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Name Holding Trade Value Shares
Change
Change in
Stake
MTWM
2726
Masso Torrence Wealth Management
New Jersey
$265K +$38.2K +290 +17%
S
2727
Steadtrust
Texas
$265K +$257K +1,951 New
RFA
2728
Resurgent Financial Advisors
Georgia
$265K -$7.65K -58 -3%
OIS
2729
OneAscent Investment Solutions
Alabama
$265K +$257K +1,948 New
RW
2730
REDW Wealth
New Mexico
$265K -$15.7K -119 -6%
MFF
2731
Michels Family Financial
Texas
$264K +$1.19K +9 +0.5%
ALA
2732
Atlas Legacy Advisors
California
$264K -$183K -1,384 -42%
TBWA
2733
Three Bridge Wealth Advisors
California
$263K +$255K +1,937 New
SCM
2734
Sunbeam Capital Management
Georgia
$263K +$29.9K +227 +13%
GPFA
2735
Game Plan Financial Advisors
Ohio
$263K
MCA
2736
Millennium Capital Advisors
Arkansas
$263K
BOSSRA
2737
B.O.S.S. Retirement Advisors
Utah
$263K -$24.9K -189 -9%
WFA
2738
Wellspring Financial Advisors
Ohio
$263K +$54.2K +411 +27%
HPM
2739
Hoxton Planning & Management
West Virginia
$263K +$1.58K +12 +0.6%
SIM
2740
SSI Investment Management
California
$262K -$241K -1,830 -49%
FCFC
2741
First Citizens Financial Corp
Iowa
$262K
BBI
2742
Baxter Bros Inc
Connecticut
$262K
MWA
2743
Medallion Wealth Advisors
Connecticut
$262K -$6.59K -50 -3%
BA
2744
Ballast Advisors
Minnesota
$261K +$12.5K +95 +5%
WAG
2745
Windsor Advisory Group
Ohio
$261K
WAL
2746
W Advisors LLC
Tennessee
$261K +$659 +5 +0.3%
SWGC
2747
Summit Wealth Group (Colorado)
Colorado
$261K +$253K +1,917 New
NFA
2748
Northern Financial Advisors
Michigan
$260K +$24.5K +186 +11%
BIA
2749
Barry Investment Advisors
Massachusetts
$260K +$659 +5 +0.3%
BCP
2750
Berkeley Capital Partners
Georgia
$260K +$17.7K +134 +8%