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Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Street Advisors
4101
Franklin Street Advisors
North Carolina
$270K -$52.3K -163 -17%
Flywheel Private Wealth
4102
Flywheel Private Wealth
California
$270K – – –
AF
4103
ASL Financial
California
$269K – – –
Bridgelight Financial Advisors
4104
Bridgelight Financial Advisors
Connecticut
$269K +$5.46K +17 +2%
Atlantic Edge Private Wealth Management
4105
Atlantic Edge Private Wealth Management
Florida
$269K +$28.3K +88 +13%
Somerset Trust
4106
Somerset Trust
Pennsylvania
$269K – – –
Targeted Financial Services
4107
Targeted Financial Services
Florida
$267K +$250K +779 New
GRWP
4108
Green Ridge Wealth Planning
New Jersey
$267K – – –
First National Bank & Trust Co of Newtown
4109
First National Bank & Trust Co of Newtown
Pennsylvania
$267K +$234K +729 New
Dickmeyer Boyce Financial Management
4110
Dickmeyer Boyce Financial Management
Indiana
$267K +$250K +778 New
Wheelhouse Advisory Group
4111
Wheelhouse Advisory Group
Missouri
$267K +$321 +1 +0.1%
Sovereign Investment Advisors
4112
Sovereign Investment Advisors
Arizona
$267K +$249K +777 New
TS Financial Group (TSFG)
4113
TS Financial Group (TSFG)
Illinois
$266K +$27.3K +85 +12%
CCP
4114
Caden Capital Partners
California
$266K – – –
Keeler & Nadler Financial Planning & Wealth Management
4115
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$266K -$356K -1,108 -59%
Michael Brady & Co
4116
Michael Brady & Co
Ohio
$266K +$321 +1 +0.1%
B.O.S.S. Retirement Advisors
4117
B.O.S.S. Retirement Advisors
Utah
$266K +$248K +774 New
WESPAC Advisors
4118
WESPAC Advisors
California
$265K -$31.5K -98 -11%
Integrated Quantitative Investments
4119
Integrated Quantitative Investments
Washington
$265K -$144K -447 -37%
TT Capital Management
4120
TT Capital Management
California
$265K -$3.21K -10 -1%
WNY Asset Management
4121
WNY Asset Management
New York
$265K +$18.9K +59 +8%
Altar Rock
4122
Altar Rock
New York
$264K -$78.7K -245 -24%
Chartist Inc
4123
Chartist Inc
California
$264K – – –
Paladin Advisory Group
4124
Paladin Advisory Group
Iowa
$264K – – –
Kaydan Wealth Management
4125
Kaydan Wealth Management
Michigan
$264K +$33.7K +105 +16%