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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1501
Cooper Financial Group
California
$208K +$202K +1,592 New
HWA
1502
HHM Wealth Advisors
Tennessee
$207K -$2.79K -22 -1%
BFA
1503
Bright Financial Advisors
Michigan
$206K +$201K +1,580 New
MEG
1504
Millstone Evans Group
Colorado
$206K -$233K -1,837 -54%
PFW
1505
Petros Family Wealth
Minnesota
$206K +$200K +1,578 New
HC
1506
Hoese & Co
Minnesota
$206K +$118K +925 +142%
MWM
1507
Meridian Wealth Management
Kentucky
$205K -$43.8K -345 -17%
CWM
1508
Centurion Wealth Management
Virginia
$205K -$231K -1,817 -54%
NIM
1509
Northeast Investment Management
Massachusetts
$205K -$15.2K -120 -7%
AT
1510
Adelphi Trust
Florida
$203K +$198K +1,557 New
SIC
1511
Sigma Investment Counselors
Michigan
$203K +$198K +1,555 New
DLCIG
1512
D.L. Carlson Investment Group
New Hampshire
$203K +$197K +1,554 New
SWA
1513
Sax Wealth Advisors
New Jersey
$203K +$213K +1,674 New
SIC
1514
Samalin Investment Counsel
New York
$203K +$197K +1,553 New
ES
1515
ETF Store
Kansas
$202K +$197K +1,549 New
EFG
1516
Elevated Financial Group
Indiana
$201K +$196K +1,541 New
IAS
1517
Integrity Advisory Solutions
Texas
$201K +$195K +1,537 New
CCWP
1518
Cedar Cove Wealth Partners
Minnesota
$201K +$195K +1,537 New
CA
1519
Cambridge Advisors
Nebraska
$200K +$195K +1,535 New
PL
1520
PeakShares LLC
Florida
$198K +$6.35K +50 +3%
CTA
1521
Colonial Trust Advisors
South Carolina
$197K +$13.6K +107 +8%
CH
1522
Cromwell Holdings
Wyoming
$196K – – –
FDP
1523
Financiere des Professionnels
Quebec, Canada
$196K – – –
MIM
1524
MTM Investment Management
South Carolina
$195K – – –
MAM
1525
Meeder Asset Management
Ohio
$195K -$2.59M -20,391 -93%