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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2201
SevenBridge Financial Group
Pennsylvania
$272K +$6.94K +18 +2%
BIG
2202
Brookwood Investment Group
Arizona
$272K -$692K -1,796 -72%
FG
2203
Foster Group
Iowa
$272K +$271K +703 New
LWM
2204
LJI Wealth Management
Indiana
$272K -$38.5K -100 -12%
GCM
2205
Gallacher Capital Management
Colorado
$272K +$39.3K +102 +17%
CIA
2206
CCM Investment Advisers
South Carolina
$272K -$774K -2,010 -74%
CPSC
2207
Carl P. Sherr & Co
Massachusetts
$271K – – –
MF
2208
Montis Financial
Massachusetts
$271K – – –
LCM
2209
LVM Capital Management
Michigan
$270K -$23.1K -60 -8%
SL
2210
Summitry LLC
California
$270K -$80.1K -208 -23%
BFG
2211
Beacon Financial Group
Texas
$269K -$12.3K -32 -4%
MA
2212
MONECO Advisors
Connecticut
$269K +$17.7K +46 +7%
FOA
2213
Five Oceans Advisors
California
$268K -$2.31K -6 -0.9%
NRI
2214
NFP Retirement Inc
California
$267K -$1.16K -3 -0.4%
EM
2215
Excalibur Management
Massachusetts
$266K +$8.48K +22 +3%
OWM
2216
OneAscent Wealth Management
Alabama
$266K +$265K +687 New
CC
2217
Cornerstone Capital
California
$266K -$80.9K -210 -23%
CAI
2218
Capital Advisors Inc
Oklahoma
$266K +$3.47K +9 +1%
LA
2219
Lifeworks Advisors
Michigan
$265K -$38.5K -100 -13%
HKIMG
2220
Hutchens & Kramer Investment Management Group
Indiana
$264K +$46.6K +121 +22%
FSC
2221
Full Sail Capital
Oklahoma
$264K +$263K +682 New
PA
2222
PharVision Advisers
Florida
$264K +$263K +682 New
AWM
2223
Accurate Wealth Management
Florida
$263K +$273K +709 New
SI
2224
Seeds Investor
New York
$263K -$45.5K -118 -15%
CSB
2225
City State Bank
Iowa
$263K -$84.8K -220 -24%