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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
3051
Private Wealth Group
Florida
$212K +$195K +1,912 New
BDFN
3052
Bond & Devick Financial Network
Minnesota
$212K +$195K +1,908 New
BWIA
3053
Bryant Woods Investment Advisors
New York
$212K +$195K +1,907 New
MA
3054
Modus Advisors
Minnesota
$211K +$195K +1,904 New
KLI
3055
Kelman-Lazarov Inc
Tennessee
$210K +$194K +1,896 New
GWM
3056
Gray Wealth Management
Maine
$210K +$193K +1,893 New
FWM
3057
Fortress Wealth Management
California
$210K +$193K +1,893 New
Todd Asset Management
3058
Todd Asset Management
Kentucky
$209K +$192K +1,880 New
UW
3059
Unique Wealth
Florida
$208K +$192K +1,879 New
WRPWM
3060
Werba Rubin Papier Wealth Management
California
$208K +$191K +1,866 New
SC
3061
Seldon Capital
California
$208K – – –
RA
3062
Riversedge Advisors
Delaware
$207K +$191K +1,866 New
SWAG
3063
Spectrum Wealth Advisory Group
California
$207K +$191K +1,866 New
FLII
3064
First Long Island Investors
New York
$207K +$191K +1,865 New
NCMW
3065
Northern Capital Management (Washington)
Washington
$207K +$191K +1,865 New
AMM
3066
American Money Management
California
$207K +$191K +1,864 New
VAFP
3067
Vahanian & Associates Financial Planning
New York
$206K +$190K +1,859 New
SIM
3068
Sterling Investment Management
Arizona
$206K +$190K +1,856 New
FI
3069
Financial Insights
Washington
$206K +$189K +1,853 New
JWS
3070
Juncture Wealth Strategies
Arizona
$205K +$189K +1,852 New
CWM
3071
Cranbrook Wealth Management
Michigan
$205K – – –
CIA
3072
Cascade Investment Advisors
Oregon
$205K +$189K +1,845 New
AF
3073
Aldebaran Financial
$204K -$61.3K -600 -25%
LF
3074
Lee Financial
Texas
$204K +$23.2K +227 +14%
SAM
3075
Sequent Asset Management
Texas
$203K +$188K +1,836 New