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Name Holding Trade Value Shares
Change
Change in
Stake
WF
2826
Whelan Financial
California
$217K +$220K +617 New
DTL
2827
Dynamic Technology Lab
Singapore
$217K +$220K +616 New
NFSG
2828
Newbridge Financial Services Group
Florida
$217K +$356 +1 +0.2%
CAG
2829
Cypress Advisory Group
Arizona
$216K
KFP
2830
Keystone Financial Planning
Ohio
$215K
FPGK
2831
Financial Partners Group (Kansas)
Kansas
$215K +$713 +2 +0.3%
PAM
2832
Pegasus Asset Management
New York
$215K +$218K +611 New
PAS
2833
Parsonex Advisory Services
Colorado
$215K -$374K -1,048 -63%
EWM
2834
Endowment Wealth Management
Wisconsin
$215K +$217K +610 New
BP
2835
BCK Partners
New York
$215K -$17.8K -50 -8%
ATWA
2836
Arbor Trust Wealth Advisors
Michigan
$215K -$3.56K -10 -2%
USWIA
2837
UP Strategic Wealth Investment Advisors
Pennsylvania
$213K
MCM
2838
Maple Capital Management
Vermont
$213K +$216K +606 New
IAAG
2839
Innovative Asset Advisors Group
Connecticut
$213K +$216K +605 New
SC
2840
Soundwatch Capital
Connecticut
$211K +$214K +600 New
AW
2841
Avion Wealth
Texas
$211K +$356 +1 +0.2%
CA
2842
Cortland Associates
Missouri
$211K +$214K +600 New
RIP
2843
Reliant Investment Partners
North Carolina
$211K +$214K +599 New
WMA
2844
Wealth Management Associates
New Jersey
$211K +$214K +599 New
AI
2845
Auour Investments
Massachusetts
$210K +$213K +598 New
WAL
2846
W Advisors LLC
Tennessee
$210K +$213K +598 New
CB
2847
Chris Bulman
California
$210K -$29.9K -84 -12%
LWA
2848
Legacy Wealth Advisors
Florida
$210K +$213K +597 New
SNBOSD
2849
Security National Bank of So Dak
Iowa
$210K +$213K +597 New
DBG
2850
De Burlo Group
Massachusetts
$209K +$212K +595 New