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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
3151
Castle Wealth Management
Florida
$214K +$189K +3,078 New
PCM
3152
Poehling Capital Management
Wisconsin
$213K +$189K +3,073 New
OCM
3153
Osterweis Capital Management
California
$213K +$185K +3,007 +5,012%
HA
3154
HFG Advisors
Ohio
$212K -$23.5K -382 -11%
RFG
3155
REAP Financial Group
Texas
$212K +$91.4K +1,487 +94%
DFC
3156
DBK Financial Counsel
Ohio
$212K +$188K +3,061 New
OBWP
3157
O'Brien Wealth Partners
Massachusetts
$212K +$175K +2,846 +1,368%
GSAM
3158
Grant Street Asset Management
Pennsylvania
$212K +$187K +3,050 New
RHP
3159
Royal Harbor Partners
Texas
$212K +$187K +3,050 New
NA
3160
Nautilus Advisors
California
$211K +$187K +3,047 New
THL
3161
Tillman Hartley LLC
Colorado
$211K +$187K +3,043 New
ES
3162
Eagle Strategies
New York
$211K +$187K +3,043 New
NJIM
3163
Nabity-Jensen Investment Management
Nebraska
$211K +$187K +3,038 New
HAFS
3164
Hapanowicz & Associates Financial Services
Pennsylvania
$210K +$186K +3,023 New
BFG
3165
Birch Financial Group
New Hampshire
$209K +$185K +3,018 New
SFG
3166
Snider Financial Group
Washington
$209K +$185K +3,015 New
GA
3167
Goldstein Advisors
Wisconsin
$209K +$185K +3,013 New
DF
3168
Dunhill Financial
United Kingdom
$208K +$108K +1,760 +142%
PFM
3169
Phillips Financial Management
Indiana
$208K +$184K +3,002 New
Fiera Capital (Canada)
3170
Fiera Capital (Canada)
Quebec, Canada
$208K -$404K -6,579 -69%
MLA
3171
My Legacy Advisors
Oregon
$208K +$186K +3,025 New
PHAM
3172
Palisades Hudson Asset Management
Florida
$208K +$184K +2,996 New
TCWM
3173
Total Clarity Wealth Management
Illinois
$208K -$817K -13,294 -82%
NFP
3174
Narus Financial Partners
Utah
$208K +$184K +2,991 New
YWM
3175
Yukon Wealth Management
Kansas
$207K +$184K +2,990 New