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Name Holding Trade Value Shares
Change
Change in
Stake
WP
3251
WealthShield Partners
North Carolina
$398K -$650K -3,491 -59%
TC
3252
TAGStone Capital
North Carolina
$398K +$186 +1 +0%
MWM
3253
MinichMacGregor Wealth Management
New York
$398K -$4.47K -24 -1%
BGC
3254
Beutel, Goodman & Co
Ontario, Canada
$396K – – –
AA
3255
Alesco Advisors
New York
$396K +$84.5K +454 +23%
KDA
3256
Kraft Davis & Associates
Missouri
$396K +$2.79K +15 +0.7%
BF
3257
Brucke Financial
Indiana
$395K +$45.4K +244 +11%
GCM
3258
Gibraltar Capital Management
Oklahoma
$395K -$1.49K -8 -0.3%
Hudson Bay Capital Management
3259
Hudson Bay Capital Management
Connecticut
$395K -$49.4M -265,346 -99%
MCIA
3260
Mountain Capital Investment Advisors
Colorado
$394K -$1.3K -7 -0.3%
PA
3261
Planning Alternatives
Michigan
$393K +$8.19K +44 +2%
GWA
3262
Gratus Wealth Advisors
Virginia
$393K – – –
EFP
3263
Elser Financial Planning
Indiana
$392K -$373K -2,006 -46%
PPA
3264
Pacific Point Advisors
California
$391K +$1.86K +10 +0.4%
FH
3265
FWG Holdings
Florida
$390K +$7.82K +42 +2%
AFW
3266
Atlantic Family Wealth
Florida
$390K -$412K -2,211 -48%
KA
3267
Kooman & Associates
Pennsylvania
$390K -$48.8K -262 -10%
RIA
3268
Richwood Investment Advisors
Ohio
$388K +$72.8K +391 +20%
RPGNY
3269
Retirement Planning Group (New York)
New York
$388K +$558 +3 +0.1%
RW
3270
Rede Wealth
Virginia
$388K +$186 +1 +0%
PWMA
3271
Pension & Wealth Management Advisors
Massachusetts
$388K +$26.8K +144 +7%
BWS
3272
Broadway Wealth Solutions
Texas
$387K -$20.1K -108 -4%
SJL
3273
Shayne & Jacobs LLC
Tennessee
$387K – – –
CWMA
3274
Capstone Wealth Management (Alabama)
Alabama
$387K +$434K +2,334 New
FRM
3275
Fox Run Management
Connecticut
$387K +$434K +2,332 New