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Name Holding Trade Value Shares
Change
Change in
Stake
TWG
3326
The Wealth Group
Minnesota
$203K +$208K +653 New
HWP
3327
Highline Wealth Partners
California
$203K -$637 -2 -0.3%
WAM
3328
WealthTrust Asset Management
Florida
$203K +$208K +652 New
SAFS
3329
S&A Financial Services
Kansas
$202K +$207K +651 New
AIM
3330
Access Investment Management
Georgia
$202K -$15.9K -50 -7%
HGA
3331
Hobbs Group Advisors
South Carolina
$201K +$206K +647 New
NLP
3332
Next Level Private
New York
$201K +$206K +646 New
CA
3333
Cannon Advisors
North Carolina
$201K +$205K +645 New
WWA
3334
Wingate Wealth Advisors
Massachusetts
$200K -$31.9K -100 -13%
FWA
3335
Flagship Wealth Advisors
Massachusetts
$196K – – –
CA
3336
Cache Advisors
California
$196K +$201K +631 New
IRC
3337
Investors Research Corp
Georgia
$196K -$154K -484 -43%
DF
3338
Dunhill Financial
United Kingdom
$191K -$25.2K -79 -11%
MUMSS
3339
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K -$34.7K -109 -15%
EWM
3340
Evolution Wealth Management
Florida
$189K +$54.2K +170 +39%
P
3341
Palladiem
Pennsylvania
$188K +$319 +1 +0.2%
IWP
3342
IAG Wealth Partners
Wisconsin
$187K +$16.9K +53 +10%
LFA
3343
Longview Financial Advisors
Alabama
$186K +$191K +600 New
Cohen & Steers
3344
Cohen & Steers
New York
$186K – – –
PTFIS
3345
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$186K -$330K -1,036 -63%
FGA
3346
Fortis Group Advisors
New Jersey
$181K – – –
AWM
3347
Abound Wealth Management
Tennessee
$181K +$9.56K +30 +5%
MS
3348
Monetary Solutions
Ohio
$177K – – –
DWM
3349
Darwin Wealth Management
Florida
$176K +$1.27K +4 +0.7%
SFAM
3350
Sawyer Falduto Asset Management
Illinois
$176K +$637 +2 +0.4%