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Name Holding Trade Value Shares
Change
Change in
Stake
GFG
2776
Greenberg Financial Group
Arizona
$361K +$415K +3,847 New
MWM
2777
Maripau Wealth Management
Indiana
$360K +$141K +1,311 +52%
TFS
2778
Targeted Financial Services
Florida
$360K +$413K +3,835 New
BWG
2779
Balanced Wealth Group
Ohio
$359K -$298K -2,763 -90%
SSWM
2780
Strait & Sound Wealth Management
California
$359K +$5.39K +50 +1%
TCM
2781
Triumph Capital Management
Colorado
$359K +$45.3K +420 +12%
WAM
2782
Worth Asset Management
Texas
$358K -$25.6K -237 -6%
PHWM
2783
Palatine Hill Wealth Management
Michigan
$358K +$412K +3,818 New
KFAS
2784
Keating Financial Advisory Services
Kansas
$357K +$410K +3,803 New
SF
2785
SWP Financial
California
$356K – – –
LI
2786
Lafayette Investments
Maryland
$355K +$111K +1,031 +37%
EWS
2787
Evergreen Wealth Solutions
Pennsylvania
$354K -$3.77K -35 -0.9%
SMWM
2788
Silvia McColl Wealth Management
California
$352K +$22.1K +205 +6%
GWA
2789
Geometric Wealth Advisors
District of Columbia
$352K -$4.31K -40 -1%
OPW
2790
Osprey Private Wealth
New York
$352K – – –
GSIS
2791
Global Strategic Investment Solutions
Arizona
$351K -$67.9K -630 -14%
BWM
2792
Biltmore Wealth Management
Arizona
$350K -$23.4K -217 -5%
Magnetar Financial
2793
Magnetar Financial
Illinois
$350K -$2.88M -26,759 -88%
FC
2794
Financial Consulate
Maryland
$349K +$233K +2,163 +139%
HFS
2795
Hopwood Financial Services
Virginia
$349K – – –
EWM
2796
Elevatus Welath Management
New York
$349K -$2.11M -19,563 -84%
CCAM
2797
Cascades Capital Asset Management
North Carolina
$348K +$11.3K +105 +3%
NFP
2798
Narus Financial Partners
Utah
$348K +$46.6K +432 +13%
RA
2799
Rise Advisors
New York
$348K -$7.44K -69 -2%
LFA
2800
Level Financial Advisors
New York
$348K – – –