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Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
1801
Sumitomo Mitsui Financial Group
Japan
$207K +$213K +770 +963%
LWM
1802
LJI Wealth Management
Indiana
$206K +$25.2K +91 +12%
G
1803
GenTrust
Florida
$206K +$16.1K +58 +7%
VC
1804
Veery Capital
Delaware
$206K +$18.6K +67 +9%
NWWA
1805
New Wave Wealth Advisors
Arkansas
$206K +$235K +849 New
TF
1806
Trek Financial
Arizona
$206K +$58.2K +210 +33%
BWP
1807
Burling Wealth Partners
Illinois
$204K -$16.1K -58 -6%
EWS
1808
Eagle Wealth Strategies
New Jersey
$204K -$43.8K -158 -16%
GAA
1809
Guardian Asset Advisors
Pennsylvania
$204K +$232K +839 New
FA
1810
Financial Alternatives
California
$204K -$7.48K -27 -3%
CPA
1811
Cardiff Park Advisors
California
$203K -$4.16K -15 -2%
EFSCE
1812
Enterprise Financial Services Corp (EFSC)
Missouri
$203K +$28.3K +102 +14%
CFO
1813
CVA Family Office
Colorado
$203K -$96.1K -347 -29%
GRWP
1814
Green Ridge Wealth Planning
New Jersey
$203K -$87.5K -316 -27%
XWL
1815
XXI Wealth LLC
Illinois
$203K +$6.09K +22 +3%
PPWM
1816
Paragon Private Wealth Management
Kentucky
$203K -$34.1K -123 -13%
VCP
1817
Verus Capital Partners
Arizona
$202K -$313K -1,129 -58%
MAG
1818
Meadowbrook Advisors Group
New Jersey
$202K -$4.71K -17 -2%
KCFA
1819
Key Client Fiduciary Advisors
New Jersey
$202K -$1.11K -4 -0.5%
CWM
1820
Chemistry Wealth Management
New York
$202K +$230K +830 New
TFS
1821
Thoroughbred Financial Services
Tennessee
$201K
AIA
1822
AssuredPartners Investment Advisors
Florida
$201K +$9.14K +33 +4%
AAMG
1823
AMG Asset Management Group
Georgia
$201K +$229K +825 New
GEA
1824
Glen Eagle Advisors
New Jersey
$199K -$267K -964 -54%
KFA
1825
Kelleher Financial Advisors
New York
$199K