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Name Holding Trade Value Shares
Change
Change in
Stake
WC
3976
Weil Company
California
$356K +$286K +3,940 New
S
3977
Sachetta
Massachusetts
$355K – – –
BWA
3978
BlueChip Wealth Advisors
Georgia
$355K -$319K -4,400 -53%
SFA
3979
Seneca Financial Advisors
New York
$354K +$284K +3,920 New
BFS
3980
Burkett Financial Services
South Carolina
$353K -$43.5K -600 -13%
SS
3981
Sound Stewardship
Kansas
$352K +$282K +3,890 New
SFG
3982
Socha Financial Group
New York
$352K +$282K +3,890 New
PP
3983
PrairieView Partners
Minnesota
$351K +$73.9K +1,020 +36%
GWP
3984
Gen-Wealth Partners
Michigan
$350K +$280K +3,870 New
G
3985
Gainplan
Michigan
$349K -$31.9K -440 -10%
FWM
3986
Fonville Wealth Management
Virginia
$348K +$279K +3,850 New
CA
3987
Crane Advisory
California
$348K +$294K +4,050 New
CPG
3988
Custom Portfolio Group
Colorado
$348K -$5.07K -70 -2%
AFGAS
3989
Allegiance Financial Group Advisory Services
Virginia
$347K +$278K +3,840 New
SFS
3990
Searcy Financial Services
Kansas
$345K +$277K +3,820 New
AAS
3991
Asset Allocation Strategies
Michigan
$342K +$275K +3,790 New
Callan Family Office
3992
Callan Family Office
Pennsylvania
$342K -$88.4K -1,220 -24%
LSWM
3993
Lorne Steinberg Wealth Management
Canada
$342K -$43.5K -600 -14%
ECM
3994
Elgethun Capital Management
South Dakota
$342K -$512K -7,060 -65%
CCWM
3995
Correct Capital Wealth Management
Missouri
$342K -$34.1K -470 -11%
RI
3996
Rinkey Investments
California
$341K +$273K +3,770 New
SC
3997
Swan Capital
Florida
$339K +$272K +3,750 New
KAM
3998
Knightsbridge Asset Management
California
$339K – – –
DB
3999
Dravo Bay
Delaware
$336K +$270K +3,720 New
DCM
4000
Disciplina Capital Management
Tennessee
$335K – – –