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XPO

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
476
Pflug Koory
Nebraska
$9.05K – – –
KFI
477
Key Financial Inc
Pennsylvania
$8.63K – – –
GWS
478
Greykasell Wealth Strategies
California
$7.76K – – –
PWMG
479
Private Wealth Management Group
New Jersey
$7.37K – – –
BFS
480
Bare Financial Services
Pennsylvania
$6.59K +$2.34K +18 +55%
CPG
481
Cornerstone Planning Group
New Jersey
$6.55K +$17.1K +132 +1,467%
JWM
482
JPL Wealth Management
Colorado
$6.46K +$6.49K +50 New
VFM
483
Vision Financial Markets
Connecticut
$6.46K – – –
OP
484
ORG Partners
Indiana
$6.46K +$5.19K +40 +400%
M
485
MOTCO
Texas
$6.33K -$29.2K -225 -82%
TFA
486
Transamerica Financial Advisors
Florida
$6.08K +$6.1K +47 New
SGK
487
Steigerwald Gordon & Koch
Virginia
$5.82K +$5.84K +45 New
BIA
488
Bell Investment Advisors
California
$5.56K -$1.3K -10 -19%
TC
489
Truvestments Capital
Florida
$5.56K – – –
FHC
490
First Horizon Corporation
Tennessee
$5.56K +$5.58K +43 New
LI
491
LRI Investments
Florida
$5.3K +$5.32K +41 New
RWS
492
Retirement Wealth Solutions
Wisconsin
$5.17K +$1.43K +11 +38%
KFA
493
Kelleher Financial Advisors
New York
$5.17K +$5.19K +40 New
CTC
494
Cetera Trust Company
Minnesota
$4.52K – – –
GEA
495
Glen Eagle Advisors
New Jersey
$4.52K – – –
S
496
Sachetta
Massachusetts
$4.14K – – –
FFO
497
Fortitude Family Office
Arizona
$3.88K +$260 +2 +7%
WWA
498
Wealth Watch Advisors
Colorado
$3.75K +$3.76K +29 New
CFS
499
CGC Financial Services
Oregon
$3.23K – – –
CT
500
Clearstead Trust
Maine
$2.97K – – –
18 19
20
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