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Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
2201
Main Street Financial Solutions
Pennsylvania
$270K +$221K +1,193 New
SFC
2202
Strategic Financial Concepts
Texas
$270K -$81.3K -439 -27%
LWA
2203
Lifelong Wealth Advisors
Minnesota
$270K +$221K +1,192 New
FCM
2204
Fourpath Capital Management
Oklahoma
$270K -$91.5K -494 -29%
CWP
2205
Core Wealth Partners
California
$270K +$220K +1,190 New
EFG
2206
Ethos Financial Group
Pennsylvania
$269K +$219K +1,182 New
CFP
2207
Catalyst Financial Partners
Massachusetts
$268K +$219K +1,183 New
IIA
2208
Integrity Investment Advisors
Colorado
$267K +$219K +1,181 New
FFA
2209
Fi3 Financial Advisors
Indiana
$266K +$217K +1,170 New
SWP
2210
Summit Wealth Partners
Florida
$266K +$217K +1,172 New
BTWM
2211
Baker Tilly Wealth Management
Wisconsin
$265K -$29.6K -160 -12%
WF
2212
Wayfinding Financial
Washington
$265K +$14.4K +78 +8%
NSAM
2213
North Star Asset Management
Wisconsin
$265K -$18.5K -100 -8%
CS
2214
Capital Square
Tennessee
$264K +$212K +1,145 New
AF
2215
Apexium Financial
Texas
$263K +$215K +1,161 New
MCWA
2216
Meadow Creek Wealth Advisors
Georgia
$263K +$215K +1,161 New
PB
2217
Pinnacle Bancorp
Nebraska
$263K +$2.41K +13 +1%
AIA
2218
Aventus Investment Advisors
Florida
$262K +$214K +1,155 New
WAM
2219
Weatherly Asset Management
California
$261K +$213K +1,152 New
FWP
2220
FAS Wealth Partners
Kansas
$260K +$213K +1,150 New
FDCP
2221
Foster Dykema Cabot & Partners
Massachusetts
$260K +$147K +792 +226%
PFG
2222
PAX Financial Group
Texas
$260K +$212K +1,146 New
FFM
2223
Forum Financial Management
Illinois
$258K +$211K +1,141 New
PWW
2224
Pettyjohn Wood & White
Virginia
$258K +$211K +1,140 New
LA
2225
LM Advisors
California
$258K -$25K -135 -11%