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Name Holding Trade Value Shares
Change
Change in
Stake
LGF
301
LGT Group Foundation
Liechtenstein
$186K +$36.3K +3,437 +24%
PA
302
Procyon Advisors
Connecticut
$186K -$2.58M -244,898 -93%
JWCA
303
J.W. Cole Advisors
Florida
$186K +$3.8K +360 +2%
PCS
304
Personal CFO Solutions
New Jersey
$184K -$17.6K -1,670 -9%
FHA
305
First Horizon Advisors
Tennessee
$182K +$13.7K +1,302 +8%
PFG
306
Prospect Financial Group
Virginia
$180K +$14.1K +1,339 +8%
GT
307
Greenleaf Trust
Michigan
$179K +$211 +20 +0.1%
MHC
308
Meyer Handelman Company
New York
$178K +$181K +17,169 New
GS
309
GTS Securities
Florida
$178K +$181K +17,117 New
BFS
310
Beacon Financial Strategies
North Carolina
$177K
YIM
311
Yoffe Investment Management
Pennsylvania
$177K
IWM
312
IHT Wealth Management
Illinois
$175K -$17.3K -1,640 -9%
BWM
313
Baron Wealth Management
Michigan
$173K -$45.9K -4,350 -21%
UB
314
UMB Bank
Missouri
$172K +$39.9K +3,781 +30%
SWP
315
Sagespring Wealth Partners
Tennessee
$172K +$175K +16,562 New
DCM
316
Dimension Capital Management
Florida
$170K +$4.44K +421 +3%
National Bank of Canada
317
National Bank of Canada
Quebec, Canada
$169K +$28.6K +2,708 +20%
JSW
318
Journey Strategic Wealth
New Jersey
$168K +$171K +16,231 New
WI
319
WrapManager Inc
California
$168K +$29.4K +2,783 +21%
QWP
320
Quotient Wealth Partners
Texas
$168K -$26.3K -2,497 -13%
BJL
321
Brighton Jones LLC
Washington
$167K -$44.8K -4,252 -21%
SMA
322
Seven Mile Advisory
New Jersey
$167K -$1.37K -130 -0.8%
DT
323
Diversified Trust
Tennessee
$167K +$170K +16,095 New
BRWA
324
B. Riley Wealth Advisors
Florida
$167K +$170K +16,088 New
CIA
325
Concurrent Investment Advisors
Florida
$166K -$3.77K -357 -2%