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Name Holding Trade Value Shares
Change
Change in
Stake
NI
2476
Natural Investments
California
$220K +$223K +8,845 New
PPWM
2477
Paragon Private Wealth Management
Kentucky
$220K +$223K +8,833 New
PWA
2478
Prairie Wealth Advisors
Nebraska
$220K -$246K -9,762 Closed
JMA
2479
J.M. Arbour
Maine
$219K +$222K +8,806 New
WA
2480
Wealth Architects
California
$219K -$3.43K -136 -2%
TFA
2481
Transamerica Financial Advisors
Florida
$219K +$182K +7,220 +458%
HAS
2482
HBW Advisory Services
California
$219K +$222K +8,797 New
VFG
2483
Valley Financial Group
Pennsylvania
$219K -$3.23K -128 -1%
GPA
2484
Guerra Pan Advisors
New Jersey
$219K – – –
SFM
2485
Signet Financial Management
New Jersey
$219K +$2.4K +95 +1%
CA
2486
Cornerstone Advisory
Maryland
$218K -$5.35K -212 -2%
3IP
2487
3Chopt Investment Partners
Virginia
$218K -$32.1K -1,271 -13%
GFG
2488
Greenberg Financial Group
Arizona
$218K +$221K +8,749 New
SA
2489
SRH Advisors
Kansas
$218K +$91.5K +3,630 +71%
UB
2490
Umpqua Bank
Oregon
$218K -$28K -1,112 -11%
TW
2491
Tempo Wealth
Ohio
$217K +$220K +8,731 New
JPLA
2492
Joseph P. Lucia & Associates
New York
$217K +$2.22K +88 +1%
ACM
2493
Advance Capital Management
Michigan
$217K – – –
UWPG
2494
Ullmann Wealth Partners Group
Florida
$217K +$101 +4 +0%
IAS
2495
Integrity Advisory Solutions
Texas
$217K +$220K +8,712 New
MCWS
2496
McKinley Carter Wealth Services
West Virginia
$217K -$32.3K -1,282 -13%
PJSIMP
2497
P.J. Schmidt Investment Management (PJS)
Wisconsin
$217K -$18.9K -750 -8%
BCI
2498
Blue Capital Inc
Nebraska
$216K +$219K +8,666 New
GHA
2499
GW Henssler & Associates
Georgia
$215K -$79.2K -3,139 -27%
JFA
2500
JNBA Financial Advisors
Minnesota
$215K +$15.3K +608 +8%