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Name Holding Trade Value Shares
Change
Change in
Stake
WDG
3151
Wealth Dimensions Group
Ohio
$254K +$216K +532 New
RSA
3152
River Street Advisors
Illinois
$254K +$216K +532 New
GA
3153
GSG Advisors
New Jersey
$254K +$216K +532 New
PMG
3154
Private Management Group
California
$254K +$216K +532 New
CWR
3155
Chico Wealth RIA
California
$254K +$215K +531 New
CT
3156
Coastline Trust
Rhode Island
$253K – – –
MWM
3157
MBE Wealth Management
Wisconsin
$253K +$215K +530 New
SMFG
3158
Sumitomo Mitsui Financial Group
Japan
$253K +$215K +530 New
IASG
3159
Investment Advisory Services Group
Florida
$253K +$215K +529 New
CLIP
3160
Colter Lewis Investment Partners
Connecticut
$251K +$213K +525 New
DI
3161
Decision Investments
California
$251K +$213K +526 New
VC
3162
Vicus Capital
Pennsylvania
$251K +$213K +525 New
SGFG
3163
Silver Grove Financial Group
New York
$251K +$187K +460 +708%
PA
3164
Prosperity Advisers
Pennsylvania
$251K +$213K +524 New
AIM
3165
Avity Investment Management
Connecticut
$251K -$40.6K -100 -16%
PAM
3166
Parvin Asset Management
South Dakota
$251K -$10.1K -25 -5%
BDPWM
3167
Barnes Dennig Private Wealth Management
Ohio
$251K +$3.65K +9 +2%
CFO
3168
Collective Family Office
Pennsylvania
$251K +$213K +525 New
FIB
3169
First Interstate Bank
Montana
$251K +$213K +525 New
BDF
3170
Black Diamond Financial
Maryland
$250K +$213K +524 New
SN
3171
Sittner & Nelson
Oregon
$250K -$124K -305 -37%
AWA
3172
Adapt Wealth Advisors
Georgia
$250K -$39.8K -98 -16%
CWA
3173
Capital Wealth Alliance
Arizona
$250K +$212K +523 New
CW
3174
Code Waechter
Florida
$250K +$212K +523 New
DKCM
3175
Davidson Kahn Capital Management
California
$250K +$212K +523 New