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Name Holding Trade Value Shares
Change
Change in
Stake
NIWA
2876
New Insight Wealth Advisors
California
$387K – – –
PWM
2877
Palacios Wealth Management
Florida
$387K -$55.6K -750 -13%
PGFG
2878
Pine Grove Financial Group
Minnesota
$387K +$373K +5,028 New
LAM
2879
Lifestyle Asset Management
Texas
$386K +$17.4K +234 +5%
SI
2880
Saxon Interests
Texas
$386K -$8.38K -113 -2%
BDL
2881
Bey-Douglas LLC
Georgia
$385K +$34.1K +460 +10%
CWP
2882
Curated Wealth Partners
California
$385K +$371K +5,000 New
I
2883
IMPACTfolio
Colorado
$385K – – –
WFA
2884
WestHill Financial Advisors
California
$385K +$43.9K +591 +13%
RPA
2885
Redwood Park Advisors
California
$385K +$2K +27 +0.5%
RA
2886
Riverstone Advisors
Texas
$385K +$76.6K +1,033 +26%
PAA
2887
Peregrine Asset Advisers
Oregon
$384K +$1.85K +25 +0.5%
FAM
2888
Flaharty Asset Management
Florida
$384K -$111K -1,500 -23%
CAM
2889
Clark Asset Management
New Hampshire
$383K +$52K +701 +16%
SWG
2890
Summit Wealth Group
Vermont
$383K +$64.4K +868 +21%
WG
2891
Wealth Group
North Carolina
$382K +$368K +4,965 New
RK
2892
Rather & Kittrell
Tennessee
$382K +$14.2K +191 +4%
WF
2893
WealthPoint Financial
North Carolina
$381K +$367K +4,951 New
SWRP
2894
Summit Wealth & Retirement Planning
California
$381K – – –
BC
2895
Broadwater Capital
Massachusetts
$381K – – –
SWM
2896
Stronghold Wealth Management
Florida
$381K +$367K +4,946 New
SRCM
2897
Signature Resources Capital Management
California
$381K +$2.97K +40 +0.8%
FA
2898
FSA Advisors
Michigan
$381K +$4.27M +57,517 New
SPWM
2899
Schrum Private Wealth Management
Florida
$380K +$594 +8 +0.2%
SP
2900
Symmetry Partners
Connecticut
$380K +$366K +4,936 New