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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2151
Aigen Investment Management
New York
$724K +$524K +5,186 New
UAS
2152
United Asset Strategies
New York
$723K +$11K +109 +2%
AW
2153
Atlas Wealth
Ohio
$723K +$524K +5,180 New
SWM
2154
Steinberganna Wealth Management
New York
$723K -$5.06K -50 -1%
LFG
2155
Lazard Frères Gestion
France
$723K -$25.3K -250 -5%
WFM
2156
Wolff Financial Management
Michigan
$723K +$20.2K +200 +4%
RCM
2157
Requisite Capital Management
Texas
$723K +$45.7K +452 +10%
NFG
2158
Nadler Financial Group
Illinois
$722K +$45.5K +450 +10%
SWA
2159
SOA Wealth Advisors
New York
$722K +$8.09K +80 +2%
AFG
2160
Albion Financial Group
Utah
$721K +$101K +1,000 +24%
OBWG
2161
Onyx Bridge Wealth Group
New York
$720K -$160K -1,581 -23%
NC
2162
NewSquare Capital
Pennsylvania
$720K +$522K +5,158 New
SFS
2163
Security Financial Services
Indiana
$720K +$11.3K +112 +2%
S
2164
Sunpointe
Missouri
$719K -$2.23K -22 -0.4%
AIIMS
2165
Analyst IMS Investment Management Services
Israel
$719K – – –
PIA
2166
Pinion Investment Advisors
Kansas
$718K +$520K +5,139 New
ZIG
2167
Zullo Investment Group
Pennsylvania
$716K -$160K -1,584 -24%
MWM
2168
Mattern Wealth Management
Kansas
$715K – – –
HCWM
2169
Hidden Cove Wealth Management
Washington
$714K +$517K +5,112 New
AMG
2170
Asset Management Group
Connecticut
$714K – – –
QPBE
2171
Quintet Private Bank (Europe)
Luxembourg
$712K – – –
F4L
2172
Fortune 45 LLC
Louisiana
$712K +$516K +5,098 New
AWF
2173
Alpha Wealth Funds
Utah
$710K +$516K +5,100 New
FCG
2174
Fielder Capital Group
Tennessee
$709K -$176K -1,745 -26%
CPL
2175
Capital & Planning LLC
Georgia
$709K -$95.7K -946 -16%