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Name Holding Trade Value Shares
Change
Change in
Stake
MF
2951
Montis Financial
Massachusetts
$333K +$8.12K +20 +3%
WIC
2952
Woodmont Investment Counsel
Tennessee
$332K +$18.7K +46 +7%
BFG
2953
Birch Financial Group
New Hampshire
$331K +$282K +694 New
HWA
2954
HHM Wealth Advisors
Tennessee
$331K +$169K +417 +151%
FA
2955
Faithward Advisors
Pennsylvania
$331K -$47.5K -117 -14%
EIC
2956
Equity Investment Corp
Georgia
$331K – – –
WH
2957
Wallace Hart
Kentucky
$331K – – –
HIG
2958
Heritage Investment Group
Florida
$331K +$19.9K +49 +8%
PSP
2959
Pacific Sage Partners
Washington
$330K -$3.65K -9 -1%
EFG
2960
Ehrlich Financial Group
California
$330K – – –
LWA
2961
Lantern Wealth Advisors
New York
$330K +$280K +690 New
PA
2962
PFW Advisors
Georgia
$329K -$43.4K -107 -13%
LG
2963
LaFleur & Godfrey
Michigan
$329K +$8.93K +22 +3%
PWM
2964
Palumbo Wealth Management
New York
$329K +$7.71K +19 +3%
ITIM
2965
Indiana Trust & Investment Management
Indiana
$329K – – –
MFS
2966
Mattson Financial Services
Michigan
$328K -$7.3K -18 -2%
NWA
2967
Navis Wealth Advisors
New York
$328K +$1.62K +4 +0.6%
DI
2968
Diligent Investors
California
$327K – – –
CWA
2969
Consilium Wealth Advisory
Texas
$326K – – –
FPW
2970
Fairvoy Private Wealth
Alabama
$326K – – –
JWM
2971
Jessup Wealth Management
Ohio
$325K – – –
AOWM
2972
Alpha Omega Wealth Management
Virginia
$325K – – –
V
2973
ViaWealth
Kansas
$325K – – –
AA
2974
ACT Advisors
North Carolina
$324K -$3.65K -9 -1%
FWM
2975
Foguth Wealth Management
Michigan
$324K +$60.5K +149 +23%