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Name Holding Trade Value Shares
Change
Change in
Stake
CG
1226
CFO4Life Group
Texas
$215K +$208K +1,044 New
SAM
1227
Secure Asset Management
Michigan
$215K -$253K -1,268 -55%
WA
1228
WESPAC Advisors
California
$213K +$206K +1,035 New
IWN
1229
Independent Wealth Network
Iowa
$211K +$205K +1,028 New
SIM
1230
Stratos Investment Management
Ohio
$211K +$205K +1,027 New
RPGK
1231
Retirement Planning Group (Kansas)
Kansas
$211K +$204K +1,026 New
LA
1232
Legacy Advisors
Pennsylvania
$211K +$204K +1,025 New
KWA
1233
Kingswood Wealth Advisors
California
$210K +$204K +1,024 New
JWBC
1234
J.W. Burns & Co
New York
$209K +$202K +1,016 New
SCP
1235
Sivia Capital Partners
California
$208K +$202K +1,013 New
SGI
1236
Summit Global Investments
Utah
$208K -$202K -1,015 -50%
OWM
1237
OneAscent Wealth Management
Alabama
$208K +$201K +1,011 New
AIM
1238
Allen Investment Management
New York
$206K +$199K +1,000 New
BI
1239
Ballast Inc
Kentucky
$206K +$199K +1,000 New
CWIG
1240
Chung Wu Investment Group
Texas
$206K +$199K +1,000 New
EHC
1241
Everett Harris & Co
California
$205K +$198K +996 New
SA
1242
Stewardship Advisors
Pennsylvania
$204K +$198K +994 New
FCG
1243
Fielder Capital Group
Tennessee
$204K +$198K +994 New
LGF
1244
LGT Group Foundation
Liechtenstein
$204K +$198K +992 New
FCM
1245
Fourpath Capital Management
Oklahoma
$203K +$197K +989 New
FNT
1246
First National Trust
Pennsylvania
$202K +$196K +984 New
DO
1247
denkapparat Operations
Germany
$202K -$76.9K -386 -28%
CFD
1248
Creative Financial Designs
Indiana
$202K -$8.17K -41 -4%
GM
1249
GeoWealth Management
Illinois
$193K -$109K -545 -37%
CSC
1250
Cove Street Capital
California
$193K – – –