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Name Holding Trade Value Shares
Change
Change in
Stake
BPAMU
951
BTG Pactual Asset Management US
New York
$244K +$47K +3,566 +20%
CAG
952
Crestwood Advisors Group
Massachusetts
$243K +$44.5K +3,379 +19%
LAM
953
L2 Asset Management
Massachusetts
$243K +$18.8K +1,424 +7%
LOAMU
954
Lombard Odier Asset Management (USA)
New York
$243K +$277K +21,031 New
MG
955
Mather Group
Illinois
$242K +$20.1K +1,523 +8%
BFWA
956
Benchmark Financial Wealth Advisors
Florida
$242K +$16.2K +1,230 +6%
BFA
957
Beacon Financial Advisory
Ohio
$241K -$395 -30 -0.1%
QWP
958
Quotient Wealth Partners
Texas
$241K -$31.6K -2,396 -10%
CAM
959
Carret Asset Management
New York
$241K +$53 +4 +0%
FIM
960
Fruth Investment Management
Texas
$240K
HP
961
Hilltop Partners
Indiana
$240K +$4.11K +312 +2%
OPWM
962
Oxinas Partners Wealth Management
Indiana
$240K +$66 +5 +0%
PWM
963
Palacios Wealth Management
Florida
$239K +$107K +8,110 +69%
AI
964
Atom Investors
Texas
$239K +$272K +20,669 New
CFS
965
CRA Financial Services
New Jersey
$238K +$30.7K +2,328 +13%
HAG
966
HighPoint Advisor Group
Illinois
$236K -$1.61M -122,247 -86%
RFS
967
Richardson Financial Services
Massachusetts
$235K +$10.6K +805 +4%
LFP
968
Lakeshore Financial Planning
Michigan
$235K +$329 +25 +0.1%
HPM
969
Hudson Portfolio Management
New York
$235K
FWP
970
Firethorn Wealth Partners
Georgia
$234K -$1.67K -127 -0.6%
OFG
971
Oxford Financial Group
Indiana
$233K -$1.53K -116 -0.6%
CF
972
Carlson Financial
Oregon
$232K -$2.37K -180 -0.9%
JMA
973
J.M. Arbour
Maine
$232K +$3.32K +252 +1%
SWA
974
Strategies Wealth Advisors
Michigan
$232K -$2.03K -154 -0.8%
SB
975
Strategic Blueprint
Georgia
$231K -$5.97K -453 -2%