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Name Holding Trade Value Shares
Change
Change in
Stake
PFC
3976
Phocas Financial Corp
California
$228K +$201K +1,100 New
AFS
3977
AFG Fiduciary Services
Massachusetts
$228K +$209K +1,144 New
GBWM
3978
Granite Bay Wealth Management
New Hampshire
$227K +$200K +1,096 New
PWA
3979
PCG Wealth Advisors
Kansas
$227K +$200K +1,096 New
APC
3980
Aspire Private Capital
North Carolina
$227K +$200K +1,096 New
DP
3981
Denver PWM
Colorado
$225K +$226K +1,241 New
1CP
3982
1015 Capital Partners
Pennsylvania
$225K -$365 -2 -0.2%
KFP
3983
Kerr Financial Planning
California
$225K +$12.9K +71 +6%
GSF
3984
Grove Street Fiduciary
New Hampshire
$224K +$198K +1,085 New
EFG
3985
Elevated Financial Group
Indiana
$224K +$198K +1,084 New
GWA
3986
Geometric Wealth Advisors
District of Columbia
$224K +$197K +1,083 New
PAM
3987
PVG Asset Management
Colorado
$224K +$226K +1,240 New
CD
3988
Capital Developers
North Carolina
$224K +$197K +1,081 New
SFS
3989
Security Financial Services
Indiana
$222K +$196K +1,075 New
BBWP
3990
Beacon Bridge Wealth Partners
Pennsylvania
$222K +$196K +1,073 New
IF
3991
Ironwood Financial
Arizona
$222K +$195K +1,071 New
APA
3992
Astoria Portfolio Advisors
New York
$222K +$912 +5 +0.4%
IFA
3993
Index Fund Advisors
California
$221K +$195K +1,070 New
AC
3994
AWM Capital
Arizona
$221K -$52.9K -290 -21%
CRFG
3995
Columbia River Financial Group
Washington
$221K +$195K +1,071 New
DFA
3996
DHJJ Financial Advisors
Illinois
$221K – – –
IIM
3997
IFC & Insurance Marketing
California
$221K +$3.1K +17 +2%
GCM
3998
Generation Capital Management
New York
$221K +$194K +1,066 New
FFC
3999
Frederick Financial Consultants
Maryland
$220K +$194K +1,066 New
FFS
4000
Fortress Financial Solutions
Arizona
$220K +$194K +1,065 New