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Name Holding Trade Value Shares
Change
Change in
Stake
CP
1001
Castleview Partners
Texas
$218K +$207K +1,521 New
PDL
1002
Portfolio Design Labs
California
$217K +$207K +1,515 New
FPWM
1003
FSB Premier Wealth Management
Iowa
$216K -$149K -1,091 -42%
CFB
1004
Cullen/Frost Bankers
Texas
$216K -$49K -359 -19%
DW30
1005
Drucker Wealth 3.0
New Jersey
$215K +$205K +1,504 New
NAMI
1006
Nomura Asset Management International
Pennsylvania
$215K -$65.1K -477 -24%
SC
1007
Shay Capital
New York
$215K -$546K -4,000 -73%
GITFIT
1008
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$215K +$13.6K +100 +7%
AWA
1009
ARQ Wealth Advisors
Arizona
$212K -$994K -7,290 -83%
AWA
1010
AGH Wealth Advisors
Kansas
$211K -$21.8K -160 -10%
IWAO
1011
Independence Wealth Advisors (Ohio)
Ohio
$210K +$200K +1,468 New
MPWT
1012
MassMutual Private Wealth & Trust
Connecticut
$208K +$136 +1 +0.1%
LI
1013
LRI Investments
Florida
$208K +$10.5K +77 +6%
OWA
1014
Opal Wealth Advisors
New York
$208K -$28K -205 -12%
SIP
1015
Snowwater Investment Partners
Connecticut
$208K +$198K +1,452 New
FT
1016
Fiduciary Trust
Massachusetts
$208K +$198K +1,451 New
BAM
1017
Boyar Asset Management
New York
$206K -$360K -2,637 -65%
BMCM
1018
Bryn Mawr Capital Management
Pennsylvania
$204K -$65.6K -481 -25%
RRWA
1019
Rainey & Randall Wealth Advisors
Florida
$202K +$193K +1,412 New
AT
1020
American Trust
Kentucky
$200K +$191K +1,400 New
RDFA
1021
Ritter Daniher Financial Advisory
Ohio
$190K -$8.87K -65 -5%
AWM
1022
Abound Wealth Management
Tennessee
$182K -$49.2K -361 -22%
APFP
1023
Action Point Financial Planning
Michigan
$174K +$167K +1,221 New
JFG
1024
JDM Financial Group
Texas
$171K – – –
HWM
1025
HighMark Wealth Management
Minnesota
$171K – – –