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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1751
Legacy Wealth Advisors
Florida
$252K +$169K +585 New
CG
1752
Castellan Group
Kentucky
$252K +$169K +585 New
NFG
1753
Nations Financial Group
Iowa
$252K +$169K +584 New
KAM
1754
Knightsbridge Asset Management
California
$252K +$169K +584 New
CT
1755
Clearstead Trust
Maine
$251K +$2.6K +9 +2%
EAP
1756
Elevation Advisory Partners
Florida
$251K +$190K +658 New
DW30
1757
Drucker Wealth 3.0
New Jersey
$251K +$168K +582 New
SEIA
1758
Signature Estate & Investment Advisors
California
$249K +$170K +588 New
LCM
1759
Leisure Capital Management
California
$249K +$167K +577 New
FWP
1760
Falcon Wealth Planning
California
$248K +$166K +575 New
BWM
1761
Baron Wealth Management
Michigan
$248K +$166K +574 New
IWN
1762
Independent Wealth Network
Iowa
$248K +$166K +574 New
LOWM
1763
Laurel Oak Wealth Management
New Jersey
$247K +$166K +573 New
MSFS
1764
Main Street Financial Solutions
Pennsylvania
$247K +$165K +572 New
CPA
1765
Capital Performance Advisors
California
$246K -$442K -1,528 -73%
PWMAG
1766
Pinnacle Wealth Management Advisory Group
New Jersey
$245K +$164K +568 New
WFAG
1767
Worth Financial Advisory Group
North Carolina
$245K +$164K +568 New
MFS
1768
Mirabella Financial Services
United Kingdom
$244K +$164K +566 New
GA
1769
GSG Advisors
New Jersey
$244K +$163K +564 New
KW
1770
Keyvantage Wealth
Pennsylvania
$242K +$163K +562 New
BFS
1771
BridgePort Financial Solutions
Iowa
$242K +$163K +562 New
WIM
1772
Warwick Investment Management
Texas
$242K +$162K +561 New
FNWM
1773
Financial Network Wealth Management
Utah
$242K +$162K +561 New
SWM
1774
Sterling Wealth Management
Illinois
$242K +$162K +560 New
CNBOF
1775
City National Bank of Florida
Florida
$242K +$162K +560 New