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Name Holding Trade Value Shares
Change
Change in
Stake
PIMJS
976
PKO Investment Management Joint-Stock
Poland
$2M -$5.07M -30,000 -75%
TCPG
977
Trivant Custom Portfolio Group
California
$1.99M +$1.69M +9,983 New
CWP
978
Cyndeo Wealth Partners
Florida
$1.99M +$989K +5,853 +143%
CIA
979
Cohen Investment Advisors
New Hampshire
$1.99M -$1.69K -10 -0.1%
GWMIA
980
Global Wealth Management Investment Advisory
Florida
$1.95M -$106K -628 -6%
SWM
981
Sculati Wealth Management
Michigan
$1.95M +$98.5K +583 +6%
MA
982
Mutual Advisors
Nebraska
$1.95M +$6.76K +40 +0.4%
TIA
983
Tiemann Investment Advisors
California
$1.95M +$22.8K +135 +1%
CA
984
Clearstead Advisors
Ohio
$1.95M -$115K -682 -7%
GGHC
985
Gilder Gagnon Howe & Co
New York
$1.94M -$180K -1,064 -10%
Koshinski Asset Management
986
Koshinski Asset Management
Illinois
$1.94M +$9.12K +54 +0.6%
PFMU
987
Privium Fund Management (UK)
United Kingdom
$1.93M -$1.69M -10,000 -50%
QPW
988
Quantum Private Wealth
Florida
$1.93M -$17.7K -105 -1%
GWM
989
Geneos Wealth Management
Colorado
$1.93M -$471K -2,789 -22%
MGIA
990
Moneta Group Investment Advisors
Missouri
$1.93M +$553K +3,272 +51%
UBG
991
United Bank (Georgia)
Georgia
$1.9M -$141K -837 -8%
DFC
992
DB Fitzpatrick & Co
Idaho
$1.9M +$775K +4,588 +93%
CT
993
Clearstead Trust
Maine
$1.9M +$1.41M +8,324 +699%
AWS
994
AJ Wealth Strategies
New York
$1.89M -$324K -1,916 -17%
CA
995
Callahan Advisors
Texas
$1.89M -$845 -5 -0.1%
AMCA
996
Arthur M. Cohen & Associates
Illinois
$1.88M -$20.3K -120 -1%
BOSSRA
997
B.O.S.S. Retirement Advisors
Utah
$1.87M +$94.6K +560 +6%
AFG
998
Alterity Financial Group
Maine
$1.87M -$43.1K -255 -3%
IFWM
999
Institute for Wealth Management
Colorado
$1.87M -$6.92K -41 -0.4%
TSWM
1000
Triangle Securities Wealth Management
North Carolina
$1.87M -$196K -1,159 -11%