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Name Holding Trade Value Shares
Change
Change in
Stake
AWP
2101
Avid Wealth Partners
Texas
$259K +$207K +130 New
BWM
2102
Brickley Wealth Management
California
$259K +$207K +130 New
CWS
2103
Cypress Wealth Services
California
$259K +$207K +130 New
EBA
2104
Eagle Bay Advisors
New York
$259K +$207K +130 New
MCP
2105
Mirador Capital Partners
California
$259K +$207K +130 New
WIM
2106
Warwick Investment Management
Texas
$259K +$207K +130 New
DFG
2107
Demars Financial Group
Washington
$258K +$207K +130 New
NDSI
2108
Newman Dignan & Sheerar Inc
Rhode Island
$257K +$205K +129 New
PB
2109
Pinnacle Bancorp
Nebraska
$257K +$4.78K +3 +2%
SFGP
2110
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$257K +$205K +129 New
IIC
2111
Integrated Investment Consultants
Michigan
$255K +$204K +128 New
SO
2112
Sierra Ocean
California
$255K +$204K +128 New
EWP
2113
Elevation Wealth Partners
California
$253K +$30.2K +19 +18%
PJSIMP
2114
P.J. Schmidt Investment Management (PJS)
Wisconsin
$253K +$202K +127 New
WF
2115
Whelan Financial
California
$253K +$202K +127 New
GBWM
2116
Granite Bay Wealth Management
New Hampshire
$252K +$202K +127 New
IFPL
2117
Investments & Financial Planning LLC
Kentucky
$252K -$46.2K -29 -19%
CFA
2118
Cahill Financial Advisors
Minnesota
$252K +$201K +126 New
MWP
2119
Madison Wealth Partners
Wisconsin
$251K +$201K +126 New
BONST
2120
Bank of Nova Scotia Trust
Ontario, Canada
$251K +$201K +126 New
BFA
2121
Bill Few Associates
Pennsylvania
$251K +$201K +126 New
FCA
2122
FLC Capital Advisors
California
$251K +$201K +126 New
HIM
2123
Hanlon Investment Management
New Jersey
$251K +$201K +126 New
QFA
2124
Quantum Financial Advisors
California
$251K +$201K +126 New
SSA
2125
South Street Advisors
New York
$251K +$201K +126 New