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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
851
Csenge Advisory Group
Florida
$228K +$197K +826 New
LF
852
Lantz Financial
Illinois
$228K +$197K +826 New
PPC
853
Park Place Capital
Alabama
$228K -$22.1K -93 -10%
Focus Partners Wealth
854
Focus Partners Wealth
Massachusetts
$227K +$195K +821 New
TPA
855
Trivium Point Advisory
Connecticut
$227K +$195K +821 New
MIS
856
Morningstar Investment Services
Illinois
$224K +$193K +810 New
MWM
857
Modern Wealth Management
Kansas
$223K +$192K +808 New
SS
858
Sunbelt Securities
Texas
$222K +$12.9K +54 +7%
SW
859
SkyOak Wealth
Michigan
$221K +$190K +800 New
AWM
860
Axxcess Wealth Management
California
$219K +$189K +795 New
FFM
861
Forum Financial Management
Illinois
$218K +$188K +789 New
EFG
862
Everhart Financial Group
Ohio
$217K +$187K +786 New
RP
863
Riverwater Partners
Wisconsin
$215K +$186K +780 New
CS
864
Crescent Sterling
Louisiana
$215K +$185K +779 New
ST
865
Smithfield Trust
Pennsylvania
$213K +$6.67K +28 +4%
RT
866
Rockland Trust
Massachusetts
$213K +$184K +771 New
PWPS
867
Pinnacle Wealth Planning Services
Ohio
$212K +$183K +767 New
APW
868
Aurora Private Wealth
New Jersey
$211K +$182K +765 New
SWP
869
Stratos Wealth Partners
Ohio
$210K -$126K -531 -41%
DGAM
870
Desjardins Global Asset Management
Quebec, Canada
$210K +$2.38K +10 +1%
WWM
871
Wolff Wiese Magana
California
$209K
BAM
872
Belpointe Asset Management
Nevada
$209K +$180K +756 New
WFI
873
West Family Investments
California
$208K +$180K +754 New
B
874
Bailard
California
$208K +$179K +753 New
SCP
875
Sivia Capital Partners
California
$208K +$179K +752 New