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Name Holding Trade Value Shares
Change
Change in
Stake
CFGA
4501
Cambridge Financial Group (Arizona)
Arizona
$1.34M -$17.6K -80 -1%
TFA
4502
Tranquilli Financial Advisor
New Jersey
$1.34M +$193K +876 +16%
HIF
4503
Hill Island Financial
Michigan
$1.34M +$88.3K +401 +7%
SW
4504
SMART Wealth
Nebraska
$1.34M -$579K -2,630 -29%
SWM
4505
SFG Wealth Management
Maryland
$1.33M -$534K -2,427 -27%
AAA
4506
AG Asset Advisory
California
$1.33M
DWM
4507
Daner Wealth Management
Georgia
$1.33M -$27.1K -123 -2%
LCOV
4508
London Company of Virginia
Virginia
$1.33M
IP
4509
Investment Partners
Ohio
$1.33M -$300K -1,361 -18%
RLIM
4510
Red Lighthouse Investment Management
New York
$1.33M +$9.03K +41 +0.6%
OPWM
4511
Oakwell Private Wealth Management
Texas
$1.33M -$63.9K -290 -4%
KFG
4512
Kelly Financial Group
Connecticut
$1.33M -$15.4K -70 -1%
KG
4513
Kilter Group
New York
$1.33M +$126K +571 +10%
LHWM
4514
Lake Hills Wealth Management
Texas
$1.33M -$2.86K -13 -0.2%
PAG
4515
Powers Advisory Group
Illinois
$1.32M +$28.6K +130 +2%
MFG
4516
Mosaic Financial Group
Illinois
$1.32M +$7.71K +35 +0.6%
NWM
4517
Nolet Wealth Management
Texas
$1.32M -$233K -1,059 -14%
E
4518
Entelevest
Florida
$1.32M +$208K +946 +18%
HIW
4519
Holos Integrated Wealth
Pennsylvania
$1.32M +$762K +3,461 +128%
DACG
4520
Donor Advised Charitable Giving
California
$1.31M
SA
4521
Sonoma Allocations
California
$1.31M -$174K -790 -11%
BWM
4522
BankPlus Wealth Management
Mississippi
$1.31M +$409K +1,859 +42%
RA
4523
Resolute Advisors
California
$1.31M +$700K +3,178 +102%
TFG
4524
Taylor Financial Group
Virginia
$1.31M +$16.5K +75 +1%
CNB
4525
Camden National Bank
Maine
$1.31M +$45.4K +206 +3%