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Name Holding Trade Value Shares
Change
Change in
Stake
RS
3476
R Squared
Hong Kong
$313K +$347K +951 New
WW
3477
Waterfront Wealth
Kansas
$312K – – –
MA
3478
Mezzasalma Advisors
New Jersey
$311K – – –
LWA
3479
Legacy Wealth Advisors
Florida
$311K +$106K +292 +45%
FPH
3480
Financial Planning Hawaii
Hawaii
$310K +$364 +1 +0.1%
ALC
3481
Alexander Labrunerie & Co
Missouri
$310K -$52.1K -143 -13%
BFA
3482
Bridgelight Financial Advisors
Connecticut
$309K -$18.9K -52 -5%
WJA
3483
Willis Johnson & Associates
Texas
$309K -$14.2K -39 -4%
DF
3484
Dunhill Financial
United Kingdom
$309K -$24.8K -68 -7%
S
3485
Sachetta
Massachusetts
$309K +$68.1K +187 +25%
AFM
3486
Armstrong Fleming & Moore
District of Columbia
$309K +$19.3K +53 +6%
GPWA
3487
Gaddis Premier Wealth Advisors
Oklahoma
$308K – – –
MAMG
3488
Milestone Asset Management Group
Connecticut
$308K +$1.82K +5 +0.5%
WHCI
3489
W.H. Cornerstone Investments
Massachusetts
$307K -$62K -170 -15%
National Philanthropic Trust
3490
National Philanthropic Trust
Pennsylvania
$307K -$102K -280 -23%
OWCM
3491
One Wealth Capital Management
Arizona
$306K +$4.74K +13 +1%
IWP
3492
IAG Wealth Partners
Wisconsin
$306K -$23.3K -64 -6%
TCOK
3493
Trust Company of Kansas
Kansas
$306K – – –
HIF
3494
Hill Island Financial
Michigan
$306K -$1.82K -5 -0.5%
TFA
3495
Teamwork Financial Advisors
Texas
$305K – – –
IWS
3496
Integrity Wealth Solutions
Colorado
$304K +$1.09K +3 +0.3%
HFRG
3497
Houlihan Financial Resource Group
Virginia
$303K – – –
PB
3498
Prosperity Bancshares
Texas
$303K +$52.1K +143 +18%
IF
3499
Integrity Financial
Wyoming
$303K +$335K +920 New
RIM
3500
RW Investment Management
Idaho
$302K +$335K +919 New