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Name Holding Trade Value Shares
Change
Change in
Stake
United Financial Planning Group
3751
United Financial Planning Group
New York
$420K +$321 +1 +0.1%
Spinnaker Investment Group
3752
Spinnaker Investment Group
California
$419K +$70.6K +220 +22%
TSA Wealth Management
3753
TSA Wealth Management
Texas
$419K +$103K +320 +36%
GSG Advisors
3754
GSG Advisors
New Jersey
$419K +$19.9K +62 +5%
Optivise Advisory Services
3755
Optivise Advisory Services
Tennessee
$419K +$19.3K +60 +5%
Connecticut Capital Management Group
3756
Connecticut Capital Management Group
Connecticut
$417K -$1.6K -5 -0.4%
KFA Private Wealth Group
3757
KFA Private Wealth Group
Virginia
$416K -$288K -898 -43%
CGN Advisors
3758
CGN Advisors
Kansas
$415K +$46.9K +146 +14%
Alpine Bank Wealth Management
3759
Alpine Bank Wealth Management
Colorado
$414K -$23.4K -73 -6%
KEB Asset Management
3760
KEB Asset Management
Illinois
$413K – – –
Richard W. Paul & Associates
3761
Richard W. Paul & Associates
Michigan
$413K -$7.7K -24 -2%
Fusion Capital
3762
Fusion Capital
South Carolina
$413K +$118K +366 +44%
Nova R Wealth
3763
Nova R Wealth
Kansas
$412K -$16.1K -50 -4%
OIA
3764
Oakmont Investment Advisors
Pennsylvania
$412K -$126K -394 -25%
Heritage Investment Group
3765
Heritage Investment Group
Florida
$411K -$56.2K -175 -13%
Richard P. Slaughter Associates
3766
Richard P. Slaughter Associates
Texas
$411K -$336K -1,047 -47%
Guardian Investment Management
3767
Guardian Investment Management
California
$409K – – –
Dopkins Wealth Management
3768
Dopkins Wealth Management
New York
$409K +$25.4K +79 +7%
United Bank (Georgia)
3769
United Bank (Georgia)
Georgia
$407K -$28.9K -90 -7%
PIMG
3770
Patriot Investment Management Group
Tennessee
$407K -$5.14K -16 -1%
Richardson Financial Services
3771
Richardson Financial Services
Massachusetts
$407K -$36.6K -114 -9%
Atlas Private Wealth Advisors
3772
Atlas Private Wealth Advisors
New Jersey
$406K +$321 +1 +0.1%
Oakmont Advisory Group
3773
Oakmont Advisory Group
New Mexico
$406K +$380K +1,183 New
Bernardo Wealth Planning
3774
Bernardo Wealth Planning
Pennsylvania
$406K +$157K +489 +71%
Broadway Wealth Solutions
3775
Broadway Wealth Solutions
Texas
$405K +$15.7K +49 +4%