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Name Holding Trade Value Shares
Change
Change in
Stake
IDA
2751
Intelligence Driven Advisers
California
$206K +$202K +3,360 New
HCA
2752
Heck Capital Advisors
Wisconsin
$205K +$1.8K +30 +0.9%
EWM
2753
Executive Wealth Management
Michigan
$205K -$8.77K -146 -4%
MWP
2754
Meridian Wealth Partners
Pennsylvania
$205K +$201K +3,345 New
PWM
2755
PBMares Wealth Management
Virginia
$205K +$201K +3,344 New
SIG
2756
Sargent Investment Group
Maryland
$204K -$3.72K -62 -2%
PFG
2757
Peterson Financial Group
Iowa
$204K +$201K +3,339 New
EP
2758
Essential Planning
New Hampshire
$204K
MWPCG
2759
Measured Wealth Private Client Group
New Hampshire
$204K +$200K +3,336 New
Legacy Financial Group (Iowa)
2760
Legacy Financial Group (Iowa)
Iowa
$204K +$200K +3,332 New
KWM
2761
Kolinsky Wealth Management
New Jersey
$203K +$200K +3,325 New
Massachusetts Financial Services
2762
Massachusetts Financial Services
Massachusetts
$203K -$10.4M -173,123 -98%
MCAI
2763
Members Capital Advisors Inc
Wisconsin
$203K
JEST
2764
JTC Employer Solutions Trustee
Jersey
$203K
TPW
2765
Tiller Private Wealth
Pennsylvania
$203K -$10.6K -177 -5%
SW
2766
SMART Wealth
Nebraska
$203K +$199K +3,312 New
SPIA
2767
Strategic Point Investment Advisors
Rhode Island
$203K +$199K +3,310 New
TFGT
2768
TS Financial Group (TSFG)
Illinois
$202K -$51.4K -855 -21%
HB
2769
Horizon Bancorp
Indiana
$202K +$7.15K +119 +4%
EI
2770
Ellevest Inc
New York
$202K +$198K +3,300 New
IRAG
2771
Investment Research & Advisory Group
Georgia
$202K +$9.91K +165 +5%
NQWM
2772
Northwest Quadrant Wealth Management
Oregon
$201K -$20.7K -344 -9%
LAM
2773
Lifestyle Asset Management
Texas
$201K -$6.85K -114 -3%
UWS
2774
Unique Wealth Strategies
Illinois
$201K +$198K +3,293 New
FFA
2775
Fortune Financial Advisors
Kansas
$201K +$198K +3,293 New