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Name Holding Trade Value Shares
Change
Change in
Stake
FPW
3151
Flywheel Private Wealth
California
$213K – – –
SWP
3152
Semus Wealth Partners
Florida
$213K +$198K +755 New
SEM
3153
Strategic Equity Management
Arizona
$212K -$165K -632 -46%
AFP
3154
Advus Financial Partners
Florida
$212K – – –
Balyasny Asset Management
3155
Balyasny Asset Management
Illinois
$212K -$2.5M -9,561 -93%
EGA
3156
Eagle Global Advisors
Texas
$212K – – –
THCM
3157
Taylor Hoffman Capital Management
Virginia
$211K – – –
PFM
3158
Phillips Financial Management
Indiana
$211K +$10.2K +39 +6%
ABLA
3159
Alan B. Lancz & Associates
Ohio
$210K – – –
BCM
3160
Beck Capital Management
Texas
$210K -$137K -522 -41%
LPP
3161
Life Planning Partners
Florida
$210K -$18.3K -70 -9%
UFA
3162
Uptown Financial Advisors
Texas
$210K – – –
HNW
3163
High Note Wealth
Minnesota
$209K -$262 -1 -0.1%
GPW
3164
Genesis Private Wealth
Virginia
$209K +$194K +741 New
FLP
3165
Financial Life Planners
Arizona
$209K -$2.62K -10 -1%
SFS
3166
Symphony Financial Services
Ohio
$209K +$524 +2 +0.3%
AWCI
3167
Alpine Woods Capital Investors
New York
$208K +$193K +738 New
SSA
3168
Schonfeld Strategic Advisors
New York
$208K -$15.8M -60,509 -99%
RBWA
3169
RFG - Bristol Wealth Advisors
Massachusetts
$208K – – –
FWM
3170
Forefront Wealth Management
Pennsylvania
$208K +$524 +2 +0.3%
CGH
3171
CMG Global Holdings
Texas
$207K +$193K +738 New
CWM
3172
CCG Wealth Management
California
$207K +$524 +2 +0.3%
PWMA
3173
Pension & Wealth Management Advisors
Massachusetts
$207K +$524 +2 +0.3%
GWWM
3174
Great Waters Wealth Management
Minnesota
$207K -$262 -1 -0.1%
MAM
3175
McLean Asset Management
Virginia
$207K -$10.5K -40 -5%