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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1201
Lynch & Associates
Indiana
$264K +$234K +12,731 New
PWP
1202
Principle Wealth Partners
Connecticut
$263K -$22.7K -1,231 -9%
CA
1203
Claro Advisors
Massachusetts
$261K +$31.6K +1,719 +16%
SI
1204
Saxon Interests
Texas
$261K +$197K +10,730 New
MAM
1205
Morse Asset Management
Connecticut
$261K +$231K +12,554 New
GI
1206
GAMCO Investors
Connecticut
$260K -$9.2K -500 -4%
SPAS
1207
Spectrum Planning & Advisory Services
California
$259K +$40.6K +2,208 +22%
Jones Financial Companies
1208
Jones Financial Companies
Missouri
$259K +$69.6K +3,780 +43%
BHWM
1209
Beaird Harris Wealth Management
Texas
$259K +$229K +12,469 New
SIA
1210
Schechter Investment Advisors
Michigan
$259K +$230K +12,475 New
6F
1211
626 Financial
Michigan
$258K +$228K +12,407 New
WA
1212
WBH Advisory
Maryland
$258K +$229K +12,434 New
HCP
1213
Hexagon Capital Partners
Arkansas
$257K +$22.1K +1,200 +11%
SIAG
1214
Safeguard Investment Advisory Group
California
$256K -$4.12K -224 -2%
KJWM
1215
Kiley Juergens Wealth Management
Washington
$255K +$226K +12,257 New
GIA
1216
GHP Investment Advisors
Colorado
$255K +$226K +12,274 New
SPWG
1217
Sage Private Wealth Group
Illinois
$254K -$11.6K -630 -5%
PP
1218
PrairieView Partners
Minnesota
$253K -$38.2K -2,078 -15%
BIA
1219
Barry Investment Advisors
Massachusetts
$253K -$3.88K -211 -2%
PP
1220
Palladium Partners
Virginia
$252K +$18.4K +1,000 +9%
ORC
1221
O'Rourke & Company
Massachusetts
$252K +$223K +12,111 New
PFA
1222
Pinnacle Family Advisors
Missouri
$251K +$222K +12,072 New
FLPIM
1223
F.L. Putnam Investment Management
Massachusetts
$250K -$40.3K -2,189 -15%
WDC
1224
Woodward Diversified Capital
California
$250K -$4.51K -245 -2%
CMS
1225
Capital Market Strategies
Florida
$250K +$221K +12,032 New