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Name Holding Trade Value Shares
Change
Change in
Stake
ATIA
2526
American Trust Investment Advisors
New Hampshire
$224K +$212K +7,979 New
DA
2527
Detalus Advisors
Missouri
$224K +$212K +7,963 New
CPW
2528
Cogent Private Wealth
Florida
$223K +$212K +7,959 New
MCCP
2529
Mission Creek Capital Partners
California
$223K +$413K +15,502 New
SSA
2530
Sierra Summit Advisors
Nevada
$222K +$211K +7,911 New
NRI
2531
NFP Retirement Inc
California
$222K +$211K +7,907 New
STA
2532
Smith Thornton Advisors
Alabama
$222K +$210K +7,890 New
BW
2533
Blalock Williams
Alabama
$221K +$210K +7,888 New
NA
2534
Navellier & Associates
Nevada
$220K +$209K +7,840 New
GG
2535
GenWealth Group
New Jersey
$220K +$208K +7,829 New
FAFN
2536
First Affirmative Financial Network
Colorado
$220K +$208K +7,820 New
RWS
2537
Resolute Wealth Strategies
Mississippi
$219K +$208K +7,806 New
FF
2538
Francis Financial
$219K +$208K +7,802 New
EWP
2539
Evergreen Wealth Partners
Montana
$219K +$208K +7,796 New
CSPIA
2540
Cary Street Partners Investment Advisory
Virginia
$219K +$10K +376 +5%
IA
2541
Insight Advisors
Pennsylvania
$219K +$207K +7,786 New
GAM
2542
Gould Asset Management
California
$218K +$207K +7,779 New
PF
2543
Prosperitas Financial
California
$218K +$206K +7,752 New
MFT
2544
Moisand Fitzgerald Tamayo
Florida
$218K – – –
BFS
2545
Beacon Financial Strategies
North Carolina
$217K – – –
MFG
2546
MTM Financial Group
Pennsylvania
$216K +$205K +7,701 New
RCI
2547
RS Crum Inc
California
$216K +$204K +7,679 New
WF
2548
WealthPoint Financial
North Carolina
$216K -$47.3K -1,778 -19%
FWP
2549
Falcon Wealth Planning
California
$215K +$204K +7,658 New
SWG
2550
Summit Wealth Group
Vermont
$215K -$13.8K -520 -6%