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Name Holding Trade Value Shares
Change
Change in
Stake
EIA
3076
Eldridge Investment Advisors
New Hampshire
$229K – – –
TC
3077
TFR Capital
Texas
$228K +$23.7K +159 +12%
GWA
3078
GGM Wealth Advisors
Maryland
$227K -$11.8K -79 -4%
Legacy Financial Group (Iowa)
3079
Legacy Financial Group (Iowa)
Iowa
$227K +$10.6K +71 +5%
MFP
3080
Meridian Financial Partners
Virginia
$227K +$2.53K +17 +1%
NL
3081
Navalign LLC
California
$227K -$6.55K -44 -3%
PWM
3082
Provident Wealth Management
Tennessee
$227K – – –
PAS
3083
PKS Advisory Services
New York
$226K +$3.13K +21 +1%
BFAG
3084
Blackston Financial Advisory Group
Florida
$226K -$593K -3,985 -73%
SFS
3085
Summit Financial Strategies
Ohio
$226K +$26.2K +176 +13%
KWM
3086
Kaydan Wealth Management
Michigan
$225K +$149 +1 +0.1%
JG
3087
Jain Global
New York
$225K +$223K +1,501 New
OWM
3088
Orgel Wealth Management
Wisconsin
$225K -$44.7K -300 -17%
PFG
3089
Prosperity Financial Group
California
$225K +$6.85K +46 +3%
FF
3090
Farrell Financial
New York
$224K +$3.42K +23 +2%
AG
3091
Advocate Group
Minnesota
$224K +$223K +1,497 New
LCGC
3092
Legacy Capital Group California
California
$224K +$18.3K +123 +9%
LWM
3093
Level Wealth Management
North Carolina
$224K – – –
FFG
3094
Fortress Financial Group
Minnesota
$223K +$222K +1,490 New
HFS
3095
Hughes Financial Services
Virginia
$223K +$1.04K +7 +0.5%
SJL
3096
Shayne & Jacobs LLC
Tennessee
$223K -$7K -47 -3%
PRTG
3097
Post Resch Tallon Group
New York
$222K – – –
CFP
3098
Curran Financial Partners
South Carolina
$222K -$15K -101 -6%
JCM
3099
Jacobsen Capital Management
Utah
$221K +$219K +1,474 New
MA
3100
MKT Advisors
California
$221K +$149 +1 +0.1%