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Name Holding Trade Value Shares
Change
Change in
Stake
BBI
2251
Baxter Bros Inc
Connecticut
$203K +$162K +102 New
BMWM
2252
Brown Miller Wealth Management
Virginia
$203K +$162K +102 New
CFG
2253
Citizens Financial Group
Rhode Island
$203K +$162K +102 New
RT
2254
Rockland Trust
Massachusetts
$203K +$162K +102 New
WIM
2255
WealthPlan Investment Management
Nebraska
$203K +$162K +102 New
BFWM
2256
Bright Futures Wealth Management
New York
$202K +$161K +101 New
OWM
2257
Orca Wealth Management
Florida
$201K +$161K +101 New
WA
2258
Winter & Associates
Minnesota
$201K +$161K +101 New
NS
2259
NBC Securities
Alabama
$201K -$33.4K -21 -17%
AW
2260
Alteri Wealth
California
$201K +$161K +101 New
OPWM
2261
Oakwell Private Wealth Management
Texas
$201K +$161K +101 New
PMG
2262
ProVise Management Group
Florida
$201K +$161K +101 New
LI
2263
Louisbourg Investments
New Brunswick, Canada
$199K -$318K -200 -67%
LC
2264
Lavaca Capital
Texas
$199K +$159K +100 New
PWAM
2265
Private Wealth Asset Management
Iowa
$198K – – –
PP
2266
Paladin Partners
Wisconsin
$195K +$156K +98 New
TWD
2267
True Wealth Design
Ohio
$193K – – –
SIC
2268
SJS Investment Consulting
Ohio
$185K +$63.7K +40 +75%
FFA
2269
Frazier Financial Advisors
Ohio
$183K – – –
SFG
2270
Strive Financial Group
Indiana
$179K -$1.59K -1 -1%
GCM
2271
Gables Capital Management
Florida
$179K +$143K +90 New
PWMG
2272
Private Wealth Management Group
New Jersey
$179K +$143K +90 New
PMFA
2273
Plante Moran Financial Advisors
Michigan
$177K +$115K +72 +424%
CT
2274
Clearstead Trust
Maine
$171K -$43K -27 -24%
HFS
2275
Hughes Financial Services
Virginia
$171K – – –