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Name Holding Trade Value Shares
Change
Change in
Stake
LFP
2801
Lakeshore Financial Planning
Michigan
$228K +$223 +1 +0.1%
HA
2802
Helium Advisors
Washington
$228K +$231K +1,036 New
SWA
2803
ShankerValleau Wealth Advisors
Illinois
$228K – – –
CTA
2804
Colonial Trust Advisors
South Carolina
$228K +$41K +184 +22%
IF
2805
IRON Financial
Illinois
$228K +$223 +1 +0.1%
RPGNY
2806
Retirement Planning Group (New York)
New York
$228K +$231K +1,035 New
FF
2807
Friday Financial
Iowa
$227K +$230K +1,032 New
FBFS
2808
First Business Financial Services
Wisconsin
$226K +$229K +1,030 New
HKIMG
2809
Hutchens & Kramer Investment Management Group
Indiana
$226K +$229K +1,029 New
MG
2810
McHugh Group
Ohio
$226K +$229K +1,029 New
DA
2811
Dillon & Associates
Michigan
$226K – – –
NG
2812
Northstar Group
New York
$224K +$3.56K +16 +2%
CWA
2813
Consilio Wealth Advisors
Washington
$223K +$6.9K +31 +3%
SWG
2814
Summit Wealth Group
Vermont
$223K +$668 +3 +0.3%
JJBC
2815
James J. Burns & Company
New York
$223K +$226K +1,014 New
FWM
2816
Finer Wealth Management
Massachusetts
$223K -$4.01K -18 -2%
HCP
2817
Hardin Capital Partners
South Carolina
$222K – – –
OSNBOA
2818
Old Second National Bank of Aurora
Illinois
$222K +$2.23K +10 +1%
EBSAM
2819
Eubel Brady & Suttman Asset Management
Ohio
$222K – – –
MTWM
2820
Masso Torrence Wealth Management
New Jersey
$222K +$9.35K +42 +4%
KW
2821
Keyvantage Wealth
Pennsylvania
$222K +$225K +1,009 New
PCWA
2822
Pacific Capital Wealth Advisors
California
$222K -$1.34K -6 -0.6%
HBS
2823
Howard Bailey Securities
Indiana
$221K +$12.9K +58 +6%
PAG
2824
Private Advisory Group
Washington
$221K +$224K +1,005 New
PFA
2825
Pettinga Financial Advisors
Indiana
$221K +$891 +4 +0.4%