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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1901
Muirfield Wealth Advisors
North Carolina
$209K +$818 +5 +0.4%
II
1902
Impact Investors
California
$209K +$654 +4 +0.3%
RYIA
1903
Roehl & Yi Investment Advisors
Oregon
$208K – – –
HHGA
1904
Halbert Hargrove Global Advisors
California
$208K +$207K +1,268 +3,963%
IWN
1905
Independent Wealth Network
Iowa
$206K -$4.91K -30 -2%
3F
1906
360 Financial
Minnesota
$206K +$210K +1,285 New
LAM
1907
LECAP Asset Management
United Kingdom
$206K +$210K +1,285 New
FWP
1908
Falcon Wealth Planning
California
$206K +$210K +1,284 New
AWS
1909
Arkfeld Wealth Strategies
Nebraska
$206K +$206K +1,262 New
CWM
1910
Core Wealth Management
Florida
$205K +$209K +1,281 New
GGS
1911
Galvin Gaustad & Stein
Arizona
$205K +$209K +1,280 New
EWS
1912
Eagle Wealth Strategies
New Jersey
$205K +$209K +1,278 New
PFGIA
1913
Patriot Financial Group Insurance Agency
Massachusetts
$205K +$209K +1,278 New
SFWC
1914
Strategic Family Wealth Counselors
New Jersey
$205K – – –
PWM
1915
Palumbo Wealth Management
New York
$203K +$208K +1,270 New
APW
1916
Aurora Private Wealth
New Jersey
$203K +$208K +1,269 New
PAA
1917
Peregrine Asset Advisers
Oregon
$203K +$207K +1,267 New
FAC
1918
Financial Advisory Corporation
Michigan
$203K +$207K +1,266 New
PGWM
1919
Parisi Gray Wealth Management
New Jersey
$202K +$206K +1,262 New
ES
1920
Element Squared
Minnesota
$202K +$206K +1,262 New
SCM
1921
SOL Capital Management
Maryland
$202K +$206K +1,260 New
QCIG
1922
Quad-Cities Investment Group
Iowa
$202K -$13.2K -81 -6%
TWM
1923
Thryve Wealth Management
Texas
$202K +$206K +1,260 New
CSPIA
1924
Cary Street Partners Investment Advisory
Virginia
$202K +$2.13K +13 +1%
VCM
1925
Versant Capital Management
Arizona
$201K +$11.3K +69 +6%