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Name Holding Trade Value Shares
Change
Change in
Stake
LP
2051
LGL Partners
Pennsylvania
$327K
HAIM
2052
Hunter Associates Investment Management
Pennsylvania
$326K -$140K -347 -34%
QPW
2053
Quantum Private Wealth
Florida
$325K
SWA
2054
SFMG Wealth Advisors
Texas
$325K -$13.7K -34 -5%
MFG
2055
Magnus Financial Group
New York
$325K +$268K +665 New
RBC
2056
Romano Brothers & Co
Illinois
$324K +$24.2K +60 +10%
SWP
2057
Strategic Wealth Partners
Ohio
$323K -$18.9K -47 -7%
PTP
2058
Platform Technology Partners
New York
$323K -$5.24K -13 -2%
PS
2059
Planned Solutions
California
$321K
LA
2060
LVW Advisors
New York
$320K -$1.21K -3 -0.5%
BSSFA
2061
Baron Silver Stevens Financial Advisors
Florida
$318K +$5.64K +14 +2%
VWM
2062
Vigilare Wealth Management
Arizona
$318K -$10.1K -25 -4%
SWM
2063
Seed Wealth Management
Illinois
$318K
CA
2064
Cambridge Advisors
Nebraska
$318K +$20.1K +50 +8%
IIA
2065
IPG Investment Advisors
California
$318K +$262K +650 New
SVWAG
2066
Sound View Wealth Advisors Group
Georgia
$317K -$12.5K -31 -5%
PFA
2067
Plotkin Financial Advisors
Maryland
$317K -$4.03K -10 -2%
FL
2068
Fort LP
Maryland
$316K +$261K +647 New
LF
2069
Lantz Financial
Illinois
$316K +$15.3K +38 +6%
PGIM
2070
Pacific Global Investment Management
California
$314K -$23K -57 -8%
RA
2071
Rational Advisors
New York
$314K +$239K +593 +1,186%
Wolverine Trading
2072
Wolverine Trading
Illinois
$313K -$2.11M -5,235 -89%
QFA
2073
Quantum Financial Advisors
California
$312K +$2.01K +5 +0.8%
FC
2074
Financial Council
Maryland
$311K
RCA
2075
Resonant Capital Advisors
Wisconsin
$309K +$24.6K +61 +11%