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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
801
Gladstone Institutional Advisory
Florida
$217K -$3.35K -5 -2%
BMCM
802
Burns Matteson Capital Management
New York
$216K +$7.37K +11 +4%
JWM
803
Janiczek Wealth Management
Colorado
$213K -$27.5K -41 -11%
RWP
804
Revolve Wealth Partners
New Jersey
$213K +$2.01K +3 +0.9%
NHC
805
Nicholas Hoffman & Company
Georgia
$213K +$27.5K +41 +15%
SHFA
806
SC&H Financial Advisors
Maryland
$211K -$670 -1 -0.3%
JFA
807
JNBA Financial Advisors
Minnesota
$211K +$9.38K +14 +5%
MSAM
808
Moloney Securities Asset Management
Missouri
$209K -$8.04K -12 -4%
SC
809
Savant Capital
Illinois
$207K -$19.4K -29 -9%
WFO
810
Wealthgate Family Office
Colorado
$207K
TFM
811
TFC Financial Management
Massachusetts
$207K +$44.2K +66 +27%
BFS
812
Bard Financial Services
Connecticut
$207K +$208K +310 New
SIG
813
Stonegate Investment Group
Alabama
$206K -$32.8K -49 -14%
NB
814
Nicolet Bankshares
Wisconsin
$206K +$8.71K +13 +4%
SG
815
StoneX Group
New York
$206K +$206K +308 New
CWMGP
816
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$205K +$4.69K +7 +2%
AWA
817
Arkadios Wealth Advisors
Georgia
$205K +$206K +307 New
CCM
818
Cribstone Capital Management
Maine
$204K
ZIM
819
Zacks Investment Management
Illinois
$202K -$10.7K -16 -5%
SVWAG
820
Sound View Wealth Advisors Group
Georgia
$202K +$203K +303 New
AB
821
Atlas Brown
Kentucky
$201K
FVWA
822
Foster Victor Wealth Advisors
South Carolina
$201K +$214K +320 New
OPW
823
Oxler Private Wealth
New York
$200K -$469K -700 -70%
TSWM
824
Tyler-Stone Wealth Management
Ohio
$197K
OIA
825
Optimum Investment Advisors
Illinois
$184K +$184K +275 New