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Name Holding Trade Value Shares
Change
Change in
Stake
MAG
2076
M3 Advisory Group
Massachusetts
$263K +$259K +1,316 New
SWK
2077
Stephen W. Kidder
$263K – – –
MSFS
2078
Main Street Financial Solutions
Pennsylvania
$263K -$634K -3,220 -71%
VC
2079
Veracity Capital
Georgia
$263K -$44.5K -226 -15%
PSP
2080
Principal Street Partners
Tennessee
$263K – – –
NEWAS
2081
N.E.W. Advisory Services
Wisconsin
$263K +$258K +1,313 New
GSEP
2082
Golden State Equity Partners
California
$263K +$15K +76 +6%
TCM
2083
TD Capital Management
Tennessee
$262K +$1.77K +9 +0.7%
WF
2084
Wayfinding Financial
Washington
$262K +$14.6K +74 +6%
Diversify Advisory Services
2085
Diversify Advisory Services
Utah
$261K -$306K -1,554 -54%
NCM
2086
NCM Capital Management
New Jersey
$261K +$14K +71 +6%
MCM
2087
Manchester Capital Management
Vermont
$260K +$29.1K +148 +13%
Perfromance Wealth Partners
2088
Perfromance Wealth Partners
Illinois
$260K -$80.9K -411 -24%
BCM
2089
Bourgeon Capital Management
Connecticut
$260K – – –
LWM
2090
Level Wealth Management
North Carolina
$260K – – –
MWM
2091
Mindset Wealth Management
Indiana
$260K +$2.16K +11 +0.9%
CA
2092
Continuum Advisory
Idaho
$260K +$46.6K +237 +22%
AIM
2093
Advyzon Investment Management
Illinois
$258K +$254K +1,291 New
SFC
2094
Swisher Financial Concepts
Ohio
$258K +$253K +1,288 New
CWM
2095
Chemistry Wealth Management
New York
$258K -$44.3K -225 -15%
IFA
2096
Independence Financial Advisors
New Hampshire
$257K +$252K +1,283 New
LC
2097
LCNB Corp
Ohio
$257K +$252K +1,283 New
PWM
2098
Palacios Wealth Management
Florida
$256K – – –
AWM
2099
Accredited Wealth Management
Kentucky
$256K +$21.6K +110 +9%
BFS
2100
Burr Financial Services
California
$256K +$252K +1,279 New