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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2401
SNS Financial Group
Minnesota
$201K +$200K +519 New
JPG
2402
Jordan Park Group
California
$200K +$199K +517 New
LFG
2403
Lockerman Financial Group
California
$200K +$199K +517 New
AAG
2404
Armstrong Advisory Group
Massachusetts
$197K – – –
FFA
2405
Frazier Financial Advisors
Ohio
$196K – – –
HNB
2406
Hilltop National Bank
Wyoming
$195K +$195K +505 New
C
2407
Covestor
United Kingdom
$194K +$1.93K +5 +1%
AWM
2408
Abound Wealth Management
Tennessee
$188K +$134K +349 +255%
PK
2409
Pflug Koory
Nebraska
$183K +$4.62K +12 +3%
CFO
2410
Capitol Family Office
Oregon
$181K -$117K -304 -39%
ACA
2411
Atlas Capital Advisors
Wyoming
$180K – – –
GCS
2412
Gordian Capital (Singapore)
Singapore
$178K – – –
BDL
2413
Banque de Luxembourg
Luxembourg
$177K – – –
QWM
2414
Quaker Wealth Management
New Jersey
$174K +$174K +451 New
SMFG
2415
Sumitomo Mitsui Financial Group
Japan
$174K +$173K +450 New
DWS
2416
Dynamic Wealth Strategies
California
$172K -$6.94K -18 -4%
CAM
2417
Costello Asset Management
Pennsylvania
$171K – – –
PW
2418
Pandora Wealth
Illinois
$169K -$74K -192 -31%
SWA
2419
SOA Wealth Advisors
New York
$168K -$15.4K -40 -8%
WBC
2420
West Branch Capital
Massachusetts
$167K +$25K +65 +18%
BCM
2421
Blume Capital Management
California
$166K +$1.16K +3 +0.7%
BSC
2422
Brown Shipley & Co
United Kingdom
$166K -$12.7K -33 -7%
PWA
2423
Physician Wealth Advisors
Utah
$164K -$24.3K -63 -13%
SIC
2424
SJS Investment Consulting
Ohio
$162K -$6.55K -17 -4%
HB
2425
Horizon Bancorp
Indiana
$162K -$23.1K -60 -13%