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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1626
Shepherd Wealth Management
Ohio
$433K +$370K +1,200 New
CHAM
1627
Clear Harbor Asset Management
Connecticut
$433K
LWL
1628
Leo Wealth LLC
Texas
$432K +$373K +1,211 New
PAM
1629
Palisade Asset Management
Minnesota
$431K +$32.3K +105 +10%
AWM
1630
Angeles Wealth Management
California
$431K +$27.1K +88 +8%
SCP
1631
Sivia Capital Partners
California
$430K +$4.62K +15 +1%
KFA
1632
Kelleher Financial Advisors
New York
$430K +$371K +1,205 New
CWP
1633
Core Wealth Partners
California
$428K
PCH
1634
PGIM Custom Harvest
New Jersey
$428K -$10.8K -35 -3%
SIC
1635
Shoker Investment Counsel
Ohio
$425K
FFA
1636
Fragasso Financial Advisors
Pennsylvania
$423K +$12K +39 +3%
OCM
1637
Objective Capital Management
Ohio
$422K +$2.46K +8 +0.7%
LP
1638
LMR Partners
United Kingdom
$422K +$364K +1,181 +59,050%
WHCI
1639
W.H. Cornerstone Investments
Massachusetts
$421K +$64.1K +208 +21%
CWA
1640
Canvas Wealth Advisors
Kansas
$421K +$5.54K +18 +2%
NPA
1641
Nichols & Pratt Advisers
Massachusetts
$420K +$362K +1,176 New
GPW
1642
Genesis Private Wealth
Virginia
$420K -$7.08K -23 -2%
LAS
1643
LWM Advisory Services
Florida
$419K
Members Trust
1644
Members Trust
Florida
$419K -$151K -489 -29%
PAW
1645
Plan A Wealth
Nebraska
$419K +$362K +1,174 New
SSWM
1646
Strait & Sound Wealth Management
California
$419K +$15.4K +50 +4%
NG
1647
Norden Group
Utah
$418K +$74.8K +243 +26%
CFS
1648
Commonwealth Financial Services
West Virginia
$417K -$2.16K -7 -0.6%
BFG
1649
Berger Financial Group
Minnesota
$415K -$13.2K -43 -4%
LC
1650
Lincoln Capital
Nebraska
$415K