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Name Holding Trade Value Shares
Change
Change in
Stake
MSF
3251
Mustard Seed Financial
Arkansas
$202K +$193K +1,855 New
RPGK
3252
Retirement Planning Group (Kansas)
Kansas
$202K +$192K +1,849 New
CWC
3253
Carolinas Wealth Consulting
North Carolina
$200K +$1.56K +15 +0.1%
Hillsdale Investment Management
3254
Hillsdale Investment Management
Ontario, Canada
$197K -$72.7K -700 -28%
HWMC
3255
Heritage Wealth Management (California)
California
$195K +$186K +1,790 New
B
3256
Birchbrook
Maine
$195K +$185K +1,786 New
IWP
3257
IAG Wealth Partners
Wisconsin
$195K +$13.5K +130 +8%
M
3258
Mirova
France
$194K -$11.2K -108 -6%
AW
3259
Avion Wealth
Texas
$193K +$16.3K +157 +10%
FSCM
3260
Front Street Capital Management
Montana
$191K +$41.5K +400 +30%
RFG
3261
REAP Financial Group
Texas
$188K +$179K +1,724 New
RFS
3262
Richardson Financial Services
Massachusetts
$188K +$179K +1,723 New
Hills Bank & Trust
3263
Hills Bank & Trust
Iowa
$188K – – –
MSG
3264
Main Street Group
Virginia
$187K +$178K +1,715 New
CSWM
3265
Cassady Schiller Wealth Management
Ohio
$183K -$7.27K -70 -4%
NSG
3266
Nalls Sherbakoff Group
Tennessee
$182K -$1.66K -16 -0.9%
SC
3267
Stephens Consulting
Michigan
$181K +$24.9K +240 +17%
WPWM
3268
Western Pacific Wealth Management
Illinois
$178K -$5.81K -56 -3%
EWP
3269
Elevation Wealth Partners
California
$177K +$75.8K +730 +74%
CPG
3270
Cornerstone Planning Group
New Jersey
$176K -$17.2K -166 -9%
FP
3271
Financial Perspectives
Minnesota
$174K +$623 +6 +0.4%
JSAM
3272
J. Safra Asset Management
New York
$173K -$39.2K -378 -19%
FCT
3273
First Community Trust
Iowa
$172K – – –
NIMI
3274
Natixis Investment Managers International
France
$171K – – –
EPW
3275
Evergreen Private Wealth
Colorado
$168K +$160K +1,544 New