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Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
2701
Marks Group Wealth Management
Minnesota
$357K +$45.8K +425 +14%
MA
2702
MJP Associates
Connecticut
$356K -$370K -3,435 -50%
SLG
2703
Stanley-Laman Group
Pennsylvania
$356K +$323 +3 +0.1%
TAM
2704
Taurus Asset Management
New York
$355K
BW
2705
BIP Wealth
Georgia
$355K -$21.7K -201 -6%
IW
2706
Instrumental Wealth
Florida
$355K +$26.8K +249 +8%
VBFG
2707
Vishria Bird Financial Group
Tennessee
$355K
HIM
2708
Hanlon Investment Management
New Jersey
$355K +$52.6K +488 +17%
GB
2709
Goepper Burkhardt
South Carolina
$354K
SSW
2710
Smith Shellnut Wilson
Mississippi
$354K
DCBT
2711
Dakota Community Bank & Trust
North Dakota
$353K -$23.3K -216 -6%
MF
2712
Manchester Financial
California
$352K
SPI
2713
Santori & Peters Inc
Pennsylvania
$352K -$3.13K -29 -0.8%
GA
2714
Goldstein Advisors
Wisconsin
$352K -$33.4K -310 -8%
FPGK
2715
Financial Partners Group (Kansas)
Kansas
$351K +$2.59K +24 +0.7%
CC
2716
Constitution Capital
Connecticut
$350K
PFG
2717
Prosperity Financial Group
California
$350K +$3.23K +30 +0.9%
NRA
2718
NSI Retail Advisors
Pennsylvania
$349K -$129K -1,200 -26%
TWA
2719
Talisman Wealth Advisors
New Jersey
$348K -$38K -353 -9%
GP
2720
Greenline Partners
New York
$348K
BWFA
2721
Baltimore-Washington Financial Advisors
Maryland
$348K +$27.6K +256 +8%
BCM
2722
Buckhead Capital Management
Georgia
$348K -$2.3M -21,315 -86%
BFS
2723
Beacon Financial Strategies
North Carolina
$348K -$14.1K -131 -4%
RIA
2724
Retirement Investment Advisors
Oklahoma
$347K +$56.5K +524 +18%
FG
2725
Foster Group
Iowa
$347K +$10.1K +94 +3%