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Name Holding Trade Value Shares
Change
Change in
Stake
PSIWM
2801
Paradigm Strategies in Wealth Management
Minnesota
$205K
GWAM
2802
Guardian Wealth Advisors (Minnesota)
Minnesota
$205K +$2.28K +45 +1%
OFS
2803
OneAscent Financial Services
Alabama
$205K +$204K +4,036 New
SSWG
2804
Seven Springs Wealth Group
Tennessee
$204K
DA
2805
Drake & Associates
Wisconsin
$204K +$203K +4,012 New
SEM
2806
Strategic Equity Management
Arizona
$204K +$203K +4,018 New
GWM
2807
Greenhouse Wealth Management
Connecticut
$204K +$203K +4,020 New
EE
2808
EWG Elevate
California
$204K +$204K +4,027 New
AAP
2809
Aristotle Atlantic Partners
Florida
$203K
CFG
2810
CKW Financial Group
Hawaii
$203K
PGF
2811
Plan Group Financial
Oklahoma
$203K +$202K +4,000 New
CPP
2812
Capasso Planning Partners
South Carolina
$203K +$202K +4,003 New
Loomis, Sayles & Company
2813
Loomis, Sayles & Company
Massachusetts
$202K -$947K -18,719 -82%
RWM
2814
Reston Wealth Management
Virginia
$202K -$43.3K -856 -18%
SSW
2815
Stone Summit Wealth
Florida
$202K
AWM
2816
Altus Wealth Management
Kentucky
$201K +$51 +1 +0%
DE
2817
Day & Ennis
Georgia
$201K +$201K +3,970 New
RPGK
2818
Retirement Planning Group (Kansas)
Kansas
$200K -$26.6K -525 -12%
H6H
2819
Hightower 6M Holding
Kansas
$200K +$101 +2 +0.1%
PO
2820
Private Ocean
California
$194K -$15.7K -310 -7%
AIM
2821
Arcadia Investment Management
Michigan
$193K -$21.8K -431 -10%
CA
2822
Crewe Advisors
Utah
$186K +$40.7K +805 +28%
SL
2823
Savior LLC
Massachusetts
$185K
SC
2824
Sierra Capital
Florida
$178K -$3.84K -76 -2%
FP
2825
Financial Perspectives
Minnesota
$177K +$354 +7 +0.2%