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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1701
Ceeto Capital Group
Florida
$242K +$211K +773 New
SWG
1702
Summit Wealth Group
Vermont
$242K +$211K +773 New
KAS
1703
KPP Advisory Services
Kentucky
$241K +$211K +772 New
CPA
1704
Cardiff Park Advisors
California
$241K +$211K +770 New
CA
1705
Calton & Associates
Florida
$240K -$44.6K -163 -17%
FWM
1706
Forza Wealth Management
Florida
$240K +$210K +767 New
PWMG
1707
Prestige Wealth Management Group
New Jersey
$239K
SBIA
1708
Sheaff Brock Investment Advisors
Indiana
$238K -$1.11M -4,068 -84%
HWP
1709
Hibernia Wealth Partners
Louisiana
$238K +$208K +761 New
NW
1710
Naviter Wealth
Arkansas
$238K +$208K +761 New
JWBC
1711
J.W. Burns & Co
New York
$238K +$208K +760 New
PTB
1712
Pioneer Trust Bank
Oregon
$237K +$207K +758 New
EIA
1713
Eldridge Investment Advisors
New Hampshire
$237K +$207K +757 New
LMKC
1714
L.M. Kohn & Company
Ohio
$236K +$206K +755 New
AB
1715
Atlas Brown
Kentucky
$235K +$206K +753 New
FCIM
1716
Fairview Capital Investment Management
California
$235K +$206K +753 New
SAM
1717
S.A. Mason
Michigan
$235K -$13.9K -51 -6%
HGERS
1718
Householder Group Estate & Retirement Specialist
Arizona
$234K -$2.73K -10 -1%
WFS
1719
Weitzel Financial Services
Iowa
$234K +$205K +748 New
BWM
1720
BKM Wealth Management
Wisconsin
$232K -$8.75K -32 -4%
DFG
1721
Delta Financial Group
New Jersey
$232K +$203K +742 New
RWM
1722
Raffa Wealth Management
District of Columbia
$231K +$173K +632 +585%
AG
1723
Ascent Group
Virginia
$231K +$202K +739 New
BWM
1724
BigSur Wealth Management
Florida
$231K +$202K +737 New
ET
1725
Equitable Trust
Tennessee
$231K +$202K +738 New