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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
2501
LifePro Asset Management
California
$244K -$293K -4,920 -56%
NEPPG
2502
New England Professional Planning Group
Rhode Island
$244K +$255K +4,273 New
DP
2503
Denver PWM
Colorado
$244K +$281K +4,710 New
JWM
2504
Janiczek Wealth Management
Colorado
$241K +$36.3K +609 +19%
TNA
2505
True North Advisors
Texas
$241K +$225K +3,777 New
HNW
2506
High Note Wealth
Minnesota
$240K -$22.3K -375 -9%
PPW
2507
Pasadena Private Wealth
California
$240K +$223K +3,747 New
ESBC
2508
E.S. Barr & Co
Kentucky
$240K +$223K +3,750 New
CCA
2509
Clearwater Capital Advisors
Illinois
$240K +$224K +3,751 New
PHK
2510
Point72 Hong Kong
Hong Kong
$239K -$5.06M -84,904 -96%
MFG
2511
Magnus Financial Group
New York
$239K -$833K -13,980 -79%
Financial Engines Advisors
2512
Financial Engines Advisors
California
$239K -$134K -2,248 -38%
MFS
2513
Madrona Financial Services
Washington
$239K +$222K +3,732 New
HWMG
2514
Hurlow Wealth Management Group
Indiana
$238K +$221K +3,713 New
CCM
2515
Chilton Capital Management
Texas
$237K +$221K +3,700 New
HHAM
2516
HITE Hedge Asset Management
Massachusetts
$237K +$221K +3,700 New
OBWG
2517
Onyx Bridge Wealth Group
New York
$235K +$219K +3,671 New
HCM
2518
HMS Capital Management
Tennessee
$235K +$219K +3,674 New
KCM
2519
Kathmere Capital Management
Pennsylvania
$234K +$23.9K +401 +12%
SFG
2520
Sovereign Financial Group
Connecticut
$233K +$217K +3,633 New
SNBOSD
2521
Security National Bank of So Dak
Iowa
$232K +$215K +3,615 New
FP
2522
Financial Perspectives
Minnesota
$231K
UCMOK
2523
United Capital Management of KS
Kansas
$231K -$223K -3,744 -51%
I
2524
INVST
Indiana
$231K -$43.3K -726 -15%
OBWP
2525
O'Brien Wealth Partners
Massachusetts
$230K +$205K +3,441 New