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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2476
Mindset Wealth Management
Indiana
$287K +$56.3K +1,200 +21%
PWM
2477
Pines Wealth Management
North Carolina
$287K -$15.7K -334 -5%
BFA
2478
Bright Financial Advisors
Michigan
$287K +$116K +2,480 +58%
SHFG
2479
S Harris Financial Group
Texas
$286K -$3.99K -85 -1%
EIA
2480
Eldridge Investment Advisors
New Hampshire
$286K +$563 +12 +0.2%
NCTC
2481
New Covenant Trust Company
Indiana
$286K +$31.8K +677 +11%
HAFS
2482
Hapanowicz & Associates Financial Services
Pennsylvania
$286K -$4.69K -100 -1%
SWM
2483
Stronghold Wealth Management
Florida
$285K +$6.05K +129 +2%
EWM
2484
Elmwood Wealth Management
California
$285K +$59.8K +1,274 +23%
WCM
2485
WealthBridge Capital Management
Ohio
$285K +$63K +1,342 +25%
KWA
2486
Kondo Wealth Advisors
California
$285K +$19.6K +418 +7%
CCAL
2487
City Center Advisors LLC
Michigan
$285K -$19.3K -411 -6%
AFGAS
2488
Allegiance Financial Group Advisory Services
Virginia
$284K +$70.2K +1,496 +29%
CFP
2489
Cascade Financial Partners
California
$283K -$17.9K -382 -5%
WG
2490
Warner Group
Connecticut
$282K +$313K +6,666 New
BBES
2491
Buffalo Business & Estate Services
New York
$282K -$313K -6,671 Closed
AFA
2492
American Financial Advisors
Georgia
$282K +$1.17K +25 +0.4%
FA
2493
FSA Advisors
Michigan
$282K -$12.4K -264 -4%
NG
2494
Northstar Group
New York
$281K – – –
SL
2495
Salomon & Ludwin
Virginia
$281K -$8.63K -184 -3%
CGA
2496
Crescent Grove Advisors
Illinois
$281K -$37.4K -797 -11%
CWM
2497
Connecticut Wealth Management
Connecticut
$280K +$18.1K +386 +6%
FFM
2498
Flagstone Financial Management
Nebraska
$280K +$516 +11 +0.2%
WF
2499
WealthPoint Financial
North Carolina
$280K +$18.3K +390 +6%
AT
2500
American Trust
Kentucky
$280K -$1.88K -40 -0.6%