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Name Holding Trade Value Shares
Change
Change in
Stake
WSFG
2901
Wall Street Financial Group
Illinois
$209K +$11.3K +86 +6%
PWP
2902
Parkwoods Wealth Partners
New York
$209K +$3.54K +27 +2%
SWMG
2903
Signature Wealth Management Group
Georgia
$208K -$100K -764 -33%
CCP
2904
Carmel Capital Partners
California
$208K -$226K -1,723 -53%
BDFN
2905
Bond & Devick Financial Network
Minnesota
$208K +$1.31K +10 +0.6%
AC
2906
Avenir Corporation
Virginia
$208K +$2.36K +18 +1%
FL
2907
FreeGulliver LLC
Louisiana
$208K +$204K +1,552 New
TAM
2908
Townsend Asset Management
North Carolina
$208K – – –
ACM
2909
Ascent Capital Management
Oregon
$208K -$11.9K -91 -6%
CAG
2910
Centerpoint Advisory Group
Kansas
$207K +$203K +1,548 New
TC
2911
Tacita Capital
Ontario, Canada
$207K +$7.75K +59 +4%
MPIA
2912
Milestones Private Investment Advisors
New York
$207K – – –
GFWA
2913
Grey Fox Wealth Advisors
Delaware
$207K +$263 +2 +0.1%
SCA
2914
Sandy Cove Advisors
Massachusetts
$207K -$2.23K -17 -1%
MAG
2915
Mayfair Advisory Group
Alabama
$207K – – –
IIM
2916
InTrack Investment Management
Vermont
$206K -$26.3K -200 -11%
SW
2917
SMART Wealth
Nebraska
$206K +$202K +1,539 New
KTM
2918
Keeler Thomas Management
Utah
$205K -$16.4K -125 -8%
CCA
2919
Clearwater Capital Advisors
Illinois
$205K +$201K +1,532 New
UW
2920
Unique Wealth
Florida
$205K -$1.84K -14 -0.9%
DWM
2921
DecisionMap Wealth Management
Virginia
$204K -$12.6K -96 -6%
LWA
2922
Lifelong Wealth Advisors
Minnesota
$204K +$200K +1,525 New
FWM
2923
FMA Wealth Management
Massachusetts
$204K – – –
VFG
2924
V2 Financial group
Illinois
$204K – – –
JWS
2925
Juncture Wealth Strategies
Arizona
$203K +$199K +1,517 New