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Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
901
Regent Peak Wealth Advisors
Georgia
$237K +$234K +2,602 New
ACH
902
ArrowMark Colorado Holdings
Colorado
$237K
GIM
903
Groesbeck Investment Management
New Jersey
$236K
IIA
904
IPG Investment Advisors
California
$236K +$233K +2,590 New
CPW
905
Crestmont Private Wealth
Texas
$234K
MWPCG
906
Measured Wealth Private Client Group
New Hampshire
$234K -$73.8K -821 -24%
LWM
907
Liberty Wealth Management
California
$234K +$539 +6 +0.2%
LSA
908
Leonteq Securities AG
Switzerland
$233K -$43.9K -489 -16%
WHCI
909
W.H. Cornerstone Investments
Massachusetts
$231K -$22.5K -250 -9%
MEG
910
Millstone Evans Group
Colorado
$229K
Cohen & Steers
911
Cohen & Steers
New York
$228K
TLP
912
Trinity Legacy Partners
Texas
$227K +$203K +2,256 New
RDWM
913
Red Door Wealth Management
Tennessee
$225K +$222K +2,474 New
PAMG
914
Patton Albertson Miller Group
Tennessee
$223K +$9.7K +108 +5%
AAS
915
Ameritas Advisory Services
Nebraska
$223K +$220K +2,446 New
GWMR
916
GC Wealth Management RIA
Massachusetts
$222K -$124K -1,376 -36%
OWP
917
ORG Wealth Partners
Texas
$222K +$54.4K +605 +33%
AWM
918
Angeles Wealth Management
California
$222K -$3.23K -36 -1%
MKA
919
M. Kulyk & Associates
Georgia
$218K -$6.29K -70 -3%
CWM
920
Calamos Wealth Management
Illinois
$218K +$215K +2,391 New
FIA
921
FPC Investment Advisory
California
$216K -$48.5K -540 -20%
TWM
922
Thrive Wealth Management
Pennsylvania
$216K -$2.25K -25 -1%
CC
923
Courier Capital
New York
$215K +$270 +3 +0.1%
AWM
924
Avior Wealth Management
Nebraska
$214K +$212K +2,356 New
SW
925
Simplicity Wealth
New Jersey
$213K +$210K +2,340 New