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Name Holding Trade Value Shares
Change
Change in
Stake
SC
2701
Steph & Co
Wisconsin
$142K – – –
WPWM
2702
Western Pacific Wealth Management
Illinois
$142K – – –
SGFG
2703
Silver Grove Financial Group
New York
$142K +$141K +1,540 +8,105%
TC
2704
Tacita Capital
Ontario, Canada
$140K – – –
OCM
2705
Orion Capital Management
California
$138K -$37.9K -415 -21%
Loomis, Sayles & Company
2706
Loomis, Sayles & Company
Massachusetts
$137K +$111K +1,218 +423%
PP
2707
PFS Partners
New Jersey
$137K +$100K +1,101 +272%
AT
2708
Arlington Trust
Alabama
$133K -$79.4K -870 -37%
HCM
2709
Hollencrest Capital Management
California
$132K -$9.31K -102 -7%
EWM
2710
Evolution Wealth Management
Florida
$132K +$4.38K +48 +3%
HPBT
2711
Hickory Point Bank & Trust
Illinois
$131K – – –
TWD
2712
True Wealth Design
Ohio
$130K +$76.2K +835 +139%
BFS
2713
Burkett Financial Services
South Carolina
$130K +$22.7K +249 +21%
ETS
2714
ESL Trust Services
New York
$129K – – –
CTWM
2715
Cherry Tree Wealth Management
Minnesota
$128K -$53.8K -589 -29%
FC
2716
Fairscale Capital
New Hampshire
$127K -$47.9K -525 -27%
RRMM
2717
Regatta Research & Money Management
Louisiana
$123K +$124K +1,356 New
HA
2718
Heartland Advisors
Wisconsin
$122K – – –
CCAM
2719
Cascades Capital Asset Management
North Carolina
$122K -$44.3K -485 -27%
PAG
2720
Paladin Advisory Group
Iowa
$120K – – –
S
2721
Sachetta
Massachusetts
$119K +$10.4K +114 +10%
PFG
2722
Premier Financial Group
California
$118K +$119K +1,300 New
APFP
2723
Action Point Financial Planning
Michigan
$117K +$118K +1,297 New
PUI
2724
Purpose Unlimited Inc
$116K – – –
DWS
2725
Dynamic Wealth Strategies
California
$116K – – –