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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
2301
Plotkin Financial Advisors
Maryland
$651K – – –
MWA
2302
Monograph Wealth Advisors
California
$650K -$76K -962 -11%
LFG
2303
Lazard Frères Gestion
France
$650K – – –
AEPWM
2304
Atlantic Edge Private Wealth Management
Florida
$649K +$158 +2 +0%
LFA
2305
Laraway Financial Advisors
Minnesota
$648K -$1.26K -16 -0.2%
ABWM
2306
Alpine Bank Wealth Management
Colorado
$648K -$395 -5 -0.1%
GFA
2307
Gladwyn Financial Advisors
Virginia
$645K – – –
DBFM
2308
Dickmeyer Boyce Financial Management
Indiana
$644K +$474 +6 +0.1%
LWM
2309
Level Wealth Management
North Carolina
$644K – – –
MHR
2310
Matthew Hamilton Rosenberg
$644K +$22.2K +281 +4%
RCA
2311
Ranch Capital Advisors
Florida
$643K +$2.45K +31 +0.4%
JCM
2312
Jacobsen Capital Management
Utah
$643K +$316 +4 +0.1%
GXJ
2313
Global X Japan
Japan
$642K -$35.3K -447 -5%
WA
2314
Wealth Alliance
New York
$642K -$521K -6,597 -46%
CPA
2315
Cardiff Park Advisors
California
$642K +$395 +5 +0.1%
MWA
2316
Medallion Wealth Advisors
Connecticut
$641K -$302K -3,821 -33%
CWMS
2317
Cannon Wealth Management Services
North Carolina
$640K -$1.03K -13 -0.2%
CCA
2318
Carrera Capital Advisors
Michigan
$640K +$26K +329 +4%
LWM
2319
Laidlaw Wealth Management
New York
$639K +$621K +7,867 New
BCM
2320
Banyan Capital Management
Georgia
$637K -$11.5K -145 -2%
OWCM
2321
One Wealth Capital Management
Arizona
$636K +$366K +4,639 +145%
CWM
2322
Challenger Wealth Management
California
$635K +$20.1K +254 +3%
PG
2323
Prostatis Group
Maryland
$634K +$368K +4,661 +149%
LSIA
2324
LaSalle St. Investment Advisors
Illinois
$631K +$1.74K +22 +0.3%
BCPWM
2325
Bradley & Co Private Wealth Management
Florida
$629K – – –