Name Holding Trade Value Shares
Change
Change in
Stake
GFG
4351
GR Financial Group
Arizona
$275K +$225K +2,227 New
CP
4352
Capital Planning
Washington
$275K -$4.55K -45 -2%
CWA
4353
Continuum Wealth Advisors
New York
$274K -$134K -1,330 -37%
MFC
4354
Morris Financial Concepts
South Carolina
$274K +$224K +2,217 New
GAM
4355
Gould Asset Management
California
$273K +$223K +2,210 New
AGDI
4356
Absolute Gestao de Investimentos
Brazil
$272K -$334K -3,300 -60%
MA
4357
MSA Advisors
California
$272K +$222K +2,200 New
OLA
4358
Oliver Luxxe Assets
New Jersey
$272K +$222K +2,200 New
FW
4359
FullCircle Wealth
Texas
$270K +$239K +2,366 New
FCM
4360
Firestone Capital Management
Florida
$270K +$221K +2,182 New
WC
4361
Wynn Capital
Georgia
$269K -$20.2K -200 -8%
RAM
4362
Rempart Asset Management
Canada
$269K +$220K +2,180 New
WAC
4363
William Allan Corp
Colorado
$269K +$220K +2,180 New
CWI
4364
Conscious Wealth Investments
Florida
$267K +$220K +2,180 New
HA
4365
Hamel Associates
New Jersey
$267K -$27.3K -270 -11%
TC
4366
TAP Consulting
Missouri
$266K +$218K +2,154 New
MAWAG
4367
Mid-American Wealth Advisory Group
Missouri
$266K +$218K +2,154 New
BCA
4368
Ballentine Capital Advisors
South Carolina
$266K +$217K +2,150 New
PGF
4369
Plan Group Financial
Oklahoma
$265K -$32K -317 -13%
PWP
4370
PrairieView Wealth Partners
Illinois
$263K +$215K +2,130 New
RJTCONH
4371
Raymond James Trust Company of New Hampshire
New Hampshire
$263K +$215K +2,130 New
SCP
4372
Shorepoint Capital Partners
Massachusetts
$263K +$215K +2,129 New
SRCM
4373
Signature Resources Capital Management
California
$262K +$101K +1,002 +89%
DF
4374
DecisionPoint Financial
Arizona
$261K +$36.6K +362 +19%
SPA
4375
Sentinel Pension Advisors
Massachusetts
$261K +$213K +2,110 New