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Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
851
Intesa Sanpaolo Wealth Management
$183K +$58.9K +525 +41%
Bessemer Group
852
Bessemer Group
New Jersey
$176K -$5.16K -46 -3%
PWPS
853
Pinnacle Wealth Planning Services
Ohio
$171K – – –
CWIG
854
Chung Wu Investment Group
Texas
$163K -$575K -5,130 -76%
MPWT
855
MassMutual Private Wealth & Trust
Connecticut
$162K -$561 -5 -0.3%
QWM
856
Quadcap Wealth Management
Texas
$161K +$7.29K +65 +4%
LCM
857
Laurion Capital Management
New York
$157K -$1.42M -12,683 -89%
ACA
858
American Capital Advisory
Idaho
$153K – – –
WAG
859
Wilkerson Advisory Group
Missouri
$151K -$85.8K -765 -34%
APFP
860
Action Point Financial Planning
Michigan
$147K +$162K +1,448 New
Vanguard National Trust
861
Vanguard National Trust
Pennsylvania
$142K – – –
PTC
862
Private Trust Company
Ohio
$142K -$8.41K -75 -5%
FPF
863
First Pacific Financial
Washington
$141K – – –
RWM
864
RMG Wealth Management
Wisconsin
$139K – – –
BIM
865
Bullseye Investment Management
Ohio
$136K +$52.9K +472 +55%
SIA
866
Strategic Investment Advisors
Michigan
$132K +$1.23K +11 +0.9%
BWM
867
Bullock Wealth Management
Indiana
$124K – – –
SR
868
Swiss Re
Switzerland
$123K +$111K +987 +453%
AIC
869
Archer Investment Corporation
Indiana
$121K +$112K +1,000 +529%
AG
870
AmeriFlex Group
Nevada
$116K – – –
IAS
871
IMA Advisory Services
Colorado
$116K +$128K +1,140 New
SGFG
872
Silver Grove Financial Group
New York
$116K +$128K +1,139 New
DMIC
873
Dixon Mitchell Investment Counsel
British Columbia, Canada
$112K -$61.6K -549 -33%
ACM
874
Avalon Capital Management
California
$110K +$121K +1,082 New
CWP
875
Concord Wealth Partners
Virginia
$110K +$121K +1,079 New