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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
2826
Landmark Financial Advisors
Kentucky
$437K +$401K +1,053 New
GBA
2827
Garrison Bradford & Associates
New York
$436K
AWM
2828
Avondale Wealth Management
Texas
$435K
SWM
2829
Shelton Wealth Management
Texas
$435K +$399K +1,048 New
DL
2830
DOHJ LLC
Washington
$434K +$1.52K +4 +0.4%
AR
2831
Apeiron RIA
Texas
$434K +$398K +1,045 New
EWA
2832
ERTS Wealth Advisors
Michigan
$433K -$59.4K -156 -13%
NEWAS
2833
N.E.W. Advisory Services
Wisconsin
$432K +$381 +1 +0.1%
ICM
2834
Islay Capital Management
Texas
$431K -$28.9K -76 -7%
SWP
2835
Summit Wealth Partners
Florida
$431K +$5.33K +14 +1%
DWP
2836
Destiny Wealth Partners
Florida
$430K
DCM
2837
Driehaus Capital Management
Illinois
$430K
RA
2838
Riverstone Advisors
Texas
$430K
PAMP
2839
Polar Asset Management Partners
Ontario, Canada
$428K -$395K -1,038 -50%
GCIG
2840
Grand Central Investment Group
Florida
$427K -$8.38K -22 -2%
FP
2841
Foundry Partners
Minnesota
$425K
GIM
2842
Guild Investment Management
California
$425K
LCM
2843
Lewis Capital Management
California
$425K +$390K +1,024 New
FMP
2844
Financial Management Professionals
Texas
$424K -$9.14K -24 -2%
IWA
2845
Inspirion Wealth Advisors
Illinois
$423K -$42.3K -111 -10%
KOMWMG
2846
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$422K +$388K +1,018 New
ML
2847
McAdam LLC
Pennsylvania
$421K +$20.2K +53 +6%
FWP
2848
Falcon Wealth Planning
California
$421K +$38.5K +101 +11%
TCFP
2849
Treasure Coast Financial Planning
Florida
$421K +$386K +1,015 New
COI
2850
Connable Office Inc
Michigan
$420K