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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2651
LJI Wealth Management
Indiana
$203K +$18.5K +203 +10%
HA
2652
Hofer & Associates
California
$203K +$3.1K +34 +2%
IF
2653
IRON Financial
Illinois
$202K -$15.7K -172 -7%
GG
2654
Greenwood Gearhart
Arkansas
$202K +$204K +2,230 New
SMA
2655
Seven Mile Advisory
New Jersey
$202K -$51.1K -560 -20%
BC
2656
Brio Consultants
California
$202K +$203K +2,222 New
LWM
2657
Lionshead Wealth Management
New York
$202K +$1.19K +13 +0.6%
WCP
2658
Wick Capital Partners
Pennsylvania
$201K +$203K +2,219 New
SC
2659
Shuttleworth & Co
Ohio
$201K -$1.71M -18,773 -89%
MAM
2660
McLean Asset Management
Virginia
$201K -$19.6K -215 -10%
SR
2661
Syntax Research
Florida
$200K -$894K -9,800 -82%
WSCM
2662
Wellington Shields Capital Management
New York
$200K -$391K -4,282 -66%
NEWAS
2663
N.E.W. Advisory Services
Wisconsin
$199K +$59.3K +650 +42%
MWPCG
2664
Measured Wealth Private Client Group
New Hampshire
$197K -$6.39K -70 -3%
FWA
2665
Flagship Wealth Advisors
Massachusetts
$196K +$133K +1,460 +209%
CWP
2666
Concord Wealth Partners
Virginia
$191K -$1.31M -14,339 -87%
EP
2667
Essential Partners
California
$188K +$118K +1,296 +168%
PWS
2668
Peterson Wealth Services
Utah
$185K +$1.64K +18 +0.9%
PL
2669
PeakShares LLC
Florida
$184K +$10K +110 +6%
POIA
2670
Pin Oak Investment Advisors
Texas
$183K -$9.22K -101 -5%
SFAM
2671
Sawyer Falduto Asset Management
Illinois
$183K +$730 +8 +0.4%
IAS
2672
IMA Advisory Services
Colorado
$181K +$8.85K +97 +5%
Cohen & Steers
2673
Cohen & Steers
New York
$181K – – –
VPW
2674
Vaquero Private Wealth
Texas
$180K +$181K +1,986 New
NRG
2675
Nemes Rush Group
Michigan
$180K -$72.7K -796 -29%