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Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
3176
Wooster Corthell Wealth Management
Connecticut
$582K +$57.3K +740 +13%
LWA
3177
Lowe Wealth Advisors
Maryland
$581K -$50.2K -648 -9%
AAM
3178
American Asset Management
Florida
$581K +$4.65K +60 +0.9%
Walleye Capital
3179
Walleye Capital
New York
$575K +$488K +6,300 New
G
3180
Gainplan
Michigan
$571K +$2.17K +28 +0.4%
NP
3181
Ninepoint Partners
Ontario, Canada
$564K +$54.6K +704 +13%
WG
3182
Watchman Group
Texas
$558K
LFA
3183
Lighthouse Financial Advisors
Maryland
$558K +$231K +2,976 +95%
CAM
3184
Concorde Asset Management
Michigan
$557K +$20.1K +260 +4%
HWM
3185
HighMark Wealth Management
Minnesota
$552K -$12.4K -160 -3%
AWA
3186
ARQ Wealth Advisors
Arizona
$547K -$40.3K -520 -8%
EFMH
3187
E Fund Management (HK)
Hong Kong
$547K +$465K +6,000 New
JFG
3188
JMG Financial Group
Illinois
$546K -$188K -2,424 -29%
AG
3189
AlphaSimPlex Group
Massachusetts
$546K +$464K +5,984 New
DACG
3190
Donor Advised Charitable Giving
California
$542K -$113K -1,460 -20%
JC
3191
Jentner Corp
Ohio
$538K +$310 +4 +0.1%
HFAS
3192
Hummer Financial Advisory Services
Illinois
$535K +$9.3K +120 +2%
GEM
3193
Global Endowment Management
North Carolina
$533K
PWM
3194
Peterson Wealth Management
Nevada
$533K +$183K +2,360 +68%
KS
3195
Karpas Strategies
Connecticut
$531K
SWM
3196
Southern Wealth Management
Texas
$529K +$35.6K +460 +9%
T
3197
TrueFG
Texas
$528K -$95.2K -1,228 -17%
JWM
3198
JFG Wealth Management
Colorado
$527K -$9.3K -120 -2%
IFO
3199
Independent Family Office
New York
$524K +$12.4K +160 +3%
PIN
3200
Prudent Investors Network
California
$518K -$2.11M -27,232 -83%