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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
2226
Strategic Investment Advisors
Michigan
$206K +$205K +577 New
TWM
2227
Tanager Wealth Management
United Kingdom
$206K +$205K +575 New
PCP
2228
Proficio Capital Partners
Massachusetts
$205K +$204K +574 New
PWMG
2229
Private Wealth Management Group
New Jersey
$205K +$35.6K +100 +21%
CTC
2230
Cetera Trust Company
Minnesota
$205K
TFM
2231
TFC Financial Management
Massachusetts
$204K -$14.9K -42 -7%
DCBT
2232
Dakota Community Bank & Trust
North Dakota
$204K -$8.19K -23 -4%
OPA
2233
Old Port Advisors
Maine
$204K +$203K +570 New
TC
2234
Truvestments Capital
Florida
$203K +$26.7K +75 +15%
PWP
2235
Perfromance Wealth Partners
Illinois
$203K -$49.5K -139 -20%
BC
2236
Barrett & Company
Rhode Island
$203K
AIA
2237
Accelerate Investment Advisors
California
$203K +$202K +568 New
EGWAG
2238
Elwood & Goetz Wealth Advisory Group
Georgia
$202K +$201K +565 New
HBWM
2239
Hollow Brook Wealth Management
New York
$202K +$201K +565 New
BLC
2240
Brown, Lisle/Cummings
Rhode Island
$202K +$29.9K +84 +17%
SC
2241
Sierra Capital
Florida
$202K +$201K +564 New
KFS
2242
Kelly Financial Services
Massachusetts
$202K +$201K +564 New
AGC
2243
August Group Capital
$201K +$200K +563 New
WFAG
2244
Wescott Financial Advisory Group
Pennsylvania
$201K +$200K +562 New
WTFG
2245
Wood Tarver Financial Group
Idaho
$201K +$200K +562 New
MWP
2246
Meredith Wealth Planning
Illinois
$201K +$200K +561 New
WBC
2247
West Branch Capital
Massachusetts
$198K -$11.7K -33 -6%
CA
2248
Crewe Advisors
Utah
$192K +$10.7K +30 +6%
PAM
2249
Parvin Asset Management
South Dakota
$190K
WIM
2250
Westside Investment Management
California
$189K