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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
3101
Pettinga Financial Advisors
Indiana
$576K -$53.8K -295 -10%
RFS
3102
Richardson Financial Services
Massachusetts
$576K +$62.2K +341 +14%
ABLA
3103
Alan B. Lancz & Associates
Ohio
$576K
LC
3104
Lincoln Capital
Nebraska
$576K +$197K +1,082 +64%
BDL
3105
Bey-Douglas LLC
Georgia
$576K +$19.1K +105 +4%
RFN
3106
Redwood Financial Network
Ohio
$575K -$9.3K -51 -2%
TVPW
3107
Third View Private Wealth
Connecticut
$575K +$507K +2,779 New
LA
3108
Lifeworks Advisors
Michigan
$574K +$23K +126 +5%
VF
3109
Vawter Financial
Ohio
$573K +$365 +2 +0.1%
Vanguard Capital Wealth Advisors
3110
Vanguard Capital Wealth Advisors
Colorado
$573K +$72.9K +400 +17%
KCIC
3111
Kuhn & Co Investment Counsel
Illinois
$572K +$91K +499 +22%
AWAU
3112
Alliance Wealth Advisors (Utah)
Utah
$570K -$160K -875 -24%
AWA
3113
Amplius Wealth Advisors
Pennsylvania
$568K -$9.48K -52 -2%
CLIP
3114
Colter Lewis Investment Partners
Connecticut
$568K +$501K +2,746 New
SIS
3115
Strategic Investment Solutions
Illinois
$568K -$308K -1,688 -38%
AWAP
3116
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$568K +$2.19K +12 +0.4%
XPN
3117
XY Planning Network
Montana
$567K +$523K +2,870 New
PAS
3118
PKS Advisory Services
New York
$566K +$115K +628 +30%
PWM
3119
Parkshore Wealth Management
California
$566K +$4.74K +26 +1%
FBFS
3120
First Business Financial Services
Wisconsin
$565K
SWG
3121
Summit Wealth Group
Vermont
$565K +$86.1K +472 +21%
MCM
3122
MV Capital Management
Maryland
$565K -$53.4K -293 -10%
EG
3123
Ellerson Group
Maryland
$564K
SA
3124
Sylvest Advisors
Texas
$564K -$22.1K -121 -4%
CDWM
3125
Campbell Deegan Wealth Management
Virginia
$563K -$22.8K -125 -4%