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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
3051
Sharp Financial Services
Pennsylvania
$356K +$29.6K +253 +10%
GS
3052
GWN Securities
Florida
$356K -$15.9K -136 -5%
GSWM
3053
Greenup Street Wealth Management
Michigan
$356K +$24.8K +212 +8%
FFL
3054
Financial Freedom LLC
Ohio
$355K +$585 +5 +0.2%
AF
3055
ASL Financial
California
$355K
PPC
3056
Pennington Partners & Co
Maryland
$355K +$13.7K +117 +4%
FCM
3057
Firestone Capital Management
Florida
$355K +$2.46K +21 +0.8%
PIP
3058
Philadelphia Investment Partners
New Jersey
$355K
XPN
3059
XY Planning Network
Montana
$354K +$61.3K +524 +23%
TWM
3060
Tortuga Wealth Management
California
$354K +$27.6K +236 +9%
VRM
3061
Vectors Research Management
New York
$353K -$5.27K -45 -2%
FUBT
3062
First United Bank & Trust
Maryland
$353K
FCIM
3063
Fairview Capital Investment Management
California
$352K
NFW
3064
Noble Family Wealth
Florida
$352K -$109K -935 -25%
RFA
3065
Rollins Financial Advisors
New York
$352K +$1.05K +9 +0.3%
TWA
3066
Talisman Wealth Advisors
New Jersey
$351K +$62K +530 +24%
KW
3067
KWB Wealth
California
$351K +$3.39K +29 +1%
WHCI
3068
W.H. Cornerstone Investments
Massachusetts
$351K +$320K +2,732 New
LFA
3069
Laraway Financial Advisors
Minnesota
$351K +$702 +6 +0.2%
FAG
3070
Fortitude Advisory Group
Washington
$351K -$8.9K -76 -3%
EIA
3071
Edgemoor Investment Advisors
Maryland
$350K
OCWP
3072
Owl Creek Wealth Partners
Colorado
$350K +$24.1K +206 +8%
CFM
3073
Compass Financial Management
Florida
$350K +$320K +2,732 New
WPW
3074
Winthrop Partners - WNY
New York
$350K
FSG
3075
Financial Strategies Group
Michigan
$349K