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Name Holding Trade Value Shares
Change
Change in
Stake
FNBSF
3251
First National Bank Sioux Falls
South Dakota
$228K +$204K +2,170 New
WIC
3252
Whitegate Investment Counselors
New Hampshire
$228K +$204K +2,170 New
NECFA
3253
New England Capital Financial Advisors
Connecticut
$228K +$1.31K +14 +0.6%
DWA
3254
Delta Wealth Advisors
Indiana
$228K +$204K +2,169 New
SLWM
3255
Stone Loft Wealth Management
Pennsylvania
$228K +$203K +2,166 New
CWA
3256
Centennial Wealth Advisory
Michigan
$227K +$203K +2,158 New
SIC
3257
SJS Investment Consulting
Ohio
$227K +$14.9K +159 +8%
AW
3258
Alchemi Wealth
Connecticut
$227K +$202K +2,155 New
CWM
3259
C2C Wealth Management
Arizona
$227K +$202K +2,153 New
TA
3260
TrueWealth Advisors
Alabama
$226K +$202K +2,151 New
IAG
3261
Investment Advisory Group
Massachusetts
$226K +$202K +2,150 New
AI
3262
Atom Investors
Texas
$226K -$1.28M -13,671 -86%
SIG
3263
Spinnaker Investment Group
California
$226K +$201K +2,146 New
CIM
3264
Capital Investment Management
Missouri
$226K +$201K +2,144 New
OWA
3265
ORBA Wealth Advisors
Illinois
$225K +$201K +2,142 New
CA
3266
Clune & Associates
Illinois
$225K +$201K +2,142 New
AWA
3267
Argos Wealth Advisors
California
$225K +$201K +2,138 New
PCI
3268
Planning Center Inc
Illinois
$224K +$200K +2,132 New
LFP
3269
Leeward Financial Partners
Washington
$224K +$200K +2,131 New
PA
3270
Planning Alternatives
Michigan
$224K +$200K +2,127 New
GWM
3271
GK Wealth Management
Nevada
$224K +$199K +2,123 New
SHA
3272
Seneca House Advisors
Virginia
$223K +$199K +2,121 New
MWA
3273
Muirfield Wealth Advisors
North Carolina
$223K +$199K +2,118 New
WFMPM
3274
Woodley Farra Manion Portfolio Management
Indiana
$223K +$197K +2,101 New
FA
3275
Fagan Associates
New York
$223K +$199K +2,118 New