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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2226
Atticus Wealth Management
Florida
$153K – – –
CFP
2227
Comprehensive Financial Planning
Pennsylvania
$138K +$135K +700 New
NL
2228
NKCFO LLC
Illinois
$138K – – –
ITIM
2229
Indiana Trust & Investment Management
Indiana
$136K – – –
WI
2230
Wintrust Investments
Illinois
$134K -$6.19K -32 -5%
CWP
2231
Concord Wealth Partners
Virginia
$130K -$11.2K -58 -8%
GGI
2232
Godsey & Gibb Inc
Virginia
$129K -$56.7K -293 -31%
RWM
2233
Rialto Wealth Management
New York
$127K +$124K +642 New
RA
2234
Ransom Advisory
Rhode Island
$126K – – –
T
2235
Tidemark
California
$124K +$20.9K +108 +21%
VHAM
2236
Van Hulzen Asset Management
California
$117K +$115K +595 New
LC
2237
Lavaca Capital
Texas
$116K +$113K +586 New
BC
2238
Bayforest Capital
United Kingdom
$109K +$107K +551 New
CT
2239
Coastline Trust
Rhode Island
$105K -$103K -530 -50%
MWA
2240
Medallion Wealth Advisors
Connecticut
$102K +$102K +525 New
PH
2241
Pinnacle Holdings
Oklahoma
$101K +$1.74K +9 +2%
VWM
2242
Vermillion Wealth Management
Minnesota
$101K +$98.5K +509 New
PP
2243
PrairieView Partners
Minnesota
$100K +$96.8K +500 +5,000%
CCC
2244
Chelsea Counsel Company
California
$99K – – –
CWM
2245
CarsonAllaria Wealth Management
Illinois
$98.7K – – –
PP
2246
Pingora Partners
Wyoming
$98.7K – – –
WWA
2247
Wingate Wealth Advisors
Massachusetts
$97.4K +$95.4K +493 New
KBFS
2248
Kohmann Bosshard Financial Services
Ohio
$96.8K +$94.8K +490 New
CCM
2249
Chilton Capital Management
Texas
$95K +$54.4K +281 +141%
BFPW
2250
BOK Financial Private Wealth
Colorado
$94.9K +$17.2K +89 +23%