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Name Holding Trade Value Shares
Change
Change in
Stake
RYIA
1901
Roehl & Yi Investment Advisors
Oregon
$208K
HHGA
1902
Halbert Hargrove Global Advisors
California
$208K +$207K +1,268 +3,963%
IWN
1903
Independent Wealth Network
Iowa
$206K -$4.91K -30 -2%
3F
1904
360 Financial
Minnesota
$206K +$210K +1,285 New
LAM
1905
LECAP Asset Management
United Kingdom
$206K +$210K +1,285 New
FWP
1906
Falcon Wealth Planning
California
$206K +$210K +1,284 New
AWS
1907
Arkfeld Wealth Strategies
Nebraska
$206K +$206K +1,262 New
CWM
1908
Core Wealth Management
Florida
$205K +$209K +1,281 New
GGS
1909
Galvin Gaustad & Stein
Arizona
$205K +$209K +1,280 New
EWS
1910
Eagle Wealth Strategies
New Jersey
$205K +$209K +1,278 New
PFGIA
1911
Patriot Financial Group Insurance Agency
Massachusetts
$205K +$209K +1,278 New
SFWC
1912
Strategic Family Wealth Counselors
New Jersey
$205K
PWM
1913
Palumbo Wealth Management
New York
$203K +$208K +1,270 New
APW
1914
Aurora Private Wealth
New Jersey
$203K +$208K +1,269 New
PAA
1915
Peregrine Asset Advisers
Oregon
$203K +$207K +1,267 New
FAC
1916
Financial Advisory Corporation
Michigan
$203K +$207K +1,266 New
PGWM
1917
Parisi Gray Wealth Management
New Jersey
$202K +$206K +1,262 New
ES
1918
Element Squared
Minnesota
$202K +$206K +1,262 New
SCM
1919
SOL Capital Management
Maryland
$202K +$206K +1,260 New
QCIG
1920
Quad-Cities Investment Group
Iowa
$202K -$13.2K -81 -6%
TWM
1921
Thryve Wealth Management
Texas
$202K +$206K +1,260 New
CSPIA
1922
Cary Street Partners Investment Advisory
Virginia
$202K +$2.13K +13 +1%
VCM
1923
Versant Capital Management
Arizona
$201K +$11.3K +69 +6%
TP
1924
TritonPoint Partners
Maryland
$201K +$206K +1,257 New
RWP
1925
Revolve Wealth Partners
New Jersey
$201K +$205K +1,255 New