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Name Holding Trade Value Shares
Change
Change in
Stake
IWN
2776
Independent Wealth Network
Iowa
$264K -$4.54K -66 -2%
BOS
2777
Bank of Stockton
California
$264K
FF
2778
Francis Financial
$264K +$172K +2,506 New
LPFG
2779
Landing Point Financial Group
Ohio
$263K +$56K +813 +26%
PFG
2780
Prosperity Financial Group
California
$262K +$10.2K +148 +4%
FM
2781
Foster & Motley
Ohio
$262K -$15.7K -228 -5%
PFP
2782
Paragon Financial Partners
California
$261K +$138 +2 +0.1%
AMCA
2783
Arthur M. Cohen & Associates
Illinois
$260K -$89.5K -1,300 -25%
BWM
2784
Buska Wealth Management
Wisconsin
$260K -$21.8K -316 -7%
FFC
2785
Frederick Financial Consultants
Maryland
$260K -$964 -14 -0.4%
MJP
2786
Michael J. Puzo
$260K -$1.38K -20 -0.5%
CMAI
2787
Capital Management Associates Inc
Minnesota
$260K +$10.3K +150 +4%
TFA
2788
Trinity Financial Advisors
Ohio
$259K +$275 +4 +0.1%
FA
2789
Financial Advisors
Massachusetts
$259K +$69 +1 +0%
CA
2790
Crumly & Associates
Illinois
$259K +$268K +3,901 New
GWCM
2791
Godshalk Welsh Capital Management
Pennsylvania
$259K
Walleye Capital
2792
Walleye Capital
New York
$258K +$264K +3,841 +7,247%
SWA
2793
Sax Wealth Advisors
New Jersey
$258K +$40.8K +593 +18%
FC
2794
Farringdon Capital
United Kingdom
$258K -$54.4K -791 -17%
GSWM
2795
Greenup Street Wealth Management
Michigan
$257K +$8.33K +121 +3%
NCTC
2796
New Covenant Trust Company
Indiana
$257K -$2.13K -31 -0.8%
GWP
2797
Gateway Wealth Partners
Wisconsin
$256K +$17.7K +257 +7%
AWM
2798
Accel Wealth Management
Iowa
$256K -$4.2K -61 -2%
CAM
2799
Cobblestone Asset Management
Virginia
$256K +$8.6K +125 +3%
TWM
2800
Tripletail Wealth Management
Florida
$256K +$26.5K +385 +11%