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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1226
SwitchPoint Financial Planning
Utah
$218K +$222K +979 New
HIIFS
1227
Harel Insurance Investments & Financial Services
Israel
$217K +$108K +476 +95%
ACG
1228
Allen Capital Group
Nebraska
$217K +$220K +974 New
QWP
1229
Quotient Wealth Partners
Texas
$216K +$219K +968 New
JIC
1230
Joel Isaacson & Co
New York
$215K +$219K +967 New
BIAS
1231
Beacon Investment Advisory Services
New Jersey
$215K – – –
CA
1232
Commerzbank Aktiengesellschaft
Germany
$215K +$218K +965 New
5NPW
1233
55 North Private Wealth
Florida
$215K +$218K +963 New
AF
1234
Advisornet Financial
Minnesota
$214K +$44.4K +196 +26%
FFP
1235
FourThought Financial Partners
Florida
$214K +$218K +961 New
SOW
1236
State of Wyoming
Wyoming
$214K -$411K -1,815 -65%
MSS
1237
Mitchell Sinkler & Starr
Pennsylvania
$214K +$217K +959 New
TCP
1238
TMB Capital Partners
Arkansas
$212K +$215K +950 New
WFI
1239
West Family Investments
California
$210K +$213K +942 New
PIA
1240
Powell Investment Advisors
Florida
$210K +$213K +939 New
CL
1241
CVFG LLC
Indiana
$210K +$213K +941 New
SIA
1242
Soltis Investment Advisors
Utah
$209K +$212K +938 New
SCM
1243
Semanteon Capital Management
Massachusetts
$208K +$212K +936 New
SFAM
1244
Sawyer Falduto Asset Management
Illinois
$207K – – –
BPWM
1245
BCS Private Wealth Management
New Jersey
$207K +$209K +925 New
RPWA
1246
Regent Peak Wealth Advisors
Georgia
$206K +$209K +925 New
CW
1247
CreativeOne Wealth
Kansas
$205K +$209K +922 New
SCM
1248
Saxony Capital Management
Missouri
$205K +$209K +922 New
IIM
1249
Ipswich Investment Management
Massachusetts
$205K +$208K +920 New
RA
1250
Range Advisory
Virginia
$205K +$208K +919 New