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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
2076
Destiny Wealth Partners
Florida
$234K +$98.5K +402 +72%
IP
2077
Investment Partners
Ohio
$233K +$490 +2 +0.2%
SIA
2078
Soltis Investment Advisors
Utah
$233K +$10.8K +44 +5%
MAM
2079
McLean Asset Management
Virginia
$232K +$12K +49 +5%
SWM
2080
SFG Wealth Management
Maryland
$232K +$13.2K +54 +6%
CCM
2081
Conway Capital Management
California
$231K
LC
2082
Lindbrook Capital
California
$231K -$345K -1,409 -60%
MWM
2083
Marietta Wealth Management
Georgia
$231K -$21.1K -86 -8%
BCMO
2084
Buckingham Capital Management (Ohio)
Ohio
$231K
DP
2085
Denver PWM
Colorado
$231K +$23.5K +96 +11%
OWA
2086
Octavia Wealth Advisors
Ohio
$230K -$2.45K -10 -1%
RG
2087
Retirement Group
California
$230K +$95.6K +390 +70%
HWM
2088
Horizon Wealth Management
Illinois
$229K +$230K +939 New
RFN
2089
RDA Financial Network
Iowa
$228K -$167K -682 -42%
LBA
2090
Lowell Blake & Associates
Massachusetts
$228K -$22.1K -90 -9%
DWM
2091
Drive Wealth Management
Utah
$228K -$21.8K -89 -9%
NA
2092
Nottingham Advisors
New York
$228K
MCM
2093
Marathon Capital Management
Maryland
$228K +$230K +937 New
H6H
2094
Hightower 6M Holding
Kansas
$227K -$245 -1 -0.1%
CBFP
2095
Cedar Brook Financial Partners
Ohio
$225K -$8.09K -33 -3%
SWP
2096
Summit Wealth Partners
Florida
$224K
MHR
2097
Matthew Hamilton Rosenberg
$224K
SIC
2098
Sigma Investment Counselors
Michigan
$224K
AFT
2099
Alpha Family Trust
California
$224K +$225K +920 New
TA
2100
Tiedemann Advisors
New York
$223K -$12.3K -50 -5%