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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
3101
Groesbeck Investment Management
New Jersey
$512K -$8.17K -20 -1%
LWMM
3102
Legacy Wealth Management (Mississippi)
Mississippi
$512K +$11.4K +28 +2%
PWA
3103
Peterson Wealth Advisors
Utah
$512K +$19.2K +47 +4%
GPWM
3104
Grant Private Wealth Management
California
$511K +$537K +1,314 New
HCWM
3105
Hidden Cove Wealth Management
Washington
$510K +$536K +1,312 New
BWA
3106
Burt Wealth Advisors
Maryland
$510K
RCWM
3107
Royal Capital Wealth Management
Indiana
$510K +$1.23K +3 +0.2%
CAM
3108
Concorde Asset Management
Michigan
$510K -$11K -27 -2%
PGWM
3109
Pitti Group Wealth Management
New York
$507K +$27K +66 +5%
WIM
3110
Westside Investment Management
California
$506K
PCMC
3111
Paragon Capital Management (Colorado)
Colorado
$506K +$2.04K +5 +0.4%
WPW
3112
Watershed Private Wealth
Illinois
$506K
PIA
3113
Prakash Investment Advisors
Massachusetts
$506K +$531K +1,300 New
WAG
3114
Wheelhouse Advisory Group
Missouri
$505K -$3.27K -8 -0.6%
SPI
3115
Sutton Place Investors
New York
$505K +$25.3K +62 +5%
MIAS
3116
Mason Investment Advisory Services
Virginia
$504K -$5.31K -13 -1%
CWA
3117
Clarity Wealth Advisors
California
$504K -$36K -88 -6%
TA
3118
TPG Advisors
Illinois
$504K -$18.8K -46 -3%
SWM
3119
Sterling Wealth Management
Illinois
$504K
SLA
3120
Silver Lake Advisory
Utah
$503K +$1.23K +3 +0.2%
GL
3121
GHE LLC
Tennessee
$502K
WPC
3122
White Pine Capital
Minnesota
$502K +$2.04K +5 +0.4%
BWS
3123
Buck Wealth Strategies
Colorado
$502K +$527K +1,290 New
LAM
3124
Lewis Asset Management
California
$501K +$65K +159 +14%
SCA
3125
Southern Capital Advisors
Tennessee
$500K +$2.86K +7 +0.5%