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Name Holding Trade Value Shares
Change
Change in
Stake
OWP
1401
ORG Wealth Partners
Texas
$427K
AWA
1402
Acorn Wealth Advisors
Michigan
$426K -$18.8K -18 -4%
GWM
1403
Greenwich Wealth Management
Connecticut
$425K -$50.1K -48 -11%
HCM
1404
Hollencrest Capital Management
California
$424K +$269K +258 +187%
SP
1405
SmartHarvest Portfolios
Washington
$424K +$413K +396 New
FWM
1406
Foguth Wealth Management
Michigan
$422K +$379K +363 New
KC
1407
Knuff & Co
California
$420K +$31.3K +30 +8%
GIA
1408
Gladstone Institutional Advisory
Florida
$420K +$56.3K +54 +16%
DWM
1409
Drive Wealth Management
Utah
$419K -$121K -116 -23%
CWM
1410
Chemistry Wealth Management
New York
$416K
AFM
1411
Armstrong Fleming & Moore
District of Columbia
$414K -$11.5K -11 -3%
RP
1412
Riverwater Partners
Wisconsin
$414K -$1.04K -1 -0.3%
QCIG
1413
Quad-Cities Investment Group
Iowa
$414K +$10.4K +10 +3%
GWS
1414
Greykasell Wealth Strategies
California
$413K +$99.1K +95 +33%
RWC
1415
Rare Wolf Capital
Washington
$413K +$403K +386 New
WE
1416
Wealth Effects
Massachusetts
$412K +$5.22K +5 +1%
AAM
1417
Aureus Asset Management
Massachusetts
$412K +$20.9K +20 +5%
SIG
1418
Sky Investment Group
Connecticut
$411K +$8.35K +8 +2%
RIL
1419
Rothschild Investment LLC
Illinois
$410K +$25K +24 +7%
EWA
1420
Evolution Wealth Advisors
Florida
$409K +$91.8K +88 +30%
JWM
1421
Jacksonville Wealth Management
Florida
$408K
TA
1422
Tectonic Advisors
Texas
$407K +$99.1K +95 +33%
AIP
1423
ARS Investment Partners
New York
$407K
CAWM
1424
Capital Advisors Wealth Management
Washington
$405K +$25K +24 +7%
MWM
1425
Mindset Wealth Management
Indiana
$403K