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Name Holding Trade Value Shares
Change
Change in
Stake
LA
3851
LPF Advisors
Florida
$204K -$51.1K -125 -19%
GWA
3852
Geometric Wealth Advisors
District of Columbia
$203K +$1.63K +4 +0.8%
MAM
3853
Meeder Asset Management
Ohio
$203K -$12.7K -31 -6%
HPC
3854
Hobart Private Capital
North Carolina
$202K +$8.99K +22 +4%
FWM
3855
Fonville Wealth Management
Virginia
$202K -$49K -120 -19%
SFO
3856
Standard Family Office
South Dakota
$201K – – –
RS
3857
Retirement Solution
Washington
$201K -$9.8K -24 -4%
AIFS
3858
A&I Financial Services
Colorado
$201K +$211K +516 New
F4L
3859
Fortune 45 LLC
Louisiana
$201K +$210K +514 New
MWM
3860
MinichMacGregor Wealth Management
New York
$200K +$4.9K +12 +2%
CWM
3861
Chicago Wealth Management
Illinois
$200K – – –
COFSG
3862
Carbahal Olsen Financial Services Group
California
$200K +$210K +514 New
TCM
3863
TD Capital Management
Tennessee
$199K +$817 +2 +0.4%
RWS
3864
Retirement Wealth Solutions
Wisconsin
$198K +$208K +508 New
AIM
3865
Access Investment Management
Georgia
$194K – – –
BAM
3866
BOCHK Asset Management
Hong Kong
$194K – – –
NWMP
3867
Noble Wealth Management PBC
Colorado
$193K +$203K +497 New
GWSA
3868
Global Wealth Strategies & Associates
Colorado
$192K – – –
LC
3869
Lavaca Capital
Texas
$188K +$198K +484 New
CTC
3870
Cetera Trust Company
Minnesota
$188K – – –
MFG
3871
Mendota Financial Group
Wisconsin
$187K +$94.4K +231 +92%
BGA
3872
Battery Global Advisors
Massachusetts
$186K – – –
AA
3873
AlphaMark Advisors
Kentucky
$185K +$40.9K +100 +27%
BDL
3874
Banque de Luxembourg
Luxembourg
$183K +$191K +468 New
EFP
3875
EnRich Financial Partners
Wisconsin
$181K – – –