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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2576
Outlook Wealth Advisors
Texas
$203K +$205K +1,638 New
CAL
2577
Capital Advisors Ltd
Ohio
$202K – – –
ZF
2578
Zhang Financial
Michigan
$202K +$204K +1,630 New
NFG
2579
Norris Financial Group
South Carolina
$202K -$26.4K -211 -11%
TF
2580
TimeScale Financial
Massachusetts
$200K -$21.4K -171 -10%
TI
2581
Truehand Inc
New Hampshire
$200K -$500 -4 -0.2%
LWA
2582
Lenox Wealth Advisors
New York
$198K -$19.9K -159 -9%
LFG
2583
LifePlan Financial Group
Ohio
$196K +$2K +16 +1%
HR
2584
Howe & Rusling
New York
$194K -$24.5K -196 -11%
OGC
2585
Oak Grove Capital
New Hampshire
$188K +$11.3K +90 +6%
CPW
2586
Catalyst Private Wealth
California
$186K +$188K +1,503 New
RWM
2587
Raffa Wealth Management
District of Columbia
$185K -$4.38K -35 -2%
FQ
2588
First Quadrant
California
$182K -$1.08M -8,624 -85%
BCP
2589
Blue Chip Partners
Michigan
$181K +$3.88K +31 +2%
PP
2590
PrairieView Partners
Minnesota
$174K – – –
AFIA
2591
America First Investment Advisors
Nebraska
$168K – – –
RG
2592
Retirement Group
California
$164K -$78.7K -630 -32%
SFPG
2593
Stonebridge Financial Planning Group
Florida
$156K -$10.4K -83 -6%
VIM
2594
Veritas Investment Management
United Kingdom
$155K – – –
SL
2595
Savior LLC
Massachusetts
$151K -$24K -192 -14%
HWM
2596
HighMark Wealth Management
Minnesota
$151K – – –
MWP
2597
Meridian Wealth Partners
Pennsylvania
$148K -$18.2K -146 -11%
FMT
2598
First Mercantile Trust
Tennessee
$145K -$12.5K -100 -9%
AW
2599
Avion Wealth
Texas
$143K +$40.6K +325 +39%
MS
2600
Marshall & Sullivan
Washington
$143K +$144K +1,152 New