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Name Holding Trade Value Shares
Change
Change in
Stake
LA
3101
Lakeside Advisors
Washington
$367K +$157 +1 +0%
MW
3102
Members Wealth
Pennsylvania
$367K -$6.11K -39 -2%
RFW
3103
Rainier Family Wealth
Washington
$367K – – –
GPW
3104
Gentry Private Wealth
Kansas
$366K +$343K +2,190 New
MC
3105
Matisse Capital
Oregon
$365K +$626 +4 +0.2%
TCWM
3106
Total Clarity Wealth Management
Illinois
$365K – – –
HI
3107
Hoey Investments
Pennsylvania
$364K -$21.1K -135 -6%
BCM
3108
Beddow Capital Management
Wyoming
$364K – – –
MWM
3109
Maridea Wealth Management
New York
$364K -$2.97K -19 -0.9%
TC
3110
Truvestments Capital
Florida
$364K +$175K +1,121 +107%
KF
3111
K2 Financial
California
$363K +$2.82K +18 +0.7%
WH
3112
Willner & Heller
California
$363K +$18.8K +120 +6%
WKSWA
3113
White Knight Strategic Wealth Advisors
New Jersey
$362K -$319K -2,035 -48%
CIS
3114
Custom Index Systems
New York
$362K -$44.6K -285 -12%
VPWA
3115
Vestia Personal Wealth Advisors
Indiana
$362K -$4.85K -31 -1%
GHAM
3116
Gilman Hill Asset Management
Connecticut
$362K – – –
BWM
3117
BCGM Wealth Management
Indiana
$362K -$4.38K -28 -1%
FNBOH
3118
First National Bank of Hutchinson
Kansas
$362K – – –
DM
3119
Diker Management
New York
$361K – – –
RFA
3120
Reyes Financial Architecture
California
$360K +$783 +5 +0.2%
Vanguard Capital Wealth Advisors
3121
Vanguard Capital Wealth Advisors
Colorado
$360K -$47.6K -304 -12%
PW
3122
PUREfi Wealth
Massachusetts
$360K -$9.08K -58 -3%
PCM
3123
Princeton Capital Management
New Jersey
$360K -$91.1K -582 -21%
MF
3124
Manchester Financial
California
$359K +$157 +1 +0%
FFA
3125
Fragasso Financial Advisors
Pennsylvania
$358K +$33.7K +215 +11%