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Name Holding Trade Value Shares
Change
Change in
Stake
GFA
4476
Gallagher Fiduciary Advisors
Illinois
$221K +$229K +639 New
LCM
4477
Liberty Capital Management
Michigan
$221K
BWM
4478
Buska Wealth Management
Wisconsin
$220K -$8.94K -25 -4%
CDWM
4479
Campbell Deegan Wealth Management
Virginia
$220K +$227K +635 New
PCWA
4480
Pacific Capital Wealth Advisors
California
$220K -$71.5K -200 -24%
KFA
4481
Kapstone Financial Advisors
Ohio
$220K +$227K +635 New
CC
4482
Centiva Capital
New York
$219K +$226K +632 New
PGA
4483
Portland Global Advisors
Maine
$218K -$7.51K -21 -3%
FTEA
4484
Forty-three Eighteen Advisors
Arkansas
$218K +$226K +631 New
SWM
4485
SK Wealth Management
Rhode Island
$218K
NPPM
4486
North Point Portfolio Managers
Ohio
$218K
PIWA
4487
Prevail Innovative Wealth Advisors
Kansas
$218K +$225K +629 New
JFG
4488
Juno Financial Group
Virginia
$215K +$222K +622 New
VPP
4489
Vertex Planning Partners
Illinois
$215K -$502K -1,403 -69%
SC
4490
Scratch Capital
Idaho
$215K +$222K +621 New
PPWM
4491
Premier Private Wealth Management
Florida
$214K +$231K +647 New
IF
4492
IRON Financial
Illinois
$214K
GVCM
4493
Global View Capital Management
Wisconsin
$214K -$51.1K -143 -19%
AFO
4494
Aurelius Family Office
New Hampshire
$213K
AWM
4495
Aberdeen Wealth Management
Illinois
$212K +$219K +612 New
MAM
4496
Markin Asset Management
New York
$212K +$219K +612 New
JGGDR
4497
JGP Global Gestao de Recursos
Brazil
$211K +$218K +610 New
PRRFG
4498
Paul R. Ried Financial Group
Washington
$211K +$218K +610 New
MFP
4499
Meramec Financial Planners
Missouri
$211K +$227K +634 New
NFA
4500
Northwest Financial Advisors
Virginia
$211K +$358 +1 +0.2%