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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1801
Fermata Advisors
California
$325K +$338K +7,376 New
TCM
1802
Traynor Capital Management
Pennsylvania
$325K -$80.9K -1,765 -18%
OFS
1803
OneAscent Financial Services
Alabama
$325K +$338K +7,371 New
MFG
1804
Magnus Financial Group
New York
$325K -$64.8K -1,414 -16%
GGS
1805
Galvin Gaustad & Stein
Arizona
$324K +$337K +7,353 New
EPIM
1806
Evelyn Partners Investment Management
$324K -$55.5K -1,210 -14%
PWA
1807
Physician Wealth Advisors
Utah
$324K +$78.4K +1,711 +30%
GSIAS
1808
Garden State Investment Advisory Services
New Jersey
$324K +$57.3K +1,250 +21%
CGH
1809
CMG Global Holdings
Texas
$323K -$4.72K -103 -1%
PWG
1810
Portside Wealth Group
Utah
$323K +$97K +2,117 +41%
AWM
1811
Ameliora Wealth Management
Switzerland
$322K
DBFM
1812
Dickmeyer Boyce Financial Management
Indiana
$322K +$334K +7,291 New
TGY2IT
1813
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$321K -$2.81M -61,400 -89%
FFWA
1814
FRG Family Wealth Advisors
Washington
$321K +$41.9K +914 +14%
AWAP
1815
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$321K
RA
1816
Rise Advisors
New York
$320K +$2.11K +46 +0.7%
SDH
1817
Sloy Dahl & Holst
Washington
$319K
LG
1818
LaFleur & Godfrey
Michigan
$319K -$7.06K -154 -2%
TFA
1819
Trinity Financial Advisors
Ohio
$318K -$10.3K -225 -3%
PPW
1820
Pasadena Private Wealth
California
$318K +$45.8K +1,000 +16%
FFG
1821
Fiduciary Financial Group
California
$318K +$9.49K +207 +3%
EW
1822
Elyxium Wealth
California
$317K +$21.9K +478 +7%
AGA
1823
Arkos Global Advisors
Texas
$317K
PCMU
1824
Paragon Capital Management (Utah)
Utah
$317K
WCG
1825
Weaver Consulting Group
California
$316K -$963 -21 -0.3%