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Name Holding Trade Value Shares
Change
Change in
Stake
AG
901
AlTi Global
New York
$212K +$197K +634 New
VCP
902
Verus Capital Partners
Arizona
$210K +$195K +630 New
WA
903
Waddell & Associates
Tennessee
$210K +$195K +629 New
SWK
904
Stephen W. Kidder
$209K -$109K -350 -36%
JSAM
905
J. Safra Asset Management
New York
$206K
FWA
906
FSM Wealth Advisors
Ohio
$204K +$189K +610 New
KWM
907
Kolinsky Wealth Management
New Jersey
$203K +$188K +608 New
MP
908
McDonald Partners
Ohio
$203K +$188K +608 New
GWMIA
909
Global Wealth Management Investment Advisory
Florida
$203K
KIA
910
KCM Investment Advisors
California
$202K +$188K +605 New
AA
911
Alta Advisers
United Kingdom
$200K
MWA
912
Meridian Wealth Advisors
Texas
$200K +$186K +600 New
NFC
913
Northeast Financial Consultants
Connecticut
$200K +$186K +600 New
SSG
914
Summit Securities Group
New York
$200K +$186K +599 +59,900%
CAL
915
Capital Analysts LLC
Pennsylvania
$190K
AGWCA
916
Annis Gardner Whiting Capital Advisors
Florida
$185K +$9.61K +31 +6%
BTI
917
Blue Trust Inc
Georgia
$182K +$930 +3 +0.6%
PWMG
918
Prestige Wealth Management Group
New Jersey
$178K +$1.86K +6 +1%
CWA
919
Carolina Wealth Advisors
South Carolina
$178K
ST
920
Smithfield Trust
Pennsylvania
$177K +$10.5K +34 +7%
AWM
921
Avior Wealth Management
Nebraska
$175K +$162K +524 New
IA
922
IFP Advisors
Florida
$168K +$17.7K +57 +13%
AA
923
Addison Advisors
Vermont
$167K
FFL
924
Financial Freedom LLC
Ohio
$164K
MPWT
925
MassMutual Private Wealth & Trust
Connecticut
$160K -$29.1K -94 -16%