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Name Holding Trade Value Shares
Change
Change in
Stake
HIG
3326
Heritage Investment Group
Florida
$250K +$197K +5,920 New
WFG
3327
Wills Financial Group
Virginia
$250K -$60.4K -1,820 -24%
VCM
3328
Versant Capital Management
Arizona
$248K +$80.3K +2,420 +70%
AW
3329
Atlas Wealth
Ohio
$247K +$173K +5,210 New
SFB
3330
STAR Financial Bank
Indiana
$245K -$186K -5,600 -49%
UFA
3331
US Financial Advisors
Massachusetts
$245K +$193K +5,800 New
EBSAM
3332
Eubel Brady & Suttman Asset Management
Ohio
$245K +$192K +5,790 New
MWP
3333
Meredith Wealth Planning
Illinois
$245K +$192K +5,790 New
CWA
3334
Capital Wealth Alliance
Arizona
$245K +$192K +5,780 New
TCM
3335
Tradewinds Capital Management
Washington
$244K +$82K +2,470 +75%
KFS
3336
Kelly Financial Services
Massachusetts
$243K -$5.31K -160 -3%
SFS
3337
Searcy Financial Services
Kansas
$243K +$191K +5,740 New
MAA
3338
Matrix Asset Advisors
New York
$242K +$190K +5,730 New
RGF
3339
Retirement Guys Formula
Ohio
$241K -$266K -8,020 -58%
P
3340
Palladiem
Pennsylvania
$240K +$189K +5,680 New
RA
3341
Ruggaard & Associates
Ohio
$239K -$95.6K -2,880 -34%
EB
3342
Eastern Bank
Massachusetts
$238K +$187K +5,630 New
TWP
3343
TFO Wealth Partners
Ohio
$237K +$64.7K +1,950 +53%
NLP
3344
Next Level Private
New York
$237K +$187K +5,620 New
ACM
3345
Ayrshire Capital Management
Connecticut
$237K -$70.4K -2,120 -29%
LFASL
3346
Lugano Financial Advisors SA (LFA)
Switzerland
$236K -$13.9K -420 -7%
BBA
3347
Braun-Bostich & Associates
Pennsylvania
$236K +$185K +5,580 New
GLLW
3348
Graves Light Lenhart Wealth
Virginia
$236K +$185K +5,580 New
CA
3349
Crane Advisory
California
$235K +$185K +5,560 New
LW
3350
Libra Wealth
California
$235K +$185K +5,560 New