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Name Holding Trade Value Shares
Change
Change in
Stake
IWN
2551
Independent Wealth Network
Iowa
$276K +$3.7K +32 +1%
GC
2552
GFG Capital
Florida
$276K -$24.4K -211 -8%
APW
2553
Austin Private Wealth
Texas
$275K -$20.8K -180 -7%
NQWM
2554
Northwest Quadrant Wealth Management
Oregon
$274K +$22.9K +198 +9%
HCM
2555
Highview Capital Management
Illinois
$274K – – –
AWS
2556
Aspen Wealth Strategies
Colorado
$274K -$3.47K -30 -1%
Voleon Capital Management
2557
Voleon Capital Management
California
$273K +$279K +2,416 New
BGAI
2558
Bruce G. Allen Investments
Colorado
$273K -$1.27K -11 -0.5%
FFS
2559
Founders Financial Securities
Maryland
$272K -$24.7K -214 -8%
JB Capital
2560
JB Capital
Connecticut
$272K -$7.28K -63 -3%
AI
2561
Axecap Investments
Ohio
$272K +$11.6K +100 +4%
RFA
2562
Register Financial Advisors
Georgia
$272K -$43.2K -374 -13%
SLWA
2563
San Luis Wealth Advisors
California
$271K -$5.2K -45 -2%
PIA
2564
Perennial Investment Advisors
California
$271K +$4.16K +36 +2%
GSIS
2565
Global Strategic Investment Solutions
Arizona
$271K +$7.05K +61 +3%
GA
2566
Goldstein Advisors
Wisconsin
$271K +$16.4K +142 +6%
MFFIA
2567
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$270K – – –
CIA
2568
Cascade Investment Advisors
Oregon
$270K – – –
EWP
2569
Elevation Wealth Partners
California
$270K – – –
VBFP
2570
Valtinson Bruner Financial Planning
Minnesota
$270K -$7.4K -64 -3%
USWIA
2571
UP Strategic Wealth Investment Advisors
Pennsylvania
$268K +$274K +2,368 New
MA
2572
MJP Associates
Connecticut
$268K +$18.5K +160 +7%
FDDB
2573
Fidelity D&D Bancorp
Pennsylvania
$268K +$462 +4 +0.2%
PFGIA
2574
Patriot Financial Group Insurance Agency
Massachusetts
$267K -$51.9K -449 -16%
CWM
2575
Chemistry Wealth Management
New York
$267K +$273K +2,363 New