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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
1176
Destiny Wealth Partners
Florida
$153K +$148K +3,305 New
MWA
1177
Medallion Wealth Advisors
Connecticut
$153K +$148K +3,300 New
WSFG
1178
Wall Street Financial Group
Illinois
$149K +$144K +3,202 New
OL
1179
OneFund LLC
Florida
$147K -$4.94K -110 -3%
LI
1180
LRI Investments
Florida
$146K +$17.9K +398 +14%
Optiver Holding
1181
Optiver Holding
Netherlands
$144K -$105K -2,351 -43%
NS
1182
NBC Securities
Alabama
$144K – – –
FNWA
1183
Financial Network Wealth Advisors
Utah
$139K -$28.6K -638 -18%
CFO
1184
CVA Family Office
Colorado
$138K +$54K +1,203 +68%
MMCM
1185
Murphy & Mullick Capital Management
New York
$137K – – –
ACA
1186
Atlas Capital Advisors
Wyoming
$137K +$132K +2,945 New
PWS
1187
Peterson Wealth Services
Utah
$136K +$718 +16 +0.5%
SFG
1188
Strive Financial Group
Indiana
$136K +$9.15K +204 +8%
RCM
1189
Richardson Capital Management
Wisconsin
$135K +$4.62K +103 +4%
TWIM
1190
TIAA Wealth Investment Management
New York
$135K +$130K +2,901 New
RIL
1191
Rothschild Investment LLC
Illinois
$128K +$3.59K +80 +3%
LWM
1192
Lodestone Wealth Management
Washington
$126K – – –
UCB
1193
United Community Bank
South Carolina
$126K -$72.4K -1,614 -37%
CH
1194
Cromwell Holdings
Wyoming
$122K +$1.44K +32 +1%
KFI
1195
Key Financial Inc
Pennsylvania
$121K – – –
OCM
1196
Osterweis Capital Management
California
$118K -$63K -1,405 -35%
MAFA
1197
MJT & Associates Financial Advisory
Minnesota
$118K – – –
1IA
1198
1620 Investment Advisors
Massachusetts
$115K – – –
CCWM
1199
Cassaday & Co Wealth Management
Virginia
$112K +$108K +2,403 New
PCFFS
1200
Pacific Center for Financial Services
California
$111K – – –