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Name Holding Trade Value Shares
Change
Change in
Stake
KLWA
2776
Kelly Lawrence W & Associates
California
$155K
Cohen & Steers
2777
Cohen & Steers
New York
$155K
FP
2778
Financial Perspectives
Minnesota
$154K -$5.76K -142 -4%
PUI
2779
Purpose Unlimited Inc
$154K +$153K +3,781 New
PWMA
2780
Pension & Wealth Management Advisors
Massachusetts
$152K +$13.7K +337 +10%
PWMG
2781
Private Wealth Management Group
New Jersey
$151K -$42.5K -1,047 -22%
KBFS
2782
Kohmann Bosshard Financial Services
Ohio
$151K +$150K +3,703 New
B
2783
Bayban
Minnesota
$150K +$150K +3,693 New
CJ
2784
Caitlin John
Michigan
$148K -$21.5K -530 -13%
WA
2785
WPG Advisers
Maryland
$148K +$10.5K +260 +8%
DF
2786
Dunhill Financial
United Kingdom
$145K -$4.87K -120 -3%
GFA
2787
Gladwyn Financial Advisors
Virginia
$145K +$2.47K +61 +2%
MFT
2788
Moisand Fitzgerald Tamayo
Florida
$144K
HFM
2789
Harvest Fund Management
China
$143K +$54.6K +1,346 +68%
GWSG
2790
GPS Wealth Strategies Group
Colorado
$141K -$757K -18,666 -84%
Q1WB
2791
Quest 10 Wealth Builders
Virginia
$140K +$27K +665 +24%
FFO
2792
Fortitude Family Office
Arizona
$140K -$31.8K -784 -19%
NI
2793
NCP Inc
California
$140K +$139K +3,427 New
RWA
2794
Redmont Wealth Advisors
Illinois
$140K -$267K -6,580 -66%
FW
2795
Fairway Wealth
Ohio
$139K +$2.39K +59 +2%
EF
2796
Entrust Financial
Pennsylvania
$137K +$137K +3,372 New
GBT
2797
Grove Bank & Trust
Florida
$136K +$33K +813 +32%
RF
2798
Roxbury Financial
New Jersey
$135K -$32.5K -802 -19%
RFG
2799
REAP Financial Group
Texas
$134K +$12.3K +302 +10%
RFA
2800
Reyes Financial Architecture
California
$134K -$61.9K -1,526 -32%