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Name Holding Trade Value Shares
Change
Change in
Stake
CIP
3126
Capital Insight Partners
Arizona
$219K
1WM
3127
1900 Wealth Management
Texas
$219K +$203K +775 New
KWA
3128
Kondo Wealth Advisors
California
$219K +$3.67K +14 +2%
AFA
3129
Arlington Financial Advisors
California
$218K
BCG
3130
Bravias Capital Group
New Jersey
$218K +$202K +772 New
GWMIA
3131
Global Wealth Management Investment Advisory
Florida
$218K +$15.7K +60 +8%
BWM
3132
BNC Wealth Management
Oregon
$218K
LFG
3133
Lockerman Financial Group
California
$217K -$11.5K -44 -5%
WFA
3134
Wellspring Financial Advisors
Ohio
$217K +$201K +768 New
OFW
3135
Omnia Family Wealth
Florida
$216K -$8.9K -34 -4%
CP
3136
Capital Planning
Washington
$216K
CSI
3137
Clark & Stuart Inc
Maine
$216K
KG
3138
Kieckhefer Group
Wisconsin
$216K
WFA
3139
West Financial Advisors
Iowa
$216K
AWM
3140
Affinity Wealth Management
Delaware
$216K
HG
3141
Harbor Group
New Hampshire
$216K
FF
3142
Formulate Financial
Florida
$216K +$200K +765 New
KAM
3143
Knightsbridge Asset Management
California
$216K +$200K +764 New
MWM
3144
Maridea Wealth Management
New York
$215K +$199K +759 New
TWM
3145
Tanager Wealth Management
United Kingdom
$214K +$198K +757 New
PCS
3146
Private Client Services
Kentucky
$213K -$55.8K -213 -22%
FPW
3147
Flywheel Private Wealth
California
$213K
SWP
3148
Semus Wealth Partners
Florida
$213K +$198K +755 New
SEM
3149
Strategic Equity Management
Arizona
$212K -$165K -632 -46%
Balyasny Asset Management
3150
Balyasny Asset Management
Illinois
$212K -$2.5M -9,561 -93%