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Name Holding Trade Value Shares
Change
Change in
Stake
LAS
5801
Lloyd Advisory Services
Georgia
$314K -$240K -956 -42%
JPT
5802
Jordan Park Trust
New Hampshire
$314K -$24.6K -98 -7%
NWMG
5803
Nicholson Wealth Management Group
South Carolina
$314K +$36.9K +147 +13%
FWA
5804
FOCUS Wealth Advisors
Texas
$312K -$3.51K -14 -1%
GCM
5805
Gallacher Capital Management
Colorado
$312K -$148K -589 -31%
WCM
5806
Wealthcare Capital Management
Virginia
$312K -$8.28K -33 -2%
SB
5807
Semitam Bonam
New York
$312K -$5.77K -23 -2%
BWA
5808
BCU Wealth Advisors
Illinois
$308K +$19.1K +76 +6%
WA
5809
Waterford Advisors
New York
$308K +$12.8K +51 +4%
SFS
5810
Solitude Financial Services
Virginia
$308K +$50.2K +200 +18%
HIGP
5811
Hill Investment Group Partners
Missouri
$307K +$25.6K +102 +9%
RHIG
5812
R.H. Investment Group
Arizona
$307K
PWS
5813
Physician Wealth Solutions
Nevada
$306K
BCWM
5814
Ball & Co Wealth Management
Tennessee
$306K +$168K +668 +108%
ICM
5815
Innovator Capital Management
Illinois
$306K -$107K -425 -25%
IP
5816
Integras Partners
Georgia
$303K +$320K +1,273 New
AWM
5817
Act Wealth Management
Texas
$303K -$2.51K -10 -0.8%
SFAM
5818
Sawyer Falduto Asset Management
Illinois
$303K +$12K +48 +4%
ACA
5819
Adirondack Capital Advisors
New York
$302K
NA
5820
Nestegg Advisors
New York
$301K -$6.53K -26 -2%
BWM
5821
BCO Wealth Management
New Mexico
$301K
PP
5822
Pearl Planning
Michigan
$301K +$47.9K +191 +18%
JCM
5823
JAT Capital Management
Connecticut
$298K -$11.7M -46,718 -97%
CGA
5824
Compound Global Advisors
Washington
$298K +$50.2K +200 +19%
P
5825
Palladiem
Pennsylvania
$297K -$46.4K -185 -13%