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Name Holding Trade Value Shares
Change
Change in
Stake
UFPG
3776
United Financial Planning Group
New York
$414K +$87.6K +257 +28%
PFA
3777
Pathway Financial Advisors
Vermont
$413K
BFPW
3778
BOK Financial Private Wealth
Colorado
$412K +$42.6K +125 +12%
LF
3779
LifeSteps Financial
California
$412K
RRWA
3780
Rainey & Randall Wealth Advisors
Florida
$411K
CRI
3781
Colonial River Investments
Virginia
$411K -$312K -917 -44%
NCM
3782
Neumann Capital Management
California
$410K
WW
3783
Westshore Wealth
California
$410K -$79.7K -234 -17%
MWM
3784
Momentous Wealth Management
Washington
$410K -$1.02K -3 -0.3%
CWM
3785
CCG Wealth Management
California
$410K +$26.6K +78 +7%
PRRFG
3786
Paul R. Ried Financial Group
Washington
$410K +$95.4K +280 +32%
MFPI
3787
Midwest Financial Partners Investments
Minnesota
$409K +$398K +1,167 New
WF
3788
Willow Financial
Arkansas
$409K +$397K +1,166 New
FEM
3789
Fulcrum Equity Management
Texas
$409K +$397K +1,165 New
PBO
3790
Peoples Bank (Ohio)
Ohio
$405K +$11.2K +33 +3%
VA
3791
Veratis Advisors
North Carolina
$405K +$431K +1,266 New
BWG
3792
Berry Wealth Group
Texas
$405K -$11.6K -34 -3%
KCFA
3793
Key Client Fiduciary Advisors
New Jersey
$405K -$90.3K -265 -19%
MLFP
3794
MPS Loria Financial Planners
Illinois
$404K +$681 +2 +0.2%
TWM
3795
Triton Wealth Management
Arizona
$404K -$681 -2 -0.2%
SGI
3796
Swan Global Investments
Colorado
$403K +$43.6K +128 +13%
CWM
3797
Cedar Wealth Management
California
$403K
MAA
3798
Matrix Asset Advisors
New York
$403K +$3.75K +11 +1%
BRWM
3799
Blue Rock Wealth Management
North Carolina
$402K -$34.1K -100 -8%
CB
3800
Centennial Bank
Arkansas
$402K