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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
3101
Lazari Capital Management
California
$277K -$5.16K -50 -2%
PGF
3102
Plan Group Financial
Oklahoma
$277K +$21.3K +207 +8%
CWA
3103
Canvas Wealth Advisors
Kansas
$277K -$41.9K -406 -13%
Facet Wealth Inc
3104
Facet Wealth Inc
Maryland
$276K +$76.8K +745 +31%
PG
3105
Prostatis Group
Maryland
$276K -$71.4K -693 -20%
NCM
3106
Northside Capital Management
Oregon
$276K +$30.9K +300 +12%
EM
3107
ELCO Management
New York
$275K +$285K +2,764 New
FNBSF
3108
First National Bank Sioux Falls
South Dakota
$275K -$47K -456 -14%
AF
3109
Apollon Financial
South Carolina
$274K +$72.6K +704 +34%
CWM
3110
Crowley Wealth Management
Delaware
$274K +$284K +2,757 New
CCM
3111
Chickasaw Capital Management
Tennessee
$274K – – –
AWA
3112
Amplius Wealth Advisors
Pennsylvania
$274K -$5.77K -56 -2%
SI
3113
Seeds Investor
New York
$273K -$24.1K -234 -8%
IVP
3114
Intrinsic Value Partners
Arizona
$273K – – –
AWS
3115
Arkfeld Wealth Strategies
Nebraska
$273K +$722 +7 +0.3%
OPPS
3116
Obsidian Personal Planning Solutions
Maryland
$273K +$12.3K +119 +5%
WIM
3117
Westside Investment Management
California
$273K -$25.5K -247 -8%
SL
3118
SWMG LLC
Texas
$272K +$4.95K +48 +2%
WAM
3119
Walker Asset Management
Missouri
$272K +$12.2K +118 +5%
PCM
3120
Pointe Capital Management
Michigan
$272K -$246K -2,386 -47%
KFG
3121
Kelly Financial Group
Connecticut
$271K +$279K +2,703 New
SSWM
3122
Strait & Sound Wealth Management
California
$271K -$8.66K -84 -3%
CWM
3123
Challenger Wealth Management
California
$271K +$281K +2,721 New
DA
3124
Detalus Advisors
Missouri
$270K -$3.92K -38 -1%
FFL
3125
Financial Freedom LLC
Ohio
$270K +$928 +9 +0.3%