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Name Holding Trade Value Shares
Change
Change in
Stake
KFSC
4251
Keystone Financial Services (Colorado)
Colorado
$1.97M +$145K +578 +7%
UIM
4252
Unified Investment Management
Georgia
$1.97M -$27.1K -108 -1%
GPW
4253
Genesis Private Wealth
Virginia
$1.97M +$33.1K +132 +2%
AC
4254
AWM Capital
Arizona
$1.97M +$250K +995 +14%
CST
4255
Charles Schwab Trust
Nevada
$1.96M -$100K -400 -5%
MA
4256
MKT Advisors
California
$1.96M -$39.4K -157 -2%
MA
4257
Maxele Advisors
Missouri
$1.96M +$2.06M +8,218 New
EC
4258
Eaton-Cambridge
Arizona
$1.96M +$200K +797 +11%
TFA
4259
Tranquilli Financial Advisor
New Jersey
$1.96M +$450K +1,793 +28%
TWM
4260
TriaGen Wealth Management
California
$1.95M -$251K -1,000 -11%
SFS
4261
Summit Financial Strategies
Ohio
$1.95M -$6.28K -25 -0.3%
SWM
4262
SilverOak Wealth Management
Minnesota
$1.95M +$56K +223 +3%
S
4263
Steadtrust
Texas
$1.95M
BDFN
4264
Bond & Devick Financial Network
Minnesota
$1.95M
DG
4265
Dala Group
Illinois
$1.95M -$61.2K -244 -3%
MFGM
4266
Marshall Financial Group (Maryland)
Maryland
$1.95M +$10.3K +41 +0.5%
LWM
4267
Langley Wealth Management
Mississippi
$1.94M +$2.05M +8,150 New
AT
4268
Arlington Trust
Alabama
$1.94M +$140K +556 +7%
EWM
4269
Echo Wealth Management
Minnesota
$1.94M +$39.9K +159 +2%
PWP
4270
Precedent Wealth Partners
Texas
$1.94M +$515K +2,051 +34%
CNB
4271
Camden National Bank
Maine
$1.94M +$468K +1,866 +30%
UPS
4272
UHLMANN PRICE SECURITIES
Illinois
$1.94M -$21.1K -84 -1%
MWM
4273
MOR Wealth Management
Pennsylvania
$1.94M -$231K -919 -10%
WP
4274
WealthSpring Partners
California
$1.94M -$350K -1,395 -15%
PWM
4275
Pinnacle Wealth Management
California
$1.94M -$101K -403 -5%