Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1601
Wellspring Financial Advisors
Ohio
$222K +$207K +479 New
FCM
1602
Fourpath Capital Management
Oklahoma
$222K -$6.5K -15 -3%
MFWP
1603
Mosaic Family Wealth Partners
Missouri
$221K +$206K +476 New
LWM
1604
Laidlaw Wealth Management
New York
$221K -$712K -1,645 -78%
LAM
1605
Lountzis Asset Management
Pennsylvania
$221K +$206K +475 New
FWTB
1606
First Western Trust Bank
Colorado
$220K +$205K +474 New
XWM
1607
Xcel Wealth Management
Florida
$220K +$205K +474 New
OWA
1608
Opal Wealth Advisors
New York
$219K +$204K +472 New
SPWM
1609
Schrum Private Wealth Management
Florida
$219K +$204K +472 New
OBWG
1610
Onyx Bridge Wealth Group
New York
$219K – – –
CIA
1611
Capital Investment Advisors
Georgia
$218K +$204K +470 New
AWE
1612
Avidian Wealth Enterprises
Texas
$217K +$203K +468 New
TFP
1613
Tilia Fiduciary Partners
North Carolina
$217K +$202K +467 New
ACGA
1614
Atlanta Consulting Group Advisors
Georgia
$215K +$200K +463 New
PHWM
1615
Pine Harbor Wealth Management
Maryland
$215K +$200K +463 New
GAB
1616
German American Bancorp
Indiana
$214K -$105K -243 -35%
PWM
1617
PBMares Wealth Management
Virginia
$214K +$199K +460 New
SIM
1618
Stratos Investment Management
Ohio
$213K -$18.6K -43 -9%
VI
1619
VanderPol Investments
Michigan
$213K +$199K +459 New
GWM
1620
GSB Wealth Management
Connecticut
$213K -$12.6K -29 -6%
ML
1621
Mayport LLC
Massachusetts
$213K +$199K +459 New
MWP
1622
Meridian Wealth Partners
Pennsylvania
$213K +$198K +458 New
FFA
1623
Fi3 Financial Advisors
Indiana
$211K +$216K +498 New
PSFG
1624
Prairie Sky Financial Group
Illinois
$210K +$196K +453 New
CWG
1625
Cornerstone Wealth Group
North Carolina
$210K +$196K +452 New