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Name Holding Trade Value Shares
Change
Change in
Stake
RF
2101
Rossby Financial
Florida
$342K +$5.42K +215 +2%
UWP
2102
Uniting Wealth Partners
Kansas
$342K +$857 +34 +0.2%
GSWM
2103
Golden State Wealth Management
California
$342K -$102K -4,026 -23%
TFG
2104
Taylor Financial Group
Virginia
$342K
CAM
2105
Clark Asset Management
New Hampshire
$342K -$6.36K -252 -2%
BPW
2106
Bingham Private Wealth
California
$341K +$345K +13,680 New
WFAG
2107
Wescott Financial Advisory Group
Pennsylvania
$340K -$31K -1,229 -8%
RDFA
2108
Ritter Daniher Financial Advisory
Ohio
$340K +$101 +4 +0%
CS
2109
CapitalatWork SA
$340K
PHS
2110
Pekin Hardy Strauss
Illinois
$339K +$73.7K +2,921 +27%
CIA
2111
Cape Investment Advisory
Georgia
$339K +$175K +6,932 +104%
JRPIM
2112
Journey Retirement Planning & Investment Management
Idaho
$338K +$343K +13,596 New
BWAM
2113
Boyd Watterson Asset Management
Ohio
$338K +$9.26K +367 +3%
PFS
2114
Physicians Financial Services
North Carolina
$338K -$7.74K -307 -2%
SAM
2115
Smithbridge Asset Management
Pennsylvania
$338K +$342K +13,564 New
HHCP
2116
Hilton Head Capital Partners
South Carolina
$337K +$341K +13,531 New
FPW
2117
Flywheel Private Wealth
California
$337K +$341K +13,515 New
CP
2118
Castleview Partners
Texas
$336K +$58.6K +2,322 +21%
QC
2119
Quent Capital
New York
$335K -$4.01K -159 -1%
QLSGSCF
2120
Quent Long Short Global Small Cap Fund
New York
$335K +$339K +13,453 New
EAN
2121
Excelsior Advisor Network
Colorado
$335K +$339K +13,435 New
PAG
2122
Powers Advisory Group
Illinois
$334K +$6.51K +258 +2%
RWP
2123
Revolve Wealth Partners
New Jersey
$333K -$39.4K -1,561 -10%
WPC
2124
White Pine Capital
Minnesota
$333K -$17.4K -690 -5%
SOW
2125
State of Wyoming
Wyoming
$333K +$132K +5,229 +64%