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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
2376
Trace Wealth Advisors
California
$234K
FBB
2377
Fulton Breakefield Broenniman
Maryland
$234K -$16.3K -700 -7%
BF
2378
Bonfire Financial
Colorado
$234K +$15.2K +650 +7%
LSIA
2379
LaSalle St. Investment Advisors
Illinois
$233K +$224K +9,615 New
PFM
2380
Patton Fund Management
Texas
$233K +$224K +9,610 New
HIA
2381
Harbor Investment Advisory
Maryland
$233K -$95K -4,073 -30%
MWM
2382
Maridea Wealth Management
New York
$233K -$300K -12,879 -57%
KWS
2383
Keystone Wealth Services
California
$233K -$910 -39 -0.4%
SWM
2384
Sendero Wealth Management
Texas
$232K +$653 +28 +0.3%
MPW
2385
MASECO Private Wealth
$232K +$223K +9,571 New
PWP
2386
Perfromance Wealth Partners
Illinois
$232K -$5.18K -222 -2%
FPWM
2387
FSB Premier Wealth Management
Iowa
$231K -$2.8K -120 -1%
SWP
2388
Significant Wealth Partners
Illinois
$230K +$26.3K +1,127 +13%
FFO
2389
Fortitude Family Office
Arizona
$229K -$3.31K -142 -1%
EWA
2390
Emergent Wealth Advisors
New York
$229K +$220K +9,435 New
FC
2391
Forte Capital
New York
$228K +$1.26K +54 +0.6%
SMA
2392
Seven Mile Advisory
New Jersey
$228K +$220K +9,414 New
ETS
2393
ESL Trust Services
New York
$227K
KFC
2394
Klingenstein Fields & Co
New York
$227K -$97.1K -4,162 -31%
CA
2395
Capital Advantage
California
$227K -$129K -5,550 -37%
SFG
2396
Seamount Financial Group
Colorado
$226K +$218K +9,341 New
LC
2397
Lavaca Capital
Texas
$226K +$466 +20 +0.2%
OFS
2398
Orrstown Financial Services
Pennsylvania
$226K -$21.6K -927 -9%
SI
2399
Seeds Investor
New York
$225K +$3.22K +138 +2%
TCM
2400
Tufton Capital Management
Maryland
$225K