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Name Holding Trade Value Shares
Change
Change in
Stake
TFIPS
2201
Towarzystwo Funduszy Inwestycyjnych PZU SA
$655K +$20.5K +45 +3%
PCG
2202
Prosperity Consulting Group
Maryland
$655K -$95.7K -210 -12%
LFG
2203
Larson Financial Group
Missouri
$654K -$2.28K -5 -0.3%
MFC
2204
Morris Financial Concepts
South Carolina
$654K – – –
SGK
2205
Steigerwald Gordon & Koch
Virginia
$652K +$456 +1 +0.1%
RCA
2206
Ranch Capital Advisors
Florida
$652K +$8.2K +18 +1%
AWM
2207
Atticus Wealth Management
Florida
$652K -$117K -256 -15%
WA
2208
Wealth Architects
California
$652K +$2.73K +6 +0.4%
TWP
2209
Triad Wealth Partners
Kansas
$650K +$295K +648 +78%
IWP
2210
Invenio Wealth Partners
Florida
$650K -$102K -223 -13%
RHAM
2211
Round Hill Asset Management
California
$649K – – –
JIC
2212
Joel Isaacson & Co
New York
$644K +$83.4K +183 +14%
GJWM
2213
Gilliland Jeter Wealth Management
Arkansas
$644K – – –
AAS
2214
Annex Advisory Services
Wisconsin
$640K +$149K +326 +29%
MFG
2215
Magnus Financial Group
New York
$640K +$456 +1 +0.1%
OWA
2216
Outlook Wealth Advisors
Texas
$639K +$7.74K +17 +1%
KFI
2217
Key Financial Inc
Pennsylvania
$639K +$145K +319 +28%
MI
2218
Motiv8 Investments
Florida
$639K +$26K +57 +4%
JA
2219
JVL Associates
Michigan
$635K +$456 +1 +0.1%
LEA
2220
Legacy Edge Advisors
New York
$634K +$48.7K +107 +8%
BAM
2221
Berkshire Asset Management
Pennsylvania
$630K +$112K +246 +21%
VC
2222
Vicus Capital
Pennsylvania
$628K -$166K -364 -20%
TNA
2223
True North Advisors
Texas
$627K +$13.7K +30 +2%
ACM
2224
AlphaStar Capital Management
North Carolina
$627K +$52.8K +116 +9%
TW
2225
Traveka Wealth
California
$626K +$12.3K +27 +2%