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Name Holding Trade Value Shares
Change
Change in
Stake
IAG Wealth Partners
5626
IAG Wealth Partners
Wisconsin
$458K +$60K +239 +14%
DBK Financial Counsel
5627
DBK Financial Counsel
Ohio
$458K -$92.6K -369 -16%
Sage Investment Advisers
5628
Sage Investment Advisers
New York
$458K -$10.3K -41 -2%
Somerset Trust
5629
Somerset Trust
Pennsylvania
$457K -$6.02K -24 -1%
Gainline Financial Partners
5630
Gainline Financial Partners
Colorado
$457K +$481K +1,916 New
JMG Financial Group
5631
JMG Financial Group
Illinois
$456K – – –
KWB Wealth
5632
KWB Wealth
California
$456K +$110K +438 +30%
Mustico Financial Group
5633
Mustico Financial Group
New York
$456K +$9.29K +37 +2%
Liberty Atlantic Advisors
5634
Liberty Atlantic Advisors
Texas
$453K +$477K +1,901 New
Boston Standard Wealth Management
5635
Boston Standard Wealth Management
Massachusetts
$453K -$7.03K -28 -1%
Clarity Capital Advisors
5636
Clarity Capital Advisors
Florida
$452K – – –
Wilkins Miller Wealth Management
5637
Wilkins Miller Wealth Management
Alabama
$452K -$107K -427 -18%
FTEA
5638
Forty-three Eighteen Advisors
Arkansas
$452K – – –
Willis Investment Counsel
5639
Willis Investment Counsel
Georgia
$451K +$138K +548 +41%
Horizon Advisory Services
5640
Horizon Advisory Services
New York
$450K -$77.8K -310 -14%
Stone Summit Wealth
5641
Stone Summit Wealth
Florida
$449K +$81.6K +325 +21%
Widmann Financial Services
5642
Widmann Financial Services
Maryland
$449K – – –
TL Private Wealth
5643
TL Private Wealth
Texas
$449K – – –
Forza Wealth Management
5644
Forza Wealth Management
Florida
$448K – – –
Yanni & Associates Investment Advisors
5645
Yanni & Associates Investment Advisors
Pennsylvania
$447K +$5.52K +22 +1%
Fortitude Financial
5646
Fortitude Financial
Washington
$446K -$24.8K -99 -5%
Sherman Wealth Management
5647
Sherman Wealth Management
Maryland
$446K – – –
Marathon Strategic Advisors
5648
Marathon Strategic Advisors
Pennsylvania
$445K – – –
Quaker Wealth Management
5649
Quaker Wealth Management
New Jersey
$444K +$55.7K +222 +14%
Farnam Financial
5650
Farnam Financial
Arizona
$443K -$10K -40 -2%