asset Management
Florida
$216K -$60.3K -1,496 -22%
CAM
2548
Cypress Asset Management
Texas
$216K -$152K -3,775 -45%
WAOI
2549
Wealth Advisors of Iowa
Iowa
$215K +$207K +5,135 New
FA
2550
Fermata Advisors
California
$215K +$207K +5,129 New