Name Holding Trade Value Shares
Change
Change in
Stake
MCM
2101
Marathon Capital Management
Maryland
$228K +$230K +937 New
H6H
2102
Hightower 6M Holding
Kansas
$227K -$245 -1 -0.1%
CBFP
2103
Cedar Brook Financial Partners
Ohio
$225K -$8.09K -33 -3%
SWP
2104
Summit Wealth Partners
Florida
$224K – – –
MHR
2105
Matthew Hamilton Rosenberg
$224K – – –
SIC
2106
Sigma Investment Counselors
Michigan
$224K – – –
AFT
2107
Alpha Family Trust
California
$224K +$225K +920 New
TA
2108
Tiedemann Advisors
New York
$223K -$12.3K -50 -5%
I
2109
INVST
Indiana
$222K -$6.62K -27 -3%
AWM
2110
Abound Wealth Management
Tennessee
$221K +$245 +1 +0.1%
EIG
2111
Ellenbecker Investment Group
Wisconsin
$221K +$735 +3 +0.3%
EA
2112
Echo45 Advisors
California
$220K -$138K -565 -38%
KA
2113
Klingman & Associates
New York
$220K -$490 -2 -0.2%
EWM
2114
EPG Wealth Management
Georgia
$220K +$1.23K +5 +0.6%
RMAM
2115
Raab & Moskowitz Asset Management
New Jersey
$220K +$4.9K +20 +2%
DA
2116
DSC Advisors
Illinois
$219K – – –
AFG
2117
Allegheny Financial Group
Pennsylvania
$219K +$980 +4 +0.4%
IDA
2118
Intelligence Driven Advisers
California
$219K +$219K +894 New
LWMM
2119
Legacy Wealth Management (Mississippi)
Mississippi
$219K – – –
GFPC
2120
Global Financial Private Client
Florida
$219K +$51.5K +210 +31%
HHAA
2121
Henry H. Armstrong Associates
Pennsylvania
$218K – – –
CCM
2122
Condor Capital Management
New Jersey
$217K -$12.3K -50 -5%
LAS
2123
LWM Advisory Services
Florida
$217K +$219K +892 New
PCG
2124
Private Capital Group
Connecticut
$216K -$159K -647 -42%
AWM
2125
Accurate Wealth Management
Florida
$216K -$34.3K -140 -14%