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Name Holding Trade Value Shares
Change
Change in
Stake
T
4101
Transce3nd
Texas
$180K +$171K +568 New
SIM
4102
Synergy Investment Management
Florida
$179K +$170K +567 New
FCG
4103
Financial Connections Group
California
$178K +$4.51K +15 +3%
T
4104
Tidemark
California
$177K +$106K +352 +168%
MFG
4105
Mendota Financial Group
Wisconsin
$177K -$28.3K -94 -14%
CPG
4106
Cornerstone Planning Group
New Jersey
$169K +$2.71K +9 +2%
IA
4107
IFS Advisors
Kansas
$167K
PA
4108
PSI Advisors
Florida
$165K +$30.1K +100 +24%
RWM
4109
Raffa Wealth Management
District of Columbia
$163K -$1.2K -4 -0.8%
NECFA
4110
New England Capital Financial Advisors
Connecticut
$162K +$301 +1 +0.2%
BFP
4111
Briaud Financial Planning
Texas
$162K +$155K +515 New
MTC
4112
Matrix Trust Company
Colorado
$161K +$154K +511 New
BHWM
4113
Bay Harbor Wealth Management
Maryland
$161K +$50.8K +169 +50%
BC
4114
Belmont Capital
California
$158K -$459K -1,526 -75%
MCI
4115
MRP Capital Investments
Georgia
$158K -$150K -500 -50%
CM
4116
Capula Management
Cayman Islands
$155K +$67.1K +223 +83%
HI
4117
Human Investing
Oregon
$154K +$146K +487 New
HFS
4118
Hopwood Financial Services
Virginia
$154K +$146K +487 New
TLA
4119
Tanglewood Legacy Advisors
Texas
$151K +$301 +1 +0.2%
AW
4120
Avion Wealth
Texas
$151K +$11.4K +38 +9%
IWM
4121
IMG Wealth Management
Florida
$149K +$142K +471 New
HWM
4122
HighMark Wealth Management
Minnesota
$147K -$301 -1 -0.2%
RDFA
4123
Ritter Daniher Financial Advisory
Ohio
$147K +$60.1K +200 +76%
HC
4124
Hara Capital
Washington
$145K
AG
4125
AmeriFlex Group
Nevada
$143K +$126K +419 New