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Name Holding Trade Value Shares
Change
Change in
Stake
IP
501
Intellectus Partners
California
$205K -$19.1K -131 -8%
HWM
502
HB Wealth Management
Georgia
$203K +$209K +1,433 New
V
503
ViaWealth
Kansas
$202K -$10.5K -72 -5%
LWL
504
Leo Wealth LLC
Texas
$202K +$208K +1,428 New
Kovitz Investment Group Partners
505
Kovitz Investment Group Partners
Illinois
$201K +$207K +1,419 New
CPC
506
Congress Park Capital
New York
$200K
CIBC Private Wealth Group
507
CIBC Private Wealth Group
Georgia
$191K +$10.3K +71 +6%
WANY
508
Wealthspire Advisors (New York)
New York
$189K +$4.22K +29 +2%
AEPWM
509
Atlantic Edge Private Wealth Management
Florida
$177K
SWM
510
Spire Wealth Management
Virginia
$170K
APW
511
Aventura Private Wealth
Florida
$165K +$127K +875 +299%
PTC
512
Private Trust Company
Ohio
$157K -$131K -900 -45%
CFD
513
Creative Financial Designs
Indiana
$152K -$7.28K -50 -4%
MS
514
Mizuho Securities
Japan
$141K -$1.45M -9,970 -91%
GCM
515
Gladstone Capital Management
United Kingdom
$141K
RWM
516
Rialto Wealth Management
New York
$141K
FLP
517
Financial Life Planners
Arizona
$140K +$144K +991 New
MMCM
518
Murphy & Mullick Capital Management
New York
$135K +$11.2K +77 +9%
SOAMC
519
Spirit of America Management Corp
New York
$134K +$109K +750 +375%
BLC
520
Brown, Lisle/Cummings
Rhode Island
$133K
MCM
521
MAI Capital Management
Ohio
$133K -$437 -3 -0.3%
FIA
522
FNY Investment Advisers
New York
$130K +$51.1K +351 +61%
GRP
523
Global Retirement Partners
California
$125K +$20.1K +138 +18%
CI
524
Cordant Inc
Oregon
$116K +$120K +822 New
TFGT
525
TS Financial Group (TSFG)
Illinois
$114K -$271K -1,860 -70%