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Name Holding Trade Value Shares
Change
Change in
Stake
UC
2976
Unio Capital
New Jersey
$226K
HG
2977
Harbor Group
New Hampshire
$226K -$64.1K -900 -22%
AIA
2978
Accelerate Investment Advisors
California
$226K +$23.2K +325 +11%
IWS
2979
Insight Wealth Strategies
California
$225K +$17.3K +243 +8%
AFG
2980
ABLE Financial Group
Arizona
$224K -$47K -660 -17%
IAP
2981
Indie Asset Partners
Indiana
$224K -$391K -5,483 -63%
SPP
2982
Single Point Partners
Massachusetts
$224K -$8.41K -118 -4%
SDH
2983
Sloy Dahl & Holst
Washington
$224K
NCFG
2984
New Century Financial Group
New Jersey
$224K -$203K -2,846 -47%
IFPG
2985
Intrepid Financial Planning Group
Indiana
$224K
PWM
2986
Power Wealth Management
Georgia
$224K -$2.92K -41 -1%
Legacy Financial Group (Iowa)
2987
Legacy Financial Group (Iowa)
Iowa
$224K +$285 +4 +0.1%
IA
2988
IAM Advisory
Pennsylvania
$223K +$21.5K +302 +11%
LWA
2989
Lantern Wealth Advisors
New York
$223K +$225K +3,156 New
MWPCG
2990
Measured Wealth Private Client Group
New Hampshire
$223K +$225K +3,152 New
FA
2991
FDx Advisors
Illinois
$223K -$78.2K -1,098 -26%
GAM
2992
Grandview Asset Management
Pennsylvania
$223K +$225K +3,152 New
PF
2993
Prosperitas Financial
California
$223K +$224K +3,148 New
LPFG
2994
Landing Point Financial Group
Ohio
$223K +$1.64K +23 +0.7%
WAS
2995
Wealth Advisory Solutions
Indiana
$222K -$1.07K -15 -0.5%
GCP
2996
Gill Capital Partners
Colorado
$222K
FM
2997
Family Management
New York
$222K -$1.5K -21 -0.7%
HHWM
2998
Hiley Hunt Wealth Management
Nebraska
$221K +$1.28K +18 +0.6%
DHC
2999
Drum Hill Capital
Connecticut
$221K
WH
3000
Willner & Heller
California
$221K -$16.2K -227 -7%