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Name Holding Trade Value Shares
Change
Change in
Stake
FF
4751
Farrell Financial
New York
$211K +$214K +287 New
SFSG
4752
Sound Financial Strategies Group
Mississippi
$211K +$214K +287 New
IPA
4753
Investment Planning Advisors
Georgia
$210K +$213K +286 New
EM
4754
ELCO Management
New York
$209K – – –
EG
4755
Ellerson Group
Maryland
$209K +$211K +284 New
AWS
4756
Arkfeld Wealth Strategies
Nebraska
$208K – – –
DWA
4757
Delta Wealth Advisors
Indiana
$207K – – –
WMWM
4758
Wilkins Miller Wealth Management
Alabama
$206K +$5.21K +7 +3%
FA
4759
Financial Alternatives
California
$206K – – –
IIM
4760
Illumine Investment Management
Washington
$206K – – –
BS
4761
Brighton Securities
New York
$206K +$208K +280 New
FCG
4762
Financial Connections Group
California
$205K – – –
TWD
4763
True Wealth Design
Ohio
$204K +$33.5K +45 +19%
KG
4764
Kieckhefer Group
Wisconsin
$203K – – –
TF
4765
Talbot Financial
Washington
$203K – – –
BDPWM
4766
Barnes Dennig Private Wealth Management
Ohio
$203K +$14.1K +19 +7%
EAM
4767
Everstar Asset Management
North Carolina
$203K -$57.3K -77 -22%
SWP
4768
ShoreHaven Wealth Partners
New Jersey
$202K -$24.6K -33 -11%
CAM
4769
Campion Asset Management
Virginia
$202K – – –
DC
4770
Destiny Capital
Colorado
$202K – – –
WAS
4771
Wealth Advisory Solutions
Indiana
$202K – – –
E
4772
EntreWealth
Texas
$202K -$4.47K -6 -2%
PAG
4773
Poinciana Advisors Group
Florida
$201K +$744 +1 +0.4%
ORC
4774
O'Rourke & Company
Massachusetts
$201K – – –
CSIA
4775
Carl Stuart Investment Advisor
Texas
$201K +$744 +1 +0.4%