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Name Holding Trade Value Shares
Change
Change in
Stake
NEPPG
2501
New England Professional Planning Group
Rhode Island
$365K +$29.4K +590 +9%
EP
2502
Eudaimonia Partners
Tennessee
$364K -$38K -761 -9%
BIA
2503
Benchmark Investment Advisors
Illinois
$364K -$67.2K -1,346 -16%
GFG
2504
Goldstone Financial Group
Illinois
$363K +$22.7K +455 +7%
TGAM
2505
TBH Global Asset Management
Tennessee
$361K +$49.1K +984 +16%
JGIA
2506
Jackson Grant Investment Advisers
Connecticut
$361K +$1.95K +39 +0.5%
AA
2507
AlphaQ Advisors
Florida
$360K -$83.5K -1,674 -19%
PPP
2508
Private Portfolio Partners
New Jersey
$360K -$15.6K -313 -4%
RCG
2509
Regatta Capital Group
California
$357K +$17K +341 +5%
LGA
2510
Lebenthal Global Advisors
New York
$357K -$5.89K -118 -2%
AA
2511
Aire Advisors
California
$357K +$599 +12 +0.2%
SIG
2512
Sargent Investment Group
Maryland
$356K -$358K -7,180 -50%
PFG
2513
Prosperity Financial Group
California
$356K -$34.6K -694 -9%
EW
2514
Element Wealth
Mississippi
$356K +$75.9K +1,521 +27%
SDWIA
2515
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$355K
CCA
2516
Clearwater Capital Advisors
Illinois
$353K -$8.43K -169 -2%
SP
2517
Successful Portfolios
Florida
$353K -$27K -542 -7%
FWM
2518
Foguth Wealth Management
Michigan
$352K +$352K +7,057 New
GGI
2519
Godsey & Gibb Inc
Virginia
$352K -$12.7K -255 -3%
WRPWM
2520
Werba Rubin Papier Wealth Management
California
$352K -$5.84K -117 -2%
PNAA
2521
Pictet North America Advisors
Switzerland
$352K -$3.77M -75,505 -91%
APW
2522
Acima Private Wealth
Virginia
$351K -$5.14K -103 -1%
CBFP
2523
Cedar Brook Financial Partners
Ohio
$351K -$3.04K -61 -0.9%
SIG
2524
Spinnaker Investment Group
California
$350K
BFWA
2525
Benchmark Financial Wealth Advisors
Florida
$349K +$60.1K +1,205 +21%