Name Holding Trade Value Shares
Change
Change in
Stake
IF
2251
Integrity Financial
Wyoming
$567K +$57 +1 +0%
PAS
2252
PKS Advisory Services
New York
$567K +$547K +9,574 New
SA
2253
Strategic Advocates
Utah
$567K -$158K -2,768 -22%
CWG
2254
Cornerstone Wealth Group
North Carolina
$566K +$63.6K +1,114 +13%
SHF
2255
Safe Harbor Fiduciary
Florida
$560K -$289K -5,055 -35%
CL
2256
COWA LLC
Oklahoma
$560K -$19.9K -349 -4%
AIM
2257
Acropolis Investment Management
Missouri
$560K -$96.5K -1,689 -15%
PW
2258
Peninsula Wealth
California
$559K +$30.3K +531 +6%
NFG
2259
Nadler Financial Group
Illinois
$559K -$8.91K -156 -2%
PIMG
2260
Patriot Investment Management Group
Tennessee
$559K +$514 +9 +0.1%
SDAM
2261
Shulman DeMeo Asset Management
New York
$557K -$63.1K -1,105 -11%
PSP
2262
Principal Street Partners
Tennessee
$556K -$246K -4,308 -31%
GL
2263
Gerber LLC
Ohio
$555K +$57 +1 +0%
RTC
2264
Riverview Trust Company
Washington
$555K – – –
BBI
2265
Baxter Bros Inc
Connecticut
$555K +$628 +11 +0.1%
VCWM
2266
Vista Cima Wealth Management
Arizona
$554K +$535K +9,360 New
EWA
2267
Encompass Wealth Advisors
Oregon
$553K -$356K -6,230 -40%
ECA
2268
Elevated Capital Advisors
Utah
$553K +$118K +2,073 +29%
GFA
2269
Gallagher Fiduciary Advisors
Illinois
$553K +$102K +1,782 +24%
BWG
2270
Beta Wealth Group
California
$552K +$11.4K +200 +2%
Members Trust
2271
Members Trust
Florida
$551K -$27.8K -486 -5%
BWP
2272
Balboa Wealth Partners
Arizona
$549K +$108K +1,895 +26%
VCP
2273
Verus Capital Partners
Arizona
$549K -$55.5K -971 -9%
AIM
2274
Advyzon Investment Management
Illinois
$549K +$529K +9,266 New
BW
2275
BIP Wealth
Georgia
$548K +$73.8K +1,292 +16%