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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
3101
Mattern Capital Management
Colorado
$276K
KFG
3102
Kelly Financial Group
Connecticut
$276K -$19.4K -207 -7%
LEA
3103
Legacy Edge Advisors
New York
$275K +$7.32K +78 +3%
OPOWM
3104
One Plus One Wealth Management
Florida
$275K +$10.4K +111 +4%
TW
3105
Traveka Wealth
California
$275K +$6.85K +73 +3%
PFG
3106
Prospect Financial Group
Virginia
$274K -$12.8K -136 -5%
TFP
3107
Triune Financial Partners
Kansas
$274K +$3.94K +42 +2%
KPP
3108
Kings Path Partners
Texas
$274K
PPW
3109
Pasadena Private Wealth
California
$273K +$10.3K +110 +4%
QWM
3110
QP Wealth Management
New Jersey
$273K +$244K +2,595 New
VPF
3111
Vantage Point Financial
Illinois
$272K +$243K +2,584 New
LGW
3112
Leslie Global Wealth
Illinois
$272K +$3.57K +38 +1%
HCA
3113
Heck Capital Advisors
Wisconsin
$271K +$1.88K +20 +0.8%
OKSA
3114
O'Keefe Stevens Advisory
New York
$270K +$2.35K +25 +1%
WCP
3115
Wick Capital Partners
Pennsylvania
$269K +$240K +2,553 New
CG
3116
CFO4Life Group
Texas
$268K -$16.2K -173 -6%
MGWM
3117
Marks Group Wealth Management
Minnesota
$268K -$15.7K -167 -6%
PWMG
3118
Private Wealth Management Group
New Jersey
$267K -$2.35K -25 -1%
TIA
3119
Tandem Investment Advisors
South Carolina
$266K -$53.5K -570 -18%
MGWA
3120
Monument Group Wealth Advisors
Massachusetts
$266K
ACM
3121
Academy Capital Management
Texas
$266K
JESC
3122
J.E. Simmons & Co
Texas
$266K +$237K +2,524 New
SFG
3123
Southern Financial Group
Alabama
$265K +$237K +2,520 New
MWPCG
3124
Measured Wealth Private Client Group
New Hampshire
$265K -$5.16K -55 -2%
FI
3125
FWG Investments
Kentucky
$265K +$236K +2,518 New