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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
2351
Alessandra Capital Management
California
$213K +$202K +500 New
BF
2352
bLong Financial
Tennessee
$213K +$202K +500 New
WG
2353
WMS Group
Louisiana
$213K +$202K +500 New
SI
2354
Stonekeep Investments
New Mexico
$213K +$202K +500 New
CTC
2355
Cetera Trust Company
Minnesota
$212K -$30.2K -75 -13%
MW
2356
Marble Wealth
Alabama
$211K +$199K +494 New
WAG
2357
Winthrop Advisory Group
Massachusetts
$210K +$199K +493 New
CWM
2358
Cherrydale Wealth Management
New Jersey
$210K +$199K +493 New
PFM
2359
Phillips Financial Management
Indiana
$210K +$199K +493 New
KFAS
2360
Keating Financial Advisory Services
Kansas
$209K +$17.3K +43 +10%
AIA
2361
Allied Investment Advisors
Montana
$209K +$198K +491 New
HI
2362
Human Investing
Oregon
$209K +$198K +490 New
IPAM
2363
Investment Partners Asset Management
New Jersey
$208K +$197K +489 New
MCC
2364
Money Concepts Capital
Florida
$208K +$197K +489 New
GAM
2365
GEM Asset Management
Michigan
$208K +$197K +488 New
LRPA
2366
L. Roy Papp & Associates
Arizona
$207K +$196K +486 New
CRI
2367
Commonwealth Retirement Investments
Virginia
$207K +$196K +485 New
SWA
2368
Sightline Wealth Advisors
Connecticut
$207K +$196K +485 New
BFG
2369
Birch Financial Group
New Hampshire
$207K +$196K +485 New
CWP
2370
Curated Wealth Partners
California
$207K +$196K +485 New
BAM
2371
Bayshore Asset Management
Florida
$206K +$195K +484 New
KV
2372
Kickstand Ventures
New York
$206K +$195K +484 New
FMP
2373
Financial Management Professionals
Texas
$206K +$7.26K +18 +4%
TPF
2374
Tribridge Partners Financial
Maryland
$206K +$208K +516 New
FWP
2375
Fiduciary Wealth Partners
Massachusetts
$205K +$194K +481 New