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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
1076
Portside Wealth Group
Utah
$140K +$9.05K +927 +7%
MSFS
1077
Main Street Financial Solutions
Pennsylvania
$140K +$20K +2,047 +17%
RBWA
1078
RFG - Bristol Wealth Advisors
Massachusetts
$140K +$781 +80 +0.6%
PWM
1079
Partners Wealth Management
California
$139K +$10.6K +1,082 +8%
NW
1080
NewEdge Wealth
Pennsylvania
$139K -$85.7K -8,779 -39%
KFGK
1081
Keystone Financial Group (Kentucky)
Kentucky
$139K -$26.7K -2,738 -17%
AAP
1082
Arax Advisory Partners
Colorado
$138K -$99.1K -10,146 -42%
MWC
1083
MKD Wealth Coaches
Michigan
$138K – – –
Flossbach Von Storch
1084
Flossbach Von Storch
Germany
$138K +$135K +13,795 New
OL
1085
Owen LaRue
Kentucky
$138K -$82.8K -8,477 -38%
GC
1086
Guidance Capital
Kentucky
$138K -$18K -1,838 -12%
GM
1087
GeoWealth Management
Illinois
$137K -$160K -16,414 -54%
LIA
1088
LBMC Investment Advisors
Tennessee
$137K +$6.37K +652 +5%
MHB
1089
Midwest Heritage Bank
Iowa
$137K +$133K +13,668 New
SIMG
1090
Sonora Investment Management Group
Arizona
$137K +$557 +57 +0.4%
ST
1091
Sabal Trust
Florida
$137K – – –
AW
1092
Alteri Wealth
California
$136K -$10.4K -1,064 -7%
TF
1093
Tompkins Financial
New York
$136K – – –
QWP
1094
Quotient Wealth Partners
Texas
$136K +$132K +13,544 New
IP
1095
Ignite Planners
California
$136K -$26.4K -2,704 -17%
PWM
1096
Palacios Wealth Management
Florida
$135K -$41K -4,200 -24%
OIS
1097
OneAscent Investment Solutions
Alabama
$135K +$132K +13,469 New
AMM
1098
American Money Management
California
$135K +$147 +15 +0.1%
MA
1099
MCF Advisors
Kentucky
$135K -$246K -25,177 -65%
BIA
1100
Barry Investment Advisors
Massachusetts
$134K +$244 +25 +0.2%