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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1701
Institute for Wealth Management
Colorado
$576K -$27.5K -618 -5%
LWM
1702
Lakeridge Wealth Management
Ohio
$574K +$802 +18 +0.1%
FFG
1703
Frisch Financial Group
New York
$572K +$13.4K +300 +2%
GCAC
1704
Guardian Capital Advisors (Canada)
Ontario, Canada
$572K +$14.6K +328 +2%
SAM
1705
S.A. Mason
Michigan
$571K +$4.81K +108 +0.8%
GWM
1706
Gray Wealth Management
Maine
$571K -$76.4K -1,714 -12%
POIA
1707
Pin Oak Investment Advisors
Texas
$570K
PPP
1708
Private Portfolio Partners
New Jersey
$568K +$35.5K +796 +7%
WWC
1709
Waypoint Wealth Counsel
Georgia
$568K +$10.4K +234 +2%
AP
1710
Adero Partners
California
$567K +$24.6K +553 +5%
PAM
1711
Peak Asset Management
Colorado
$565K +$4.46K +100 +0.8%
FFG
1712
Fortem Financial Group
California
$565K +$45 +1 +0%
TW
1713
TritonPoint Wealth
Maryland
$565K -$116K -2,613 -18%
S
1714
Sachetta
Massachusetts
$564K
Hudson Bay Capital Management
1715
Hudson Bay Capital Management
Connecticut
$563K -$39.5M -887,246 -99%
MPWT
1716
MassMutual Private Wealth & Trust
Connecticut
$563K +$62.7K +1,408 +12%
SAM
1717
Seelaus Asset Management
New Jersey
$561K -$3.12K -70 -0.5%
AF
1718
Arrow Financial
New York
$560K -$11.1K -249 -2%
FFA
1719
First Foundation Advisors
California
$560K -$30.7K -688 -5%
HCM
1720
Hollencrest Capital Management
California
$559K -$258K -5,792 -31%
GLLW
1721
Graves Light Lenhart Wealth
Virginia
$558K -$4.46K -100 -0.8%
WAM
1722
WNY Asset Management
New York
$557K -$27.4K -616 -5%
TCMP
1723
Thrive Capital Management (Pennsylvania)
Pennsylvania
$555K +$5.04K +113 +0.9%
TCWA
1724
Turtle Creek Wealth Advisors
Texas
$555K +$121K +2,709 +27%
FFP
1725
FourThought Financial Partners
Florida
$555K -$3.56K -80 -0.6%