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Name Holding Trade Value Shares
Change
Change in
Stake
GPW
3101
Gentry Private Wealth
Kansas
$366K +$343K +2,190 New
MC
3102
Matisse Capital
Oregon
$365K +$626 +4 +0.2%
TCWM
3103
Total Clarity Wealth Management
Illinois
$365K
HI
3104
Hoey Investments
Pennsylvania
$364K -$21.1K -135 -6%
BCM
3105
Beddow Capital Management
Wyoming
$364K
MWM
3106
Maridea Wealth Management
New York
$364K -$2.97K -19 -0.9%
TC
3107
Truvestments Capital
Florida
$364K +$175K +1,121 +107%
KF
3108
K2 Financial
California
$363K +$2.82K +18 +0.7%
WH
3109
Willner & Heller
California
$363K +$18.8K +120 +6%
WKSWA
3110
White Knight Strategic Wealth Advisors
New Jersey
$362K -$319K -2,035 -48%
CIS
3111
Custom Index Systems
New York
$362K -$44.6K -285 -12%
VPWA
3112
Vestia Personal Wealth Advisors
Indiana
$362K -$4.85K -31 -1%
GHAM
3113
Gilman Hill Asset Management
Connecticut
$362K
BWM
3114
BCGM Wealth Management
Indiana
$362K -$4.38K -28 -1%
FNBOH
3115
First National Bank of Hutchinson
Kansas
$362K
DM
3116
Diker Management
New York
$361K
RFA
3117
Reyes Financial Architecture
California
$360K +$783 +5 +0.2%
Vanguard Capital Wealth Advisors
3118
Vanguard Capital Wealth Advisors
Colorado
$360K -$47.6K -304 -12%
PW
3119
PUREfi Wealth
Massachusetts
$360K -$9.08K -58 -3%
PCM
3120
Princeton Capital Management
New Jersey
$360K -$91.1K -582 -21%
MF
3121
Manchester Financial
California
$359K +$157 +1 +0%
FFA
3122
Fragasso Financial Advisors
Pennsylvania
$358K +$33.7K +215 +11%
SP
3123
Sequent Planning
Nebraska
$357K +$2.19K +14 +0.7%
SPL
3124
Smart Portfolios LLC
Washington
$356K +$6.11K +39 +2%
SWP
3125
Summit Wealth Partners
Florida
$356K +$7.83K +50 +2%