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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
2901
Sandy Cove Advisors
Massachusetts
$91K +$91.3K +1,750 New
PP
2902
Peconic Partners
New York
$86K -$70.4K -1,350 -45%
SA
2903
SRH Advisors
Kansas
$86K – – –
SMG
2904
Spectrum Management Group
Indiana
$82K -$3.76K -72 -4%
LJHT
2905
Laurie J. Hall Trustee
$82K – – –
MSE
2906
MUFG Securities EMEA
United Kingdom
$80K +$80.3K +1,540 New
FWA
2907
FSC Wealth Advisors
New York
$78K +$77.9K +1,494 New
TC
2908
TAP Consulting
Missouri
$76K +$76K +1,456 New
CSWM
2909
Cassady Schiller Wealth Management
Ohio
$75K +$75.3K +1,444 New
FCG
2910
Financial Connections Group
California
$75K +$75.6K +1,449 New
HI
2911
Hoey Investments
Pennsylvania
$72K +$57.4K +1,100 +381%
LPP
2912
Life Planning Partners
Florida
$72K +$72.8K +1,395 New
JRFS
2913
James Reed Financial Services
Ohio
$72K +$73K +1,400 New
CWA
2914
Clearview Wealth Advisors
Oregon
$71K -$89.8K -1,722 -56%
JEST
2915
JTC Employer Solutions Trustee
Jersey
$71K – – –
CWM
2916
Curi Wealth Management
North Carolina
$71K +$71.9K +1,378 New
CAL
2917
Capital Advisors Ltd
Ohio
$69K -$7.57K -145 -10%
UIA
2918
Ulland Investment Advisors
Minnesota
$67K +$66.8K +1,280 New
CA
2919
Crewe Advisors
Utah
$66K – – –
RWM
2920
Raffa Wealth Management
District of Columbia
$65K +$3.55K +68 +6%
MIM
2921
Meridiem Investment Management
United Kingdom
$64K – – –
BA
2922
Bellwether Advisors
Nebraska
$63K -$14.2K -273 -18%
OA
2923
Operose Advisors
Wisconsin
$62K +$62.6K +1,199 New
MWA
2924
Miller Wealth Advisors
Colorado
$57K +$57.2K +1,096 New
PWC
2925
PYA Waltman Capital
Tennessee
$57K +$57.5K +1,102 New