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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
3326
Socha Financial Group
New York
$355K +$828 +3 +0.2%
TPW
3327
Tiller Private Wealth
Pennsylvania
$353K
SR
3328
Syntax Research
Florida
$353K +$276 +1 +0.1%
OPOWM
3329
One Plus One Wealth Management
Florida
$352K
PBO
3330
Peoples Bank (Ohio)
Ohio
$352K -$6.9K -25 -2%
SICM
3331
Sustainable Insight Capital Management
New York
$351K -$27.6K -100 -7%
BRA
3332
Biechele Royce Advisors
Indiana
$351K +$5.25K +19 +2%
PFA
3333
Pathway Financial Advisors
Vermont
$350K +$3.59K +13 +1%
UWM
3334
USAdvisors Wealth Management
Minnesota
$350K +$33.4K +121 +16%
MWM
3335
Mascoma Wealth Management
New Hampshire
$349K
LA
3336
Lifeworks Advisors
Michigan
$349K +$88.9K +322 +35%
SN
3337
Sittner & Nelson
Oregon
$349K
MWC
3338
MBM Wealth Consultants
Missouri
$348K
WPW
3339
Warther Private Wealth
Ohio
$347K +$121K +437 +54%
AR
3340
Apeiron RIA
Texas
$345K
SFC
3341
Swisher Financial Concepts
Ohio
$344K
WA
3342
Waterford Advisors
New York
$343K
CB
3343
Centennial Bank
Arkansas
$343K
SLG
3344
Stanley-Laman Group
Pennsylvania
$342K -$912K -3,305 -73%
JSAM
3345
J. Safra Asset Management
New York
$342K +$69.9K +253 +26%
JGIA
3346
Jackson Grant Investment Advisers
Connecticut
$342K
AAM
3347
Austin Asset Management
Texas
$342K -$26.5K -96 -7%
WJA
3348
Willis Johnson & Associates
Texas
$341K +$51.1K +185 +18%
TFM
3349
TFC Financial Management
Massachusetts
$340K +$186K +673 +123%
KAM
3350
KEB Asset Management
Illinois
$340K +$552 +2 +0.2%