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Name Holding Trade Value Shares
Change
Change in
Stake
LBWM
2551
Left Brain Wealth Management
Illinois
$215K +$204K +7,648 New
WQ
2552
Wealth Quarterback
New Jersey
$215K +$203K +7,642 New
SFG
2553
Seamount Financial Group
Colorado
$214K +$203K +7,634 New
JIR
2554
James Investment Research
Ohio
$214K +$203K +7,631 New
CWA
2555
Consilio Wealth Advisors
Washington
$214K +$203K +7,614 New
HFAS
2556
Hummer Financial Advisory Services
Illinois
$213K +$202K +7,586 New
CANC
2557
Culbertson A N & Co
Virginia
$213K -$95.2K -3,575 -32%
CMP
2558
Christine Messmer PC
Pennsylvania
$212K +$201K +7,567 New
DWML
2559
Decker Wealth Management LLC
Tennessee
$212K +$201K +7,566 New
MWM
2560
Mindset Wealth Management
Indiana
$212K +$201K +7,533 New
CWM
2561
Connecticut Wealth Management
Connecticut
$211K +$200K +7,527 New
WCM
2562
Winebrenner Capital Management
Kentucky
$211K +$200K +7,512 New
EIA
2563
Eldridge Investment Advisors
New Hampshire
$211K +$200K +7,510 New
BCG
2564
Bravias Capital Group
New Jersey
$211K +$200K +7,508 New
Axa
2565
Axa
France
$211K +$200K +7,497 New
SWA
2566
SFMG Wealth Advisors
Texas
$210K +$199K +7,483 New
SWA
2567
SOA Wealth Advisors
New York
$210K +$28.6K +1,074 +17%
CCAL
2568
City Center Advisors LLC
Michigan
$209K -$140K -5,265 -41%
WAM
2569
Weatherly Asset Management
California
$209K +$198K +7,444 New
FA
2570
Faithward Advisors
Pennsylvania
$209K +$198K +7,434 New
FP
2571
Fiduciary Planning
Florida
$209K -$28.4K -1,065 -13%
CPC
2572
Congress Park Capital
New York
$209K -$39.9K -1,500 -17%
TIM
2573
Total Investment Management
Arizona
$208K +$198K +7,423 New
PBC
2574
Pavion Blue Capital
California
$208K +$198K +7,422 New
ODFS
2575
O'Donnell Financial Services
California
$208K +$197K +7,412 New