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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
4401
Mark Sheptoff Financial Planning
Connecticut
$231K – – –
PWM
4402
PMG Wealth Management
Illinois
$231K +$232K +395 New
BIS
4403
BG Investment Services
Guam
$231K +$232K +395 New
VFM
4404
Vision Financial Markets
Connecticut
$231K +$231K +394 New
BW
4405
BostonPremier Wealth
Massachusetts
$231K +$231K +394 New
FAM
4406
Flaharty Asset Management
Florida
$231K +$48.1K +82 +26%
FIA
4407
FPC Investment Advisory
California
$230K +$185K +315 +1,658%
FWM
4408
Fairhaven Wealth Management
Illinois
$230K -$14.7K -25 -6%
FWM
4409
Forza Wealth Management
Florida
$230K +$10.6K +18 +5%
HIW
4410
Holos Integrated Wealth
Pennsylvania
$230K +$230K +392 New
Legacy Financial Group (Iowa)
4411
Legacy Financial Group (Iowa)
Iowa
$229K +$230K +392 New
OL
4412
Owen LaRue
Kentucky
$229K -$1.76K -3 -0.8%
EE
4413
EWG Elevate
California
$228K +$17K +29 +8%
RF
4414
RHS Financial
California
$228K -$11.2K -19 -5%
BWM
4415
Bullock Wealth Management
Indiana
$228K +$5.28K +9 +2%
KNFPWM
4416
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$228K -$4.7K -8 -2%
ECA
4417
Elevate Capital Advisors
Colorado
$228K +$228K +389 New
FS
4418
Financial Symmetry
North Carolina
$227K – – –
PS
4419
Pinney & Scofield
Massachusetts
$227K +$228K +388 New
BIA
4420
Barry Investment Advisors
Massachusetts
$227K +$2.94K +5 +1%
HFA
4421
High Falls Advisors
New York
$227K +$587 +1 +0.3%
GVCM
4422
Global View Capital Management
Wisconsin
$226K +$221K +377 New
SNWA
4423
Siligmueller & Norvid Wealth Advisors
Illinois
$225K +$226K +385 New
KFS
4424
Kelly Financial Services
Massachusetts
$225K -$6.46K -11 -3%
CWA
4425
Continuum Wealth Advisors
New York
$225K +$5.87K +10 +3%