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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1626
LVW Advisors
New York
$289K -$73.4K -265 -18%
AP
1627
Advisortrust Partners
North Carolina
$288K +$329K +1,186 New
TWM
1628
Tradition Wealth Management
Minnesota
$286K -$26.3K -95 -7%
PTP
1629
Platform Technology Partners
New York
$286K +$154K +557 +90%
LPAM
1630
Lodestar Private Asset Management
California
$285K -$73.1K -264 -18%
AAIM
1631
Asset Advisors Investment Management
Georgia
$284K +$40.2K +145 +14%
WP
1632
WealthPLAN Partners
Nebraska
$283K -$948K -3,423 -75%
FWP
1633
Falcon Wealth Planning
California
$283K -$78.9K -285 -20%
CC
1634
Clearwave Capital
California
$281K +$320K +1,154 New
NJIM
1635
Nabity-Jensen Investment Management
Nebraska
$280K -$17.5K -63 -5%
AF
1636
AtlasMark Financial
Texas
$280K – – –
IA
1637
Integrity Alliance
Iowa
$279K -$1.66K -6 -0.5%
YIA
1638
YHB Investment Advisors
Connecticut
$279K – – –
GHA
1639
Granite Harbor Advisors
Texas
$279K +$59K +213 +23%
OL
1640
OneFund LLC
Florida
$278K -$35.2K -127 -10%
MCM
1641
MV Capital Management
Maryland
$277K -$15.5K -56 -5%
WAOI
1642
Wealth Advisors of Iowa
Iowa
$277K – – –
NGA
1643
Naples Global Advisors
Florida
$276K -$82.5K -298 -21%
WP
1644
Westmount Partners
California
$276K +$315K +1,137 New
OWM
1645
OneAscent Wealth Management
Alabama
$275K +$15.8K +57 +5%
ML
1646
MLP3 LLC
New Jersey
$273K +$62.3K +225 +25%
CCM
1647
Crabel Capital Management
California
$273K +$312K +1,125 New
IWN
1648
Independent Wealth Network
Iowa
$273K +$123K +443 +65%
AWG
1649
Altus Wealth Group
Colorado
$271K +$309K +1,116 New
ACM
1650
Aljian Capital Management
Nevada
$271K -$58.7K -212 -16%