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Name Holding Trade Value Shares
Change
Change in
Stake
NI
1001
Natural Investments
California
$222K +$15K +43 +7%
OL
1002
Optas LLC
Texas
$221K +$219K +627 New
OL
1003
OneFund LLC
Florida
$221K +$12.6K +36 +6%
JC
1004
JM2 Capital
Oklahoma
$221K +$219K +626 New
TW
1005
Tempo Wealth
Ohio
$219K +$217K +621 New
SI
1006
Seeds Investor
New York
$218K
SEIA
1007
Signature Estate & Investment Advisors
California
$217K +$2.1K +6 +1%
FCC
1008
Flower City Capital
New York
$216K
KIA
1009
KCM Investment Advisors
California
$216K -$8.03K -23 -4%
WF
1010
Welch & Forbes
Massachusetts
$216K
AWM
1011
Angeles Wealth Management
California
$216K +$214K +613 New
BIAS
1012
Beacon Investment Advisory Services
New Jersey
$215K
LAM
1013
Lewis Asset Management
California
$215K
CA
1014
Cornerstone Advisory
Maryland
$215K
MP
1015
McDonald Partners
Ohio
$215K
VCP
1016
Verus Capital Partners
Arizona
$213K
FDW
1017
Fourth Dimension Wealth
Ohio
$213K -$6.63K -19 -3%
BRWM
1018
Blue Rock Wealth Management
North Carolina
$212K
CC
1019
Carlson Capital
Texas
$212K
MPWT
1020
MassMutual Private Wealth & Trust
Connecticut
$210K -$21.6K -62 -9%
IC
1021
Inscription Capital
Texas
$209K -$13.6K -39 -6%
MCCA
1022
Mill Creek Capital Advisors
Pennsylvania
$207K -$9.43K -27 -4%
CH
1023
Cromwell Holdings
Wyoming
$207K
HCM
1024
Hollencrest Capital Management
California
$206K +$140K +400 +216%
HWA
1025
HCR Wealth Advisors
California
$205K