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Name Holding Trade Value Shares
Change
Change in
Stake
CC
2226
Constitution Capital
Connecticut
$219K +$216K +1,312 New
FWM
2227
FFT Wealth Management
Pennsylvania
$219K +$216K +1,312 New
B
2228
Bensler
Washington
$219K +$216K +1,312 New
WLPWM
2229
Walled Lake Planning & Wealth Management
Illinois
$218K +$660 +4 +0.3%
BFG
2230
Berger Financial Group
Minnesota
$218K +$215K +1,306 New
MCA
2231
MSH Capital Advisors
Arizona
$217K +$215K +1,303 New
BHWM
2232
Beaird Harris Wealth Management
Texas
$217K +$215K +1,303 New
KA
2233
Klingman & Associates
New York
$216K +$214K +1,296 New
FIM
2234
Fruth Investment Management
Texas
$216K +$214K +1,300 New
GF
2235
Gries Financial
Ohio
$215K -$175K -1,064 -45%
TWM
2236
Tradition Wealth Management
Minnesota
$215K -$59.9K -363 -22%
DA
2237
DSC Advisors
Illinois
$215K -$34.1K -207 -14%
SWRP
2238
Summit Wealth & Retirement Planning
California
$215K +$213K +1,290 New
EBA
2239
Eagle Bay Advisors
New York
$214K -$62.7K -380 -23%
FIM
2240
Fernwood Investment Management
Massachusetts
$214K +$211K +1,281 New
ACG
2241
Allen Capital Group
Nebraska
$214K +$212K +1,283 New
HWIS
2242
Hancock Whitney Investment Services
Louisiana
$213K +$206K +1,246 New
EWA
2243
EverSource Wealth Advisors
Alabama
$212K +$210K +1,271 New
PA
2244
Procyon Advisors
Connecticut
$211K -$42.7K -259 -17%
IWN
2245
Independent Wealth Network
Iowa
$211K +$17K +103 +9%
AA
2246
Apriem Advisors
California
$210K -$48.5K -294 -19%
CWA
2247
Clarity Wealth Advisors
California
$210K +$208K +1,264 New
TCM
2248
Tradewinds Capital Management
Washington
$209K +$110K +667 +113%
FWM
2249
Focused Wealth Management
New York
$208K -$73.4K -445 -26%
FC
2250
Fulcrum Capital
Washington
$208K +$206K +1,249 New