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Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
2576
Valtinson Bruner Financial Planning
Minnesota
$328K +$5.28K +40 +2%
CMP
2577
Coston McIsaac & Partners
Maine
$327K -$4.48K -34 -1%
BLAM
2578
Bourne Lent Asset Management
New York
$326K – – –
GFPC
2579
Global Financial Private Client
Florida
$325K +$1.98K +15 +0.6%
MFFIA
2580
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$325K – – –
OAJ
2581
Ogorek Anthony Joseph
New York
$325K -$2.5K -19 -0.8%
RCM
2582
Raleigh Capital Management
North Carolina
$325K -$34.5K -262 -10%
EWP
2583
Elevation Wealth Partners
California
$324K – – –
PFGIA
2584
Patriot Financial Group Insurance Agency
Massachusetts
$324K +$4.22K +32 +1%
WSWA
2585
Warren Street Wealth Advisors
California
$323K +$33.8K +256 +12%
NL
2586
Navalign LLC
California
$323K – – –
CWM
2587
Circle Wealth Management
New Jersey
$323K +$7.38K +56 +2%
MW
2588
MBL Wealth
North Carolina
$322K +$396 +3 +0.1%
CWS
2589
Cypress Wealth Services
California
$322K -$86K -652 -22%
CWM
2590
Chemistry Wealth Management
New York
$321K – – –
CIP
2591
Convergence Investment Partners
Florida
$320K +$5.14K +39 +2%
CFO
2592
Collective Family Office
Pennsylvania
$320K -$27K -205 -8%
EC
2593
EdgeRock Capital
Colorado
$319K +$86.2K +654 +39%
NQWM
2594
Northwest Quadrant Wealth Management
Oregon
$319K +$923 +7 +0.3%
GSIS
2595
Global Strategic Investment Solutions
Arizona
$318K -$6.2K -47 -2%
PPW
2596
Pasadena Private Wealth
California
$317K – – –
6F
2597
626 Financial
Michigan
$317K – – –
BAM
2598
BOS Asset Management
Illinois
$317K -$32.6K -247 -10%
UAG
2599
United Advisor Group
Ohio
$317K +$27.7K +210 +10%
MFC
2600
Morris Financial Concepts
South Carolina
$317K – – –