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Name Holding Trade Value Shares
Change
Change in
Stake
TF
2451
Talbot Financial
Washington
$254K – – –
NG
2452
Novem Group
New York
$254K +$1.82K +20 +0.7%
SJL
2453
Shayne & Jacobs LLC
Tennessee
$254K – – –
HC
2454
Hoese & Co
Minnesota
$254K +$59.3K +650 +30%
PIFP
2455
Partners in Financial Planning
Virginia
$254K – – –
WI
2456
WBI Investments
New Jersey
$254K +$255K +2,798 New
PHWA
2457
Petersen Hastings Wealth Advisors
Washington
$254K +$548 +6 +0.2%
LB
2458
Legacy Bridge
Iowa
$253K – – –
EIA
2459
Edgemoor Investment Advisors
Maryland
$253K -$43.5K -477 -15%
FPWM
2460
FSB Premier Wealth Management
Iowa
$253K +$74.1K +812 +41%
BFA
2461
Buttonwood Financial Advisors
Maryland
$253K +$183 +2 +0.1%
CAC
2462
Core Alternative Capital
Georgia
$253K +$42.4K +464 +20%
KDA
2463
Kraft Davis & Associates
Missouri
$252K +$548 +6 +0.2%
CSWG
2464
Cardinal Strategic Wealth Guidance
Kentucky
$252K -$6.21K -68 -2%
BWP
2465
Bernardo Wealth Planning
Pennsylvania
$251K +$40K +438 +19%
RPWA
2466
Regent Peak Wealth Advisors
Georgia
$251K -$88.8K -973 -26%
FPH
2467
Financial Planning Hawaii
Hawaii
$251K +$253K +2,767 New
FFO
2468
Fortitude Family Office
Arizona
$251K -$36.1K -395 -12%
SIC
2469
Shoker Investment Counsel
Ohio
$250K -$4.29K -47 -2%
FHC
2470
First Heartland Consultants
Missouri
$250K +$251K +2,755 New
RFA
2471
Resurgent Financial Advisors
Georgia
$250K +$16.6K +182 +7%
GHA
2472
GW Henssler & Associates
Georgia
$249K -$6.21K -68 -2%
GSF
2473
Grove Street Fiduciary
New Hampshire
$249K – – –
PW
2474
PUREfi Wealth
Massachusetts
$248K +$21.6K +237 +9%
TCM
2475
Traynor Capital Management
Pennsylvania
$247K +$2.92K +32 +1%