Name Holding Trade Value Shares
Change
Change in
Stake
MWM
3426
Mascagni Wealth Management
Mississippi
$284K +$353K +1,096 New
SFS
3427
Symphony Financial Services
Ohio
$283K -$330K -1,025 -62%
LHC
3428
Little House Capital
Massachusetts
$283K +$226K +701 New
MSA
3429
McAlister Sweet & Associates
Texas
$283K +$225K +700 New
HWA
3430
HMV Wealth Advisors
Louisiana
$282K +$225K +698 New
WFA
3431
WestHill Financial Advisors
California
$282K +$225K +698 New
CFA
3432
Cahill Financial Advisors
Minnesota
$280K -$292K -908 -57%
CWAF
3433
Core Wealth Advisors (Florida)
Florida
$279K +$223K +692 New
TR
3434
Tepp RIA
New Jersey
$279K +$222K +691 New
AT
3435
Arlington Trust
Alabama
$279K +$37K +115 +20%
CFC
3436
Coyle Financial Counsel
Illinois
$278K +$222K +689 New
MCM
3437
Mill Capital Management
North Carolina
$278K +$221K +688 New
WA
3438
Waterford Advisors
New York
$278K +$221K +688 New
DFG
3439
Dynamic Financial Group
Iowa
$277K +$221K +686 New
WRM
3440
Weybosset Research & Management
Rhode Island
$277K +$220K +685 New
SP
3441
Symmetry Partners
Connecticut
$277K -$390K -1,211 -64%
LIG
3442
Lokken Investment Group
Delaware
$276K +$220K +683 New
TWG
3443
The Wealth Group
Minnesota
$275K +$219K +682 New
NFC
3444
Northeast Financial Consultants
Connecticut
$275K +$219K +681 New
VDI
3445
Vaughan David Investments
Illinois
$274K +$218K +679 New
VW
3446
Veridan Wealth
Oregon
$274K +$230K +714 New
WA
3447
Westfuller Advisors
New York
$274K -$33.8K -105 -13%
FIC
3448
Family Investment Center
Missouri
$274K +$218K +678 New
1IA
3449
1620 Investment Advisors
Massachusetts
$274K +$143K +444 +190%
HBW
3450
Hazlett, Burt & Watson
West Virginia
$273K -$85.6K -266 -28%