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Name Holding Trade Value Shares
Change
Change in
Stake
CI
901
Conning Inc
Connecticut
$292K +$24.5K +197 +10%
VFP
902
Vested Financial Planning
California
$291K +$36.2K +291 +16%
9C
903
9823 Capital
Texas
$286K +$262K +2,106 New
TC
904
Truvestments Capital
Florida
$284K +$1.74K +14 +0.7%
Koshinski Asset Management
905
Koshinski Asset Management
Illinois
$282K -$18.6K -149 -7%
KWA
906
Kingswood Wealth Advisors
California
$281K -$2.24K -18 -0.9%
BCM
907
Brookstone Capital Management
Illinois
$280K -$35.9K -288 -12%
BBHC
908
Brown Brothers Harriman & Co
New York
$280K +$136K +1,093 +113%
MFG
909
Mosaic Financial Group
Illinois
$275K – – –
FFA
910
Founders Financial Alliance
North Carolina
$274K -$4.23K -34 -2%
KWMG
911
King Wealth Management Group
Florida
$271K -$32.8K -263 -12%
FWP
912
Flatrock Wealth Partners
California
$269K +$247K +1,981 New
MMCM
913
Murphy & Mullick Capital Management
New York
$265K -$67.9K -545 -22%
AHL
914
Abel Hall LLC
Louisiana
$265K +$243K +1,950 New
HP
915
Havemeyer Place
Connecticut
$264K +$243K +1,948 New
GRWP
916
Green Ridge Wealth Planning
New Jersey
$264K +$242K +1,944 New
AWM
917
Abound Wealth Management
Tennessee
$264K -$40.1K -322 -14%
WI
918
WrapManager Inc
California
$263K -$48.7K -391 -17%
LFG
919
Larson Financial Group
Missouri
$263K -$19.9K -160 -8%
CP
920
Castleview Partners
Texas
$261K +$2.24K +18 +0.9%
FWP
921
FAS Wealth Partners
Kansas
$261K +$239K +1,920 New
PSC
922
Prentiss Smith & Co
Vermont
$259K – – –
PCH
923
PGIM Custom Harvest
New Jersey
$258K – – –
AWA
924
ARQ Wealth Advisors
Arizona
$257K -$16.4K -132 -7%
SP
925
Symmetry Partners
Connecticut
$256K +$26.8K +215 +13%