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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1826
Wedge Capital Management
North Carolina
$212K +$197K +2,647 New
BAM
1827
Brave Asset Management
New Jersey
$212K +$197K +2,650 New
HFP
1828
Holistic Financial Partners
Indiana
$211K +$196K +2,640 New
LSPW
1829
Lake Street Private Wealth
Illinois
$211K +$197K +2,645 New
THWM
1830
Taylor Hoffman Wealth Management
Virginia
$209K
GWM
1831
GSB Wealth Management
Connecticut
$209K +$194K +2,611 New
ALAM
1832
Asahi Life Asset Management
Japan
$208K -$104K -1,400 -35%
SWMG
1833
Strategic Wealth Management Group
Maryland
$208K +$193K +2,599 New
GRP
1834
Global Retirement Partners
California
$207K +$26.9K +362 +16%
BFPW
1835
BOK Financial Private Wealth
Colorado
$206K +$192K +2,574 New
NQWM
1836
Northwest Quadrant Wealth Management
Oregon
$206K +$192K +2,580 New
BPA
1837
Beacon Pointe Advisors
California
$206K +$193K +2,588 New
BCA
1838
Berman Capital Advisors
Georgia
$205K +$37.9K +510 +25%
TCM
1839
Traynor Capital Management
Pennsylvania
$205K +$191K +2,567 New
BLAM
1840
Bourne Lent Asset Management
New York
$205K +$191K +2,568 New
POIA
1841
Pin Oak Investment Advisors
Texas
$204K
BW
1842
Biegel & Waller
Maryland
$204K +$190K +2,558 New
BS
1843
Bessemer Securities
New York
$202K
PWA
1844
Providence Wealth Advisors
Illinois
$202K +$186K +2,505 New
IA
1845
Independence Advisors
Pennsylvania
$202K +$188K +2,531 New
CCB
1846
Cutter & Co Brokerage
Missouri
$201K +$187K +2,511 New
SAA
1847
Southeast Asset Advisors
Georgia
$201K +$187K +2,512 New
MGAM
1848
McGowan Group Asset Management
Texas
$200K +$186K +2,501 New
VFP
1849
Verus Financial Partners
Virginia
$200K +$186K +2,502 New
RCC
1850
Red Cedar Capital
Nebraska
$198K