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Name Holding Trade Value Shares
Change
Change in
Stake
WB
2351
Webster Bank
Connecticut
$38.5K – – –
PWMG
2352
Prestige Wealth Management Group
New Jersey
$38.1K -$9.52K -28 -20%
POIA
2353
Pin Oak Investment Advisors
Texas
$38K -$43.5K -128 -47%
FCAS
2354
First Command Advisory Services
Texas
$37.1K +$10.5K +31 +41%
BGAI
2355
Bruce G. Allen Investments
Colorado
$37.1K +$33K +97 +1,078%
TFGT
2356
TS Financial Group (TSFG)
Illinois
$37K -$13.9K -41 -28%
MSFP
2357
Mark Sheptoff Financial Planning
Connecticut
$36.7K -$1.02K -3 -3%
ICM
2358
Islay Capital Management
Texas
$36.7K – – –
AF
2359
Abound Financial
California
$36.7K +$35.7K +105 New
NFSG
2360
Newbridge Financial Services Group
Florida
$36.4K -$145K -427 -80%
SA
2361
Seneschal Advisors
Washington
$36K – – –
SC
2362
Swan Capital
Florida
$36K – – –
AW
2363
Avion Wealth
Texas
$36K – – –
FNWA
2364
Financial Network Wealth Advisors
Utah
$35.3K -$3.06K -9 -8%
CFG
2365
CKW Financial Group
Hawaii
$35K – – –
PWM
2366
Peck Wealth Management
New York
$35K – – –
MWA
2367
Medallion Wealth Advisors
Connecticut
$35K +$1.02K +3 +3%
HA
2368
Hyposwiss Advisors
$35K +$34K +100 New
VWWMG
2369
Vermillion & White Wealth Management Group
Pennsylvania
$33.6K +$14.3K +42 +78%
SC
2370
Steph & Co
Wisconsin
$33.2K +$17K +50 +111%
EPG
2371
Estate Planners Group
Pennsylvania
$33.2K +$32.3K +95 New
AP
2372
Aspect Partners
Virginia
$32.9K +$3.74K +11 +13%
HHMI
2373
Howard Hughes Medical Institute
Maryland
$31.8K -$340 -1 -1%
SR
2374
Swiss Re
Switzerland
$31.8K +$30.9K +91 New
JFA
2375
JNBA Financial Advisors
Minnesota
$31.5K – – –