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Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
3126
Measured Wealth Private Client Group
New Hampshire
$218K -$75.2K -247 -26%
AG
3127
AmeriFlex Group
Nevada
$218K -$913 -3 -0.4%
GMFG
3128
Greater Midwest Financial Group
Minnesota
$218K +$1.22K +4 +0.6%
NC
3129
NewSquare Capital
Pennsylvania
$218K +$57.5K +189 +36%
PIMG
3130
Patriot Investment Management Group
Tennessee
$218K -$913 -3 -0.4%
BWA
3131
BlueSky Wealth Advisors
North Carolina
$218K +$218K +717 New
RPGNY
3132
Retirement Planning Group (New York)
New York
$218K – – –
PWP
3133
Parkwoods Wealth Partners
New York
$218K +$1.83K +6 +0.8%
SWA
3134
Safir Wealth Advisors
New Hampshire
$217K -$63.3K -208 -23%
SFA
3135
Seneca Financial Advisors
New York
$217K – – –
FFA
3136
Fi3 Financial Advisors
Indiana
$217K +$218K +715 New
SHFP
3137
Second Half Financial Partners
Florida
$216K +$2.13K +7 +1%
OWM
3138
OneAscent Wealth Management
Alabama
$215K – – –
C
3139
Covestor
United Kingdom
$215K -$39.3K -129 -15%
AFWM
3140
AMJ Financial Wealth Management
Virginia
$215K -$169K -556 -44%
GRQ
3141
Gardner Russo & Quinn
Pennsylvania
$214K – – –
FFG
3142
Fortress Financial Group
Minnesota
$214K +$1.22K +4 +0.6%
BC
3143
Barrett & Company
Rhode Island
$214K -$55.7K -183 -21%
SW
3144
StrongBox Wealth
Missouri
$214K +$214K +704 New
RWS
3145
Resolute Wealth Strategies
Mississippi
$214K -$63.9K -210 -23%
RFA
3146
ROI Financial Advisors
Oregon
$214K -$35.6K -117 -14%
CFO
3147
Custos Family Office
Texas
$214K +$214K +703 New
FWA
3148
Flagship Wealth Advisors
Massachusetts
$214K +$9.44K +31 +5%
LGA
3149
Lebenthal Global Advisors
New York
$213K -$8.83K -29 -4%
SIM
3150
Studio Investment Management
Illinois
$213K – – –