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Name Holding Trade Value Shares
Change
Change in
Stake
RAG
3551
RIA Advisory Group
Iowa
$294K -$318K -3,038 -55%
PIMG
3552
Patriot Investment Management Group
Tennessee
$294K -$285K -2,724 -52%
WAS
3553
Wealth Advisory Solutions
Indiana
$293K -$17.9K -171 -6%
FIM
3554
FWL Investment Management
Texas
$292K +$48.6K +465 +23%
IW
3555
Instrumental Wealth
Florida
$291K +$259K +2,475 New
APW
3556
Axim Planning & Wealth
Ohio
$290K +$258K +2,467 New
GIA
3557
Goodwin Investment Advisory
Georgia
$289K +$258K +2,464 New
BCM
3558
Bannerstone Capital Management
Minnesota
$289K +$258K +2,464 New
KIG
3559
Kennedy Investment Group
New Jersey
$289K +$257K +2,461 New
CC
3560
Climber Capital
Switzerland
$289K -$795K -7,600 -76%
IIM
3561
Ipswich Investment Management
Massachusetts
$288K +$257K +2,453 New
WPA
3562
Winning Points Advisors
Florida
$288K +$256K +2,448 New
CFGSD
3563
Compass Financial Group (South Dakota)
South Dakota
$287K +$255K +2,440 New
PFM
3564
Phillips Financial Management
Indiana
$286K +$254K +2,433 New
FPI
3565
Financial Plan Inc
Washington
$285K +$254K +2,430 New
BFP
3566
Briaud Financial Planning
Texas
$285K +$254K +2,429 New
ACA
3567
Arsenal Capital Advisors
Pennsylvania
$285K +$254K +2,424 New
MWA
3568
MFA Wealth Advisors
Pennsylvania
$285K +$254K +2,424 New
GF
3569
GGM Financials
Ohio
$284K +$35.8K +342 +16%
UWM
3570
USAdvisors Wealth Management
Minnesota
$284K +$255K +2,442 New
DWM
3571
Dogwood Wealth Management
Kansas
$283K +$9.41K +90 +4%
LGW
3572
Leslie Global Wealth
Illinois
$283K +$252K +2,412 New
WN
3573
Williams & Novak
California
$283K +$252K +2,412 New
MSFP
3574
Mark Sheptoff Financial Planning
Connecticut
$283K – – –
ACA
3575
Alpha Capital Advisors
Maine
$283K +$252K +2,408 New