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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1851
Dorchester Wealth Management
Quebec, Canada
$255K +$222K +1,000 New
TC
1852
Trilogy Capital
California
$255K +$222K +1,001 New
NC
1853
NinePointTwo Capital
California
$254K
JPG
1854
Jordan Park Group
California
$254K +$221K +996 New
CA
1855
Commerzbank Aktiengesellschaft
Germany
$253K
BAM
1856
Berkshire Asset Management
Pennsylvania
$252K +$220K +988 New
DAM
1857
Draper Asset Management
New York
$251K +$219K +987 New
GFP
1858
Gryphon Financial Partners
Ohio
$250K +$218K +982 New
SICM
1859
Sustainable Insight Capital Management
New York
$249K
TCWM
1860
Total Clarity Wealth Management
Illinois
$249K +$3.11K +14 +1%
ODG
1861
O'Dell Group
Ohio
$248K
VFPI
1862
Vantage Financial Partners (Illinois)
Illinois
$248K
SA
1863
Shilanski & Associates
Alaska
$248K +$216K +972 New
SFA
1864
Souders Financial Advisors
Ohio
$248K +$216K +972 New
CCM
1865
Carlson Capital Management
Minnesota
$248K +$216K +974 New
PIM
1866
Perpetual Investment Management
Australia
$247K
CHA
1867
Cooper/Haims Advisors
New York
$246K -$49.6K -223 -19%
PWMG
1868
Prestige Wealth Management Group
New Jersey
$245K -$5.11K -23 -2%
MF
1869
Montis Financial
Massachusetts
$244K -$99.8K -449 -32%
4WM
1870
44 Wealth Management
Oregon
$244K
HIM
1871
Hanlon Investment Management
New Jersey
$243K
KLWA
1872
Kelly Lawrence W & Associates
California
$243K +$106K +475 +99%
BG
1873
Bahl & Gaynor
Ohio
$242K
RW
1874
REDW Wealth
New Mexico
$242K
CFG
1875
Compton Financial Group
Maryland
$242K +$211K +950 New