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