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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2801
ShankerValleau Wealth Advisors
Illinois
$228K
CTA
2802
Colonial Trust Advisors
South Carolina
$228K +$41K +184 +22%
IF
2803
IRON Financial
Illinois
$228K +$223 +1 +0.1%
RPGNY
2804
Retirement Planning Group (New York)
New York
$228K +$231K +1,035 New
FF
2805
Friday Financial
Iowa
$227K +$230K +1,032 New
FBFS
2806
First Business Financial Services
Wisconsin
$226K +$229K +1,030 New
HKIMG
2807
Hutchens & Kramer Investment Management Group
Indiana
$226K +$229K +1,029 New
MG
2808
McHugh Group
Ohio
$226K +$229K +1,029 New
DA
2809
Dillon & Associates
Michigan
$226K
NG
2810
Northstar Group
New York
$224K +$3.56K +16 +2%
CWA
2811
Consilio Wealth Advisors
Washington
$223K +$6.9K +31 +3%
SWG
2812
Summit Wealth Group
Vermont
$223K +$668 +3 +0.3%
JJBC
2813
James J. Burns & Company
New York
$223K +$226K +1,014 New
FWM
2814
Finer Wealth Management
Massachusetts
$223K -$4.01K -18 -2%
HCP
2815
Hardin Capital Partners
South Carolina
$222K
OSNBOA
2816
Old Second National Bank of Aurora
Illinois
$222K +$2.23K +10 +1%
EBSAM
2817
Eubel Brady & Suttman Asset Management
Ohio
$222K
MTWM
2818
Masso Torrence Wealth Management
New Jersey
$222K +$9.35K +42 +4%
KW
2819
Keyvantage Wealth
Pennsylvania
$222K +$225K +1,009 New
PCWA
2820
Pacific Capital Wealth Advisors
California
$222K -$1.34K -6 -0.6%
HBS
2821
Howard Bailey Securities
Indiana
$221K +$12.9K +58 +6%
PAG
2822
Private Advisory Group
Washington
$221K +$224K +1,005 New
PFA
2823
Pettinga Financial Advisors
Indiana
$221K +$891 +4 +0.4%
AM
2824
Atwater Malick
Pennsylvania
$221K -$1.56K -7 -0.7%
RWA
2825
Redhawk Wealth Advisors
Minnesota
$221K +$3.56K +16 +2%