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Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1551
Tyche Wealth Partners
Texas
$216K -$156K -6,933 -39%
PAM
1552
Peak Asset Management
Colorado
$216K -$3.38K -150 -1%
LWM
1553
Liberty Wealth Management
California
$216K -$22K -976 -8%
PIMG
1554
Patriot Investment Management Group
Tennessee
$215K -$36.3K -1,610 -13%
NAM
1555
NTV Asset Management
West Virginia
$215K -$393K -17,421 -62%
AWM
1556
Aberdeen Wealth Management
Illinois
$214K -$12.1K -535 -5%
BWM
1557
Bullock Wealth Management
Indiana
$214K +$34.4K +1,524 +17%
FFG
1558
Fortem Financial Group
California
$214K +$1.51K +67 +0.6%
NB
1559
Nicolet Bankshares
Wisconsin
$213K -$8.14K -361 -3%
TW
1560
TritonPoint Wealth
Maryland
$213K -$13.2K -586 -5%
FCMC
1561
Founders Capital Management (Connecticut)
Connecticut
$213K – – –
WJWM
1562
Williams Jones Wealth Management
New York
$213K -$11.7K -518 -5%
MWM
1563
Merriman Wealth Management
Washington
$213K -$19.4K -862 -8%
TWP
1564
Tempus Wealth Planning
California
$212K -$683K -30,303 -74%
GA
1565
Geller Advisors
New York
$211K -$16.8K -747 -7%
DWA
1566
Delos Wealth Advisors
Texas
$211K +$21K +930 +10%
AO
1567
Advisor OS
Illinois
$210K +$17.6K +783 +8%
FIM
1568
Fruth Investment Management
Texas
$210K -$2.25K -100 -0.9%
FWP
1569
Falcon Wealth Planning
California
$210K -$44.9K -1,990 -16%
ECA
1570
Elevated Capital Advisors
Utah
$209K +$235K +10,414 New
DAS
1571
Diversify Advisory Services
Utah
$208K -$11.9K -526 -5%
CSB
1572
City State Bank
Iowa
$208K +$65.7K +2,915 +39%
CIG
1573
Cullen Investment Group
Louisiana
$208K -$36.2K -1,605 -13%
RIM
1574
RW Investment Management
Idaho
$208K – – –
BIC
1575
Beach Investment Counsel
Pennsylvania
$208K -$13.8K -612 -6%