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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
2451
Talisman Wealth Advisors
New Jersey
$207K +$183K +649 New
BWS
2452
Buck Wealth Strategies
Colorado
$207K +$183K +649 New
PW
2453
Potentia Wealth
California
$207K +$183K +649 New
FSCM
2454
Front Street Capital Management
Montana
$207K +$183K +650 New
KWA
2455
Kondo Wealth Advisors
California
$207K +$180K +641 New
TCA
2456
Trifecta Capital Advisors
Illinois
$207K +$9.01K +32 +5%
CPC
2457
Congress Park Capital
New York
$207K +$182K +648 New
IAS
2458
IMA Advisory Services
Colorado
$207K +$1.13K +4 +0.6%
AGC
2459
Aspen Grove Capital
Colorado
$207K +$182K +648 New
FWM
2460
FMB Wealth Management
California
$206K +$182K +646 New
CCAL
2461
City Center Advisors LLC
Michigan
$206K +$182K +645 New
LWM
2462
Lionshead Wealth Management
New York
$206K +$182K +645 New
FA
2463
Fiducient Advisors
Illinois
$205K +$181K +643 New
CA
2464
Claris Advisors
Missouri
$205K -$444K -1,577 -71%
GHA
2465
GW Henssler & Associates
Georgia
$205K +$181K +642 New
SW
2466
SMART Wealth
Nebraska
$204K -$953K -3,385 -84%
LB
2467
Legacy Bridge
Iowa
$204K – – –
TFIPS
2468
Towarzystwo Funduszy Inwestycyjnych PZU SA
$204K – – –
CWP
2469
Curated Wealth Partners
California
$204K +$180K +640 New
TCMP
2470
Thrive Capital Management (Pennsylvania)
Pennsylvania
$204K +$180K +640 New
CCM
2471
Chickasaw Capital Management
Tennessee
$204K +$180K +640 New
FF
2472
Foronjy Financial
California
$204K +$180K +639 New
IHWM
2473
Iron Horse Wealth Management
Iowa
$204K +$563 +2 +0.3%
1IA
2474
1620 Investment Advisors
Massachusetts
$204K -$281 -1 -0.2%
W
2475
WealthCollab
Washington
$204K – – –