Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2426
Physician Wealth Advisors
Utah
$218K +$8.47K +363 +4%
SL
2427
Summitry LLC
California
$217K +$209K +8,953 New
NCM
2428
Nelson Capital Management
California
$217K -$1.93M -82,620 -90%
BW
2429
Basepoint Wealth
Iowa
$217K +$209K +8,946 New
API
2430
Asset Planning Inc
California
$216K +$1.12K +48 +0.5%
AAG
2431
Armstrong Advisory Group
Massachusetts
$216K +$67.5K +2,895 +48%
WCFA
2432
Walkner Condon Financial Advisors
Wisconsin
$216K +$208K +8,905 New
MAWCM
2433
Mine & Arao Wealth Creation & Management
California
$215K -$1.66K -71 -0.8%
DA
2434
Detalus Advisors
Missouri
$215K +$207K +8,882 New
PC
2435
Port Capital
Illinois
$215K -$18.7K -800 -8%
VFG
2436
Valley Financial Group
Pennsylvania
$215K -$280 -12 -0.1%
LF
2437
Lighthouse Financial
Florida
$215K -$58.3K -2,500 -22%
AC
2438
Allstate Corporation
Illinois
$215K -$4.98M -213,403 -96%
NFA
2439
Northern Financial Advisors
Michigan
$215K -$13.1K -563 -6%
CST
2440
Charles Schwab Trust
Nevada
$214K – – –
MFG
2441
MTM Financial Group
Pennsylvania
$214K – – –
BFPW
2442
BOK Financial Private Wealth
Colorado
$213K – – –
BAM
2443
BOS Asset Management
Illinois
$213K -$10.4K -447 -5%
GPA
2444
Guerra Pan Advisors
New Jersey
$213K – – –
BCP
2445
Blue Chip Partners
Michigan
$213K +$3.24K +139 +2%
RDWM
2446
Red Door Wealth Management
Tennessee
$213K +$205K +8,772 New
TWP
2447
Triad Wealth Partners
Kansas
$212K +$204K +8,764 New
FIBT
2448
First International Bank & Trust
North Dakota
$212K -$7K -300 -3%
ACM
2449
Advance Capital Management
Michigan
$212K +$257 +11 +0.1%
PWM
2450
Purus Wealth Management
California
$212K +$204K +8,739 New