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Name Holding Trade Value Shares
Change
Change in
Stake
WSFG
3801
Wall Street Financial Group
Illinois
$3.59M -$591K -1,413 -13%
MDSL
3802
M.D. Sass LLC
New York
$3.59M +$351K +838 +9%
PFW
3803
Petros Family Wealth
Minnesota
$3.59M -$536K -1,280 -12%
BA
3804
Bellwether Advisors
Nebraska
$3.59M -$199K -475 -5%
PA
3805
Planning Alternatives
Michigan
$3.59M +$264K +632 +7%
CAM
3806
CenterStar Asset Management
Illinois
$3.58M +$3.33M +7,947 +457%
FC
3807
Fairscale Capital
New Hampshire
$3.58M +$49K +117 +1%
PAM
3808
Pacific Asset Management
Washington
$3.58M -$45.2K -108 -1%
MWM
3809
Maridea Wealth Management
New York
$3.57M -$2.03M -4,847 -33%
CL
3810
CIM LLC
New York
$3.57M -$1.58M -3,771 -28%
RWPA
3811
Richard W. Paul & Associates
Michigan
$3.57M +$126K +300 +3%
GC
3812
Gilbert & Cook
Iowa
$3.57M +$133K +318 +3%
HWA
3813
Heartwood Wealth Advisors
Virginia
$3.57M -$126K -300 -3%
PWP
3814
Phillips Wealth Planners
Mississippi
$3.57M +$475K +1,134 +15%
FWP
3815
Firethorn Wealth Partners
Georgia
$3.56M +$77.4K +185 +2%
CCP
3816
Clarkston Capital Partners
Michigan
$3.56M -$36.9M -88,088 -90%
CB
3817
Centennial Bank
Arkansas
$3.56M -$43.5K -104 -1%
OL
3818
Owen LaRue
Kentucky
$3.56M -$1.55M -3,706 -28%
SPW
3819
Signet Private Wealth
Illinois
$3.54M +$111K +266 +3%
FF
3820
Farrell Financial
New York
$3.54M +$270K +646 +7%
WDL
3821
Well Done LLC
Michigan
$3.54M -$209K -500 -5%
ACA
3822
Ascension Capital Advisors
Texas
$3.53M +$1.83M +4,369 +84%
CFG
3823
Carr Financial Group
Massachusetts
$3.53M -$206K -492 -5%
AG
3824
AmeriFlex Group
Nevada
$3.53M +$598K +1,428 +18%
FSCM
3825
Front Street Capital Management
Montana
$3.53M +$92.5K +221 +2%