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Name Holding Trade Value Shares
Change
Change in
Stake
ORG
2676
Optimist Retirement Group
Washington
$260K – – –
WAG
2677
Windsor Advisory Group
Ohio
$260K +$245K +717 New
NFSG
2678
Newbridge Financial Services Group
Florida
$259K +$34.6K +101 +16%
VC
2679
Vicus Capital
Pennsylvania
$259K +$245K +716 New
CIA
2680
Cladis Investment Advisory
Montana
$259K – – –
WFAG
2681
Wescott Financial Advisory Group
Pennsylvania
$259K -$13.3K -39 -5%
RCA
2682
Rose Capital Advisors
Florida
$258K +$244K +713 New
CCP
2683
Caden Capital Partners
California
$258K – – –
MCM
2684
Mitchell Capital Management
Kansas
$258K – – –
FCFC
2685
First Commonwealth Financial Corp
Pennsylvania
$257K – – –
SGCA
2686
Steel Grove Capital Advisors
Tennessee
$257K – – –
MWM
2687
Maridea Wealth Management
New York
$257K +$26.4K +77 +12%
BWM
2688
BAM Wealth Management
Colorado
$256K +$242K +707 New
TWM
2689
TriaGen Wealth Management
California
$255K – – –
BWP
2690
Bernardo Wealth Planning
Pennsylvania
$255K +$16.8K +49 +7%
AW
2691
Atlas Wealth
Ohio
$254K +$19.9K +58 +9%
RPA
2692
Redwood Park Advisors
California
$254K +$685 +2 +0.3%
EWA
2693
EQ Wealth Advisors
Texas
$253K – – –
HVIA
2694
Hudson Valley Investment Advisors
New York
$253K – – –
I
2695
IMPACTfolio
Colorado
$253K – – –
SAM
2696
Smithbridge Asset Management
Pennsylvania
$253K – – –
TB
2697
Terril Brothers
Missouri
$253K – – –
WWG
2698
West Wealth Group
California
$253K +$18.5K +54 +8%
SPWM
2699
Schrum Private Wealth Management
Florida
$253K +$277K +810 New
MCA
2700
Maryland Capital Advisors
Maryland
$253K +$239K +698 New