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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1226
Mark Sheptoff Financial Planning
Connecticut
$210K – – –
CAAS
1227
Capital Asset Advisory Services
Michigan
$209K +$209K +2,781 New
TWM
1228
Trueblood Wealth Management
Ohio
$209K -$11.4K -152 -5%
Diversified Trust
1229
Diversified Trust
Tennessee
$209K +$201K +2,680 New
Journey Strategic Wealth
1230
Journey Strategic Wealth
New Jersey
$209K +$201K +2,672 New
SHGA
1231
Sand Hill Global Advisors
California
$208K +$200K +2,661 New
IFP Advisors
1232
IFP Advisors
Florida
$207K -$151K -2,003 -43%
WAP
1233
Wealthcare Advisory Partners
Pennsylvania
$207K +$200K +2,656 New
EIP
1234
Ellis Investment Partners
Pennsylvania
$207K -$63.6K -846 -24%
CWG
1235
Cornerstone Wealth Group
North Carolina
$207K +$199K +2,647 New
FWM
1236
Focused Wealth Management
New York
$206K +$35.7K +475 New
CC
1237
Courier Capital
New York
$206K +$198K +2,640 New
KHCM
1238
Kirtland Hills Capital Management
Ohio
$206K -$52.2K -694 -21%
CPW
1239
Crestmont Private Wealth
Texas
$205K +$197K +2,627 New
OW
1240
Olistico Wealth
Oklahoma
$205K +$99.6K +1,325 +102%
JIR
1241
James Investment Research
Ohio
$204K -$68.1K -906 -26%
WB
1242
Webster Bank
Connecticut
$204K +$23.6K +314 +14%
PB
1243
Pinnacle Bancorp
Nebraska
$204K – – –
Csenge Advisory Group
1244
Csenge Advisory Group
Florida
$203K +$205K +2,733 New
NAS
1245
Nicolet Advisory Services
Wisconsin
$203K -$106K -1,409 -35%
NRG
1246
Nemes Rush Group
Michigan
$202K -$75 -1 -0%
AFWM
1247
Abich Financial Wealth Management
Virginia
$201K +$31.3K +416 +19%
WCM
1248
Wallace Capital Management
Texas
$201K +$194K +2,580 New
Smartleaf Asset Management
1249
Smartleaf Asset Management
Massachusetts
$201K +$44.1K +586 +29%
TNBTD
1250
Trustmark National Bank Trust Department
Mississippi
$200K +$193K +2,566 New