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Name Holding Trade Value Shares
Change
Change in
Stake
FC
2851
Family CFO
California
$130K +$126K +396 New
GWSG
2852
GPS Wealth Strategies Group
Colorado
$128K -$302K -952 -71%
TC
2853
Trust Company
Kansas
$127K +$57.7K +182 +89%
WPWM
2854
Western Pacific Wealth Management
Illinois
$124K
KA
2855
Kozak & Associates
Colorado
$124K +$634 +2 +0.5%
BWM
2856
Bernard Wealth Management
Michigan
$124K
CS
2857
CapitalatWork SA
$123K
CT
2858
Clearstead Trust
Maine
$123K -$56.1K -177 -32%
SWM
2859
SHP Wealth Management
Massachusetts
$121K +$117K +370 New
OAJ
2860
Ogorek Anthony Joseph
New York
$121K -$6.34K -20 -5%
GG
2861
Gleason Group
Kentucky
$119K +$634 +2 +0.6%
AAG
2862
Armstrong Advisory Group
Massachusetts
$118K
MS
2863
Monetary Solutions
Ohio
$118K +$114K +359 New
CF
2864
Conquis Financial
California
$116K
ISWM
2865
Intesa Sanpaolo Wealth Management
$115K +$111K +350 New
FC
2866
Financial Consulate
Maryland
$114K -$952 -3 -0.9%
POIA
2867
Pin Oak Investment Advisors
Texas
$113K
IWP
2868
IAG Wealth Partners
Wisconsin
$111K +$317 +1 +0.3%
QA
2869
Quattro Advisors
Pennsylvania
$110K +$106K +335 New
AP
2870
Aspect Partners
Virginia
$109K -$77.4K -244 -42%
TFGT
2871
TS Financial Group (TSFG)
Illinois
$107K
LIA
2872
Limestone Investment Advisors
New York
$105K +$102K +320 New
VWM
2873
Vermillion Wealth Management
Minnesota
$105K +$317 +1 +0.3%
DFA
2874
DHJJ Financial Advisors
Illinois
$104K
PWA
2875
Principia Wealth Advisory
Texas
$103K -$82.8K -261 -45%