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Name Holding Trade Value Shares
Change
Change in
Stake
Buckingham Strategic Wealth
826
Buckingham Strategic Wealth
Missouri
$243K +$210K +796 New
Western Wealth Management
827
Western Wealth Management
Colorado
$240K +$207K +787 New
Lido Advisors
828
Lido Advisors
California
$236K +$204K +775 New
Belpointe Asset Management
829
Belpointe Asset Management
Nevada
$233K – – –
CAGAS
830
Capital Advisory Group Advisory Services
Minnesota
$232K +$200K +760 New
WAS
831
Wealth Advisory Solutions
Indiana
$231K +$200K +759 New
Global Retirement Partners
832
Global Retirement Partners
California
$230K -$13.4K -51 -6%
PGIM
833
Pacific Global Investment Management
California
$228K +$197K +746 New
PFA
834
Pathway Financial Advisors
Vermont
$228K +$218K +826 New
AAM
835
Aureus Asset Management
Massachusetts
$221K +$191K +723 New
Boston Financial Management
836
Boston Financial Management
Massachusetts
$221K +$191K +724 New
CFG
837
CKW Financial Group
Hawaii
$220K +$190K +720 New
RT
838
Rockland Trust
Massachusetts
$220K +$190K +720 New
GSWM
839
Golden State Wealth Management
California
$220K +$190K +721 New
EFS
840
Essex Financial Services
Connecticut
$219K +$189K +716 New
Brighton Jones LLC
841
Brighton Jones LLC
Washington
$217K +$187K +711 New
Perigon Wealth Management
842
Perigon Wealth Management
California
$217K +$187K +711 New
CWM
843
Connecticut Wealth Management
Connecticut
$216K +$186K +706 New
WPC
844
Waters Parkerson & Co
Louisiana
$216K +$186K +706 New
CF
845
Centaurus Financial
California
$215K +$185K +703 New
ER
846
Enlightenment Research
Florida
$214K +$184K +700 New
PTP
847
Platform Technology Partners
New York
$213K +$184K +697 New
Fulton Bank
848
Fulton Bank
Pennsylvania
$211K -$156K -593 -46%
Balentine LLC
849
Balentine LLC
Georgia
$211K +$182K +691 New
BRWM
850
B. Riley Wealth Management
Tennessee
$210K +$181K +687 New