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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
2876
Values First Advisors
Tennessee
$203K +$206K +578 New
PRRFG
2877
Paul R. Ried Financial Group
Washington
$203K -$20K -56 -9%
TM
2878
TigerOak Management
New Mexico
$203K +$205K +576 New
JJBC
2879
James J. Burns & Company
New York
$202K +$205K +575 New
MSWM
2880
Master's Wealth Management
Pennsylvania
$202K +$205K +574 New
YWM
2881
Yoder Wealth Management
California
$202K +$205K +574 New
OWA
2882
OakTrust Wealth Advisors
Connecticut
$202K +$204K +573 New
FCG
2883
Fielder Capital Group
Tennessee
$201K +$204K +572 New
Munich Reinsurance
2884
Munich Reinsurance
$198K -$1.04M -2,916 -84%
SWA
2885
SOA Wealth Advisors
New York
$197K -$5.35K -15 -3%
DWP
2886
Destiny Wealth Partners
Florida
$196K +$199K +557 New
RTC
2887
Riverview Trust Company
Washington
$192K -$9.27K -26 -5%
RWM
2888
Raffa Wealth Management
District of Columbia
$192K +$2.85K +8 +1%
MUMSS
2889
Mitsubishi UFJ Morgan Stanley Securities
Japan
$187K -$83.8K -235 -31%
BCM
2890
Blume Capital Management
California
$186K – – –
MCP
2891
Miller Capital Partners
Michigan
$186K – – –
DWM
2892
Darwin Wealth Management
Florida
$184K +$4.63K +13 +3%
HNW
2893
High Note Wealth
Minnesota
$183K +$3.92K +11 +2%
IRAG
2894
Investment Research & Advisory Group
Georgia
$180K -$8.56K -24 -5%
S
2895
Sachetta
Massachusetts
$179K -$32.4K -91 -15%
TPWA
2896
Twin Peaks Wealth Advisors
California
$179K +$181K +509 New
RWM
2897
RMG Wealth Management
Wisconsin
$176K -$2.5K -7 -1%
BDL
2898
Banque de Luxembourg
Luxembourg
$176K – – –
PWA
2899
Provenance Wealth Advisors
Florida
$176K – – –
PGAM
2900
Princeton Global Asset Management
New Jersey
$176K +$713 +2 +0.4%