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Name Holding Trade Value Shares
Change
Change in
Stake
WWA
2501
Wingate Wealth Advisors
Massachusetts
$218K +$208K +7,546 New
AWM
2502
AAF Wealth Management
Massachusetts
$218K +$208K +7,536 New
GFG
2503
Grantvest Financial Group
New Jersey
$218K +$248 +9 +0.1%
LODC
2504
Lanham O'Dell & Company
West Virginia
$218K +$207K +7,519 New
AT
2505
Avalon Trust
New Mexico
$218K +$163K +5,929 +374%
AWA
2506
Aletheian Wealth Advisors
Washington
$217K +$7.14K +259 +4%
LFG
2507
Lockerman Financial Group
California
$217K -$717 -26 -0.3%
CWM
2508
Cherrydale Wealth Management
New Jersey
$217K – – –
HWMT
2509
Heritage Wealth Management (Texas)
Texas
$217K – – –
MWA
2510
Motive Wealth Advisors
Michigan
$217K +$206K +7,482 New
PWA
2511
Physician Wealth Advisors
Utah
$216K +$9.15K +332 +5%
PP
2512
Postrock Partners
Oregon
$216K – – –
TCMP
2513
Thrive Capital Management (Pennsylvania)
Pennsylvania
$216K -$16.3K -593 -7%
HS
2514
Horan Securities
United States
$216K +$206K +7,465 New
AB
2515
ANB Bank
Colorado
$216K +$5.1K +185 +3%
SWM
2516
Stark Wealth Management
Pennsylvania
$216K -$9.76K -354 -5%
KFC
2517
Klingenstein Fields & Co
New York
$215K – – –
PHAM
2518
Palisades Hudson Asset Management
Florida
$215K +$220 +8 +0.1%
GA
2519
GSG Advisors
New Jersey
$213K +$203K +7,359 New
OR
2520
Olympiad Research
Connecticut
$212K -$123K -4,465 -38%
NG
2521
Northstar Group
New York
$212K -$47.8K -1,733 -19%
BI
2522
Beckerman Institutional
New Jersey
$212K +$110 +4 +0.1%
GWMIA
2523
Global Wealth Management Investment Advisory
Florida
$212K +$202K +7,323 New
OFG
2524
Oxford Financial Group
Indiana
$212K -$27.6K -1,002 -12%
SSA
2525
Sierra Summit Advisors
Nevada
$212K – – –