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Name Holding Trade Value Shares
Change
Change in
Stake
FCT
3376
First Community Trust
Iowa
$157K
LFA
3377
LGT Financial Advisors
Texas
$157K +$162K +1,575 New
EWP
3378
Elevation Wealth Partners
California
$155K +$412 +4 +0.3%
EPW
3379
Evergreen Private Wealth
Colorado
$154K
VWA
3380
VSM Wealth Advisory
Maryland
$151K +$156K +1,515 New
KFGG
3381
Keystone Financial Group (Georgia)
Georgia
$150K +$155K +1,499 New
CA
3382
Centerpoint Advisors
Massachusetts
$149K -$11.5K -112 -7%
SRCM
3383
Signature Resources Capital Management
California
$147K
PPWM
3384
PFG Private Wealth Management
Florida
$146K +$21.8K +211 +17%
SC
3385
Stephens Consulting
Michigan
$145K +$10.6K +103 +8%
FG
3386
Fairman Group
Pennsylvania
$143K -$1.86K -18 -1%
PP
3387
Pacifica Partners
Canada
$142K
CTB
3388
Country Trust Bank
Illinois
$140K -$54.6K -530 -27%
TCG
3389
Transcendent Capital Group
Oklahoma
$139K -$20.7K -201 -13%
CFS
3390
CGC Financial Services
Oregon
$139K
CIA
3391
Cape Investment Advisory
Georgia
$135K +$43.2K +419 +45%
MA
3392
Modus Advisors
Minnesota
$132K +$137K +1,330 New
TVWM
3393
Tower View Wealth Management
Wisconsin
$131K +$309 +3 +0.2%
GFL
3394
Granite FO LLC
New Hampshire
$131K
FP
3395
Financial Perspectives
Minnesota
$131K +$4.43K +43 +3%
CWM
3396
Cedar Wealth Management
California
$126K
WFA
3397
West Financial Advisors
Iowa
$125K -$8.97K -87 -6%
ETS
3398
ESL Trust Services
New York
$125K -$7.73K -75 -6%
CTWM
3399
Cherry Tree Wealth Management
Minnesota
$124K -$5.16K -50 -4%
FWM
3400
FSA Wealth Management
Massachusetts
$123K +$103 +1 +0.1%