Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
1351
Long Run Wealth Advisors
New York
$1.65M +$100K +410 +7%
BIG
1352
Brooklyn Investment Group
New York
$1.65M +$399K +1,630 +33%
WDC
1353
Woodward Diversified Capital
California
$1.65M +$21.8K +89 +1%
MIP
1354
Marietta Investment Partners
Wisconsin
$1.64M +$53.8K +220 +3%
MMG
1355
Monetary Management Group
Missouri
$1.64M -$30.6K -125 -2%
LSA
1356
Lion Street Advisors
Texas
$1.64M -$9.54K -39 -0.6%
WWM
1357
Western Wealth Management
Colorado
$1.64M -$605K -2,475 -27%
PEA
1358
Park Edge Advisors
Ohio
$1.64M +$419K +1,712 +35%
CFP
1359
Cascade Financial Partners
California
$1.63M – – –
AIM
1360
Aspen Investment Management
Michigan
$1.63M +$155K +632 +11%
HIP
1361
HUB Investment Partners
Texas
$1.63M +$59.4K +243 +4%
PGF
1362
Plan Group Financial
Oklahoma
$1.63M +$473K +1,932 +42%
EWA
1363
Etesian Wealth Advisors
Oregon
$1.63M -$97.8K -400 -6%
DE
1364
Diversified Enterprises
Delaware
$1.63M +$109K +444 +7%
MWA
1365
Midland Wealth Advisors
Illinois
$1.63M -$301K -1,229 -16%
BFO
1366
Biltmore Family Office
North Carolina
$1.63M – – –
JCFM
1367
JBR Co Financial Management
Oklahoma
$1.62M +$34.2K +140 +2%
IIM
1368
Ironwood Investment Management
Massachusetts
$1.62M – – –
PWW
1369
Pettyjohn Wood & White
Virginia
$1.62M -$241K -985 -13%
AIM
1370
Athena Investment Management
California
$1.62M -$40.4K -165 -2%
PCS
1371
Personal CFO Solutions
New Jersey
$1.62M +$253K +1,035 +19%
KA
1372
KLCM Advisors
Wisconsin
$1.62M -$28.4K -116 -2%
PWG
1373
Portside Wealth Group
Utah
$1.61M -$1.58M -6,454 -50%
AFS
1374
Access Financial Services
Minnesota
$1.61M -$179K -733 -10%
IC
1375
Inscription Capital
Texas
$1.61M +$2.06M +8,440 New