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Name Holding Trade Value Shares
Change
Change in
Stake
SFGP
2551
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$200K +$203K +8,052 New
TIA
2552
Tiemann Investment Advisors
California
$200K -$37.8K -1,500 -16%
CH
2553
CDKV Holdings
Colorado
$200K +$203K +8,047 New
BBPWM
2554
Blue Bell Private Wealth Management
Pennsylvania
$199K -$126K -4,984 -38%
MB
2555
MidFirst Bank
Oklahoma
$199K +$202K +8,011 New
SWM
2556
SHP Wealth Management
Massachusetts
$199K +$202K +8,009 New
DE
2557
DV Equities
Illinois
$198K +$200K +7,932 New
SFG
2558
Strive Financial Group
Indiana
$196K +$199K +7,884 New
NEWAS
2559
N.E.W. Advisory Services
Wisconsin
$193K +$35K +1,387 +22%
MFT
2560
Moisand Fitzgerald Tamayo
Florida
$193K – – –
BFS
2561
Beacon Financial Strategies
North Carolina
$192K -$5.2K -206 -3%
CRI
2562
Commonwealth Retirement Investments
Virginia
$189K -$497K -19,707 -72%
API
2563
Asset Planning Inc
California
$187K -$15.1K -597 -7%
MPW
2564
MASECO Private Wealth
$187K +$189K +7,508 New
GWP
2565
Gen-Wealth Partners
Michigan
$186K -$3.96K -157 -2%
FFO
2566
Fortitude Family Office
Arizona
$186K -$50.3K -1,993 -21%
CSPIA
2567
Cary Street Partners Investment Advisory
Virginia
$185K -$24.8K -983 -12%
SVCP
2568
Silicon Valley Capital Partners
California
$183K -$43.9K -1,739 -19%
SAS
2569
Spurstone Advisory Services
Connecticut
$183K -$16.6K -659 -8%
FIA
2570
FNY Investment Advisers
New York
$182K -$393K -15,592 -68%
SI
2571
Sava Infond
Slovenia
$182K +$184K +7,300 New
Loomis, Sayles & Company
2572
Loomis, Sayles & Company
Massachusetts
$180K -$10.4K -411 -5%
VFM
2573
Vision Financial Markets
Connecticut
$180K -$12.4K -493 -6%
LI
2574
LRI Investments
Florida
$179K +$20K +792 +12%
CB
2575
Centennial Bank
Arkansas
$177K – – –