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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1751
Opal Wealth Advisors
New York
$773K +$290K +6,696 +60%
MWPCG
1752
Measured Wealth Private Client Group
New Hampshire
$771K +$772K +17,827 New
MSWM
1753
McGlone Suttner Wealth Management
Wisconsin
$769K +$44.2K +1,020 +6%
IA
1754
Insight Advisors
Pennsylvania
$769K +$476 +11 +0.1%
DG
1755
DMC Group
Alabama
$768K +$63.4K +1,463 +9%
SLWA
1756
San Luis Wealth Advisors
California
$767K -$79.5K -1,835 -9%
GFP
1757
Gryphon Financial Partners
Ohio
$766K +$25.3K +585 +3%
GWANC
1758
Guardian Wealth Advisors (North Carolina)
North Carolina
$764K +$263K +6,062 +52%
AIC
1759
Argus Investors Counsel
New York
$763K
TWP
1760
Tyche Wealth Partners
Texas
$763K -$49.8K -1,151 -6%
WCM
1761
Winebrenner Capital Management
Kentucky
$762K +$94.4K +2,180 +14%
LI
1762
Lafayette Investments
Maryland
$762K +$58.2K +1,343 +8%
VFPW
1763
Vantage Financial Partners (Wisconsin)
Wisconsin
$759K +$131K +3,028 +21%
OPW
1764
Osprey Private Wealth
New York
$753K +$26K +600 +4%
RW
1765
Rede Wealth
Virginia
$753K
JCM
1766
J2 Capital Management
Michigan
$752K +$67.6K +1,561 +10%
RSA
1767
River Street Advisors
Illinois
$752K +$5.33K +123 +0.7%
CWM
1768
C2C Wealth Management
Arizona
$751K -$167K -3,848 -18%
AWM
1769
Aprio Wealth Management
Georgia
$751K +$136K +3,142 +22%
WFA
1770
WMG Financial Advisors
Tennessee
$750K -$126K -2,905 -14%
RBFC
1771
Roman Butler Fullerton & Co
Missouri
$750K -$52.2K -1,206 -6%
MFF
1772
Michels Family Financial
Texas
$750K -$22.3K -515 -3%
LAM
1773
L2 Asset Management
Massachusetts
$749K +$37.6K +868 +5%
MIM
1774
MTM Investment Management
South Carolina
$746K +$87 +2 +0%
AWAP
1775
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$744K +$3.98K +92 +0.5%