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Name Holding Trade Value Shares
Change
Change in
Stake
MCIA
2776
Mountain Capital Investment Advisors
Colorado
$224K -$26.4K -90 -12%
PWA
2777
Prairie Wealth Advisors
Nebraska
$224K -$213K -726 Closed
HWM
2778
Hohimer Wealth Management
Washington
$224K +$217K +738 New
BCM
2779
Bienville Capital Management
New York
$224K – – –
TWM
2780
Thryve Wealth Management
Texas
$223K +$215K +734 New
MFG
2781
Mosaic Financial Group
Illinois
$223K – – –
JWS
2782
Juncture Wealth Strategies
Arizona
$223K +$215K +733 New
HIG
2783
Heritage Investment Group
Florida
$222K +$215K +732 New
PFA
2784
Pettinga Financial Advisors
Indiana
$222K +$215K +732 New
T
2785
Tableaux
Massachusetts
$222K +$216K +736 New
MWP
2786
Madison Wealth Partners
Wisconsin
$221K +$213K +727 New
WOSD
2787
WFA of San Diego
California
$221K – – –
TBA
2788
Tower Bridge Advisors
Pennsylvania
$220K – – –
ACGA
2789
Atlanta Consulting Group Advisors
Georgia
$220K +$212K +723 New
CAM
2790
Concorde Asset Management
Michigan
$220K +$212K +724 New
RPCONE
2791
Retirement Planning Company of New England
Rhode Island
$220K -$2.35K -8 -1%
GWM
2792
GDS Wealth Management
Texas
$219K +$212K +722 New
BW
2793
Balance Wealth
Ohio
$218K -$5.58K -19 -3%
WG
2794
Warner Group
Connecticut
$218K +$211K +718 New
OWCM
2795
One Wealth Capital Management
Arizona
$218K +$210K +717 New
TSW
2796
Three Seasons Wealth
Utah
$218K +$210K +715 New
TFA
2797
Trinity Financial Advisors
Ohio
$217K +$209K +713 New
MLIC
2798
Mandatum Life Insurance Company
Finland
$217K +$209K +713 New
DA
2799
Drake & Associates
Wisconsin
$216K +$6.46K +22 +3%
GFP
2800
Guardian Financial Partners
California
$215K +$208K +709 New