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Name Holding Trade Value Shares
Change
Change in
Stake
GCM
2801
Gunpowder Capital Management
Maryland
$34.4K +$32.3K +130 New
POIA
2802
Pin Oak Investment Advisors
Texas
$34K -$6.21K -25 -12%
AW
2803
Avion Wealth
Texas
$34K +$12.4K +50 +63%
PP
2804
Paladin Partners
Wisconsin
$33.4K +$31.3K +126 New
RWS
2805
Retirement Wealth Solutions
Wisconsin
$33.3K – – –
CMA
2806
Cedar Mountain Advisors
Oregon
$32.5K +$2.48K +10 +9%
AP
2807
Aspect Partners
Virginia
$32.3K +$2.48K +10 +9%
CWM
2808
Cedar Wealth Management
California
$31K -$17.4K -70 -37%
MWA
2809
Medallion Wealth Advisors
Connecticut
$31K +$1.49K +6 +5%
BC
2810
Barrett & Company
Rhode Island
$29.1K – – –
DWM
2811
Dogwood Wealth Management
Kansas
$28.6K +$19.9K +80 +286%
TCM
2812
Tradewinds Capital Management
Washington
$28.4K – – –
Halbert Hargrove Global Advisors
2813
Halbert Hargrove Global Advisors
California
$27.9K -$41.3K -166 -61%
MASECO Private Wealth
2814
MASECO Private Wealth
$27.6K -$5.47K -22 -17%
BFP
2815
Birchwood Financial Partners
Minnesota
$27.6K +$25.8K +104 New
Swiss Re
2816
Swiss Re
Switzerland
$27.6K +$25.8K +104 New
CC
2817
Corsicana & Co
Texas
$27.3K – – –
LWMI
2818
Legacy Wealth Management (Idaho)
Idaho
$27.3K +$7.21K +29 +39%
LB
2819
Legacy Bridge
Iowa
$27.3K +$25.6K +103 New
RF
2820
Robinswood Financial
Washington
$27.1K – – –
RFA
2821
Reyes Financial Architecture
California
$27K +$5.22K +21 +26%
SRCM
2822
Signature Resources Capital Management
California
$27K +$994 +4 +4%
CAM
2823
Chesapeake Asset Management
New York
$26.8K +$249 +1 +1%
AWM
2824
Ameliora Wealth Management
Switzerland
$26.5K – – –
APW
2825
Atlantic Private Wealth
North Carolina
$26.5K – – –