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Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1876
Triad Wealth Partners
Kansas
$174K +$152K +1,001 New
MMG
1877
Monetary Management Group
Missouri
$174K
TIM
1878
Thompson Investment Management
Wisconsin
$174K
WTG
1879
West Tower Group
Virginia
$174K +$152K +1,000 New
RFG
1880
RFP Financial Group
Georgia
$172K +$6.22K +41 +4%
HGERS
1881
Householder Group Estate & Retirement Specialist
Arizona
$171K +$4.55K +30 +3%
MSFP
1882
Mark Sheptoff Financial Planning
Connecticut
$170K +$72.1K +475 +94%
MWA
1883
Moser Wealth Advisors
Washington
$168K
LOIM
1884
Liberty One Investment Management
Illinois
$167K -$99.7K -657 -41%
RFA
1885
Register Financial Advisors
Georgia
$164K +$303 +2 +0.2%
IGWM
1886
ICA Group Wealth Management
Colorado
$164K -$8.49K -56 -6%
FFA
1887
Frazier Financial Advisors
Ohio
$163K +$18.1K +119 +15%
AGWCA
1888
Annis Gardner Whiting Capital Advisors
Florida
$160K +$37.6K +248 +37%
LWCFA
1889
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$158K
PMFA
1890
Plante Moran Financial Advisors
Michigan
$156K -$2.43K -16 -2%
FMP
1891
Financial Management Professionals
Texas
$155K +$4.55K +30 +3%
TAM
1892
Tucker Asset Management
Colorado
$154K +$122K +805 +1,006%
TFM
1893
TFC Financial Management
Massachusetts
$153K
LCM
1894
Leisure Capital Management
California
$150K +$131K +864 New
CFG
1895
CKW Financial Group
Hawaii
$146K
CBT
1896
Central Bank & Trust
Kentucky
$145K -$3.19K -21 -2%
RWMG
1897
Redwood Wealth Management Group
New Jersey
$145K +$127K +835 New
LIA
1898
Lynx Investment Advisory
District of Columbia
$144K +$125K +827 New
LFG
1899
Larson Financial Group
Missouri
$140K +$42K +277 +53%
PMAM
1900
Picton Mahoney Asset Management
Ontario, Canada
$139K -$45.5K -300 -27%