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Name Holding Trade Value Shares
Change
Change in
Stake
IF
3476
IRON Financial
Illinois
$201K +$987 +7 +0.5%
AF
3477
AtlasMark Financial
Texas
$201K – – –
NG
3478
Northstar Group
New York
$201K – – –
TIA
3479
Tandem Investment Advisors
South Carolina
$201K +$1.27K +9 +0.6%
SIC
3480
Sage Investment Counsel
Tennessee
$201K – – –
EL
3481
EWA LLC
Pennsylvania
$201K +$18.7K +133 +10%
AFA
3482
Allium Financial Advisors
Oregon
$201K +$198K +1,401 New
PWS
3483
Peloton Wealth Strategists
Indiana
$200K +$1.13K +8 +0.6%
FFO
3484
Fortitude Family Office
Arizona
$198K -$72.3K -513 -27%
OCM
3485
Osterweis Capital Management
California
$195K +$167K +1,188 +679%
DCBT
3486
Dakota Community Bank & Trust
North Dakota
$194K +$1.69K +12 +0.9%
TLCM
3487
Twin Lakes Capital Management
California
$194K – – –
PP
3488
PrairieView Partners
Minnesota
$192K – – –
C
3489
Covestor
United Kingdom
$190K -$19.3K -137 -9%
MAS
3490
MPWM Advisory Solutions
Georgia
$189K +$37.5K +266 +25%
HFS
3491
Hughes Financial Services
Virginia
$188K -$5.08K -36 -3%
CFG
3492
CKW Financial Group
Hawaii
$188K +$564 +4 +0.3%
MWA
3493
Miller Wealth Advisors
Colorado
$186K +$1.69K +12 +0.9%
BAM
3494
Bellevue Asset Management
Washington
$184K +$1.13K +8 +0.6%
FWM
3495
FSA Wealth Management
Massachusetts
$184K -$10K -71 -5%
SSG
3496
Summit Securities Group
New York
$180K +$22K +156 +14%
CFP
3497
Comprehensive Financial Planning
Pennsylvania
$179K +$1.27K +9 +0.7%
CWM
3498
Centricity Wealth Management
Ohio
$176K +$564 +4 +0.3%
ECM
3499
Eisler Capital Management
United Kingdom
$174K -$330K -2,344 -66%
HA
3500
Heartland Advisors
Wisconsin
$172K +$169K +1,200 New