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Name Holding Trade Value Shares
Change
Change in
Stake
TC
2351
Trust Company
Kansas
$213K -$7.7K -65 -4%
JWM
2352
Janiczek Wealth Management
Colorado
$212K +$42.5K +359 +25%
KTA
2353
Keeley-Teton Advisors
Illinois
$212K +$209K +1,767 New
WW
2354
Westshore Wealth
California
$212K +$210K +1,769 New
WAG
2355
Winthrop Advisory Group
Massachusetts
$212K +$210K +1,769 New
SWM
2356
Sugarloaf Wealth Management
Georgia
$211K – – –
JIC
2357
Joel Isaacson & Co
New York
$211K +$208K +1,758 New
TA
2358
Trellis Advisors
Washington
$210K -$10.5K -89 -5%
CWM
2359
Chronos Wealth Management
Florida
$210K +$207K +1,750 New
BWG
2360
Beta Wealth Group
California
$210K +$208K +1,755 New
ZCA
2361
Zeke Capital Advisors
Pennsylvania
$209K +$207K +1,748 New
SFG
2362
SageGuard Financial Group
Tennessee
$208K +$205K +1,728 New
GFPC
2363
Global Financial Private Client
Florida
$208K +$118 +1 +0.1%
1WM
2364
1900 Wealth Management
Texas
$207K +$204K +1,724 New
LA
2365
Legacy Advisors
Pennsylvania
$207K +$205K +1,729 New
VBFP
2366
Valtinson Bruner Financial Planning
Minnesota
$206K +$197K +1,661 New
MA
2367
MONECO Advisors
Connecticut
$206K +$204K +1,722 New
TLFA
2368
True Link Financial Advisors
California
$205K -$32.7K -276 -14%
SWM
2369
Shakespeare Wealth Management
Wisconsin
$205K +$203K +1,712 New
BDWM
2370
Brewin Dolphin Wealth Management
Ireland
$204K – – –
SWA
2371
Safir Wealth Advisors
New Hampshire
$204K – – –
PWG
2372
Private Wealth Group
Florida
$204K +$201K +1,699 New
AA
2373
Altman Advisors
Illinois
$204K +$201K +1,700 New
VFPI
2374
Vantage Financial Partners (Illinois)
Illinois
$204K +$201K +1,700 New
BFG
2375
Baron Financial Group
New Jersey
$203K – – –