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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
2226
Falcon Wealth Planning
California
$395K -$13K -110 -3%
FCG
2227
Financial Connections Group
California
$395K +$258K +2,190 +174%
SWM
2228
Silverlake Wealth Management
Vermont
$395K -$56.4K -479 -12%
FF
2229
Francis Financial
$394K +$23.1K +196 +8%
PBK
2230
Peoples Bank (Kansas)
Kansas
$394K -$549K -4,665 -58%
SDH
2231
Sloy Dahl & Holst
Washington
$393K -$3.65K -31 -0.9%
HVIA
2232
Hudson Valley Investment Advisors
New York
$393K -$11.8K -100 -3%
TFM
2233
TFC Financial Management
Massachusetts
$393K +$353 +3 +0.1%
SSA
2234
South Street Advisors
New York
$392K – – –
LFA
2235
Laraway Financial Advisors
Minnesota
$392K – – –
VFPW
2236
Vantage Financial Partners (Wisconsin)
Wisconsin
$391K -$10K -85 -2%
KLI
2237
Kelman-Lazarov Inc
Tennessee
$391K -$31.3K -266 -7%
BC
2238
Barrett & Company
Rhode Island
$391K +$236 +2 +0.1%
API
2239
Asset Planning Inc
California
$391K -$10.8K -92 -3%
FFP
2240
FourThought Financial Partners
Florida
$391K -$48.2K -409 -11%
SI
2241
Stonekeep Investments
New Mexico
$391K +$2.47K +21 +0.6%
M
2242
MOTCO
Texas
$390K +$40K +340 +11%
DP
2243
Dearborn Partners
Illinois
$390K -$101K -855 -20%
SWP
2244
Strategic Wealth Partners
Ohio
$389K -$66K -560 -14%
LSIA
2245
LaSalle St. Investment Advisors
Illinois
$389K +$9.89K +84 +3%
BHB
2246
Bank Hapoalim BM
Israel
$387K -$34.7K -295 -8%
RPCONE
2247
Retirement Planning Company of New England
Rhode Island
$387K +$2.12K +18 +0.5%
EWS
2248
Eagle Wealth Strategies
New Jersey
$386K +$28.1K +239 +8%
BHPW
2249
Beverly Hills Private Wealth
California
$386K -$118 -1 -0%
TC
2250
Trilogy Capital
California
$386K -$22.5K -191 -5%