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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
3001
MinichMacGregor Wealth Management
New York
$313K +$26.9K +261 +9%
SAMT
3002
Select Asset Management & Trust
Pennsylvania
$313K +$81.4K +790 +34%
PW
3003
PUREfi Wealth
Massachusetts
$312K +$324K +3,139 New
OPW
3004
Osprey Private Wealth
New York
$311K +$7.73K +75 +2%
AR
3005
Apeiron RIA
Texas
$311K +$80.6K +782 +33%
WAAG
3006
Wealth Alliance Advisory Group
Kansas
$310K -$425K -4,121 -57%
GB
3007
Goepper Burkhardt
South Carolina
$310K -$8.04K -78 -2%
OWA
3008
Opal Wealth Advisors
New York
$309K -$18.5K -179 -5%
SIA
3009
Sovereign Investment Advisors
Arizona
$309K +$321K +3,111 New
Cohen & Steers
3010
Cohen & Steers
New York
$309K -$23.1K -224 -7%
FTUS
3011
Flow Traders U.S.
New York
$309K +$320K +3,104 New
KIA
3012
Knollwood Investment Advisory
Maryland
$308K -$322K -3,126 -50%
PCM
3013
Payne Capital Management
New York
$307K +$319K +3,091 New
PSC
3014
Prentiss Smith & Co
Vermont
$307K
MFG
3015
Menard Financial Group
Texas
$307K +$22.5K +218 +8%
WCFA
3016
Walkner Condon Financial Advisors
Wisconsin
$307K -$166K -1,610 -34%
SFP
3017
Sterling Financial Planning
New Jersey
$306K +$101K +975 +46%
BCM
3018
Buckhead Capital Management
Georgia
$306K +$36.1K +350 +13%
TWA
3019
Talisman Wealth Advisors
New Jersey
$305K -$17.1K -166 -5%
LAM
3020
Lewis Asset Management
California
$305K +$25.8K +250 +9%
LIA
3021
Lynx Investment Advisory
District of Columbia
$305K +$14K +136 +5%
MWA
3022
Motive Wealth Advisors
Michigan
$305K +$20K +194 +7%
IW
3023
Instrumental Wealth
Florida
$305K -$24K -233 -6%
SW
3024
Simplicity Wealth
New Jersey
$304K -$2.58M -25,062 -89%
I
3025
INVST
Indiana
$304K -$722 -7 -0.2%