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Name Holding Trade Value Shares
Change
Change in
Stake
NG
3101
NatWest Group
United Kingdom
$204K +$201K +1,767 New
RWM
3102
Revisor Wealth Management
Ohio
$204K +$201K +1,767 New
WC
3103
Wexford Capital
Florida
$204K -$3.87M -34,101 -95%
AA
3104
Alesco Advisors
New York
$203K +$200K +1,762 New
JWS
3105
Juncture Wealth Strategies
Arizona
$203K +$200K +1,761 New
BBL
3106
Beck Bode LLC
Massachusetts
$203K +$200K +1,759 New
VCP
3107
Vista Capital Partners
Oregon
$203K +$200K +1,758 New
AIM
3108
AHL Investment Management
Florida
$203K +$199K +1,756 New
Flossbach Von Storch
3109
Flossbach Von Storch
Germany
$202K +$199K +1,750 New
WDL
3110
Well Done LLC
Michigan
$202K -$59.6K -525 -23%
GWA
3111
Geometric Wealth Advisors
District of Columbia
$201K +$8.74K +77 +4%
RCWM
3112
Royal Capital Wealth Management
Indiana
$201K +$198K +1,744 New
HB
3113
Horizon Bancorp
Indiana
$201K +$148K +1,306 +298%
AFGAS
3114
Allegiance Financial Group Advisory Services
Virginia
$201K +$198K +1,740 New
UW
3115
Unique Wealth
Florida
$200K +$197K +1,734 New
GCM
3116
Goldstream Capital Management
Hong Kong
$197K +$56.3K +496 +41%
FCT
3117
First Community Trust
Iowa
$195K – – –
LF
3118
Lee Financial
Texas
$192K -$12K -106 -6%
NIMI
3119
Natixis Investment Managers International
France
$192K -$11.7K -103 -6%
IWP
3120
IAG Wealth Partners
Wisconsin
$187K – – –
NSG
3121
Nalls Sherbakoff Group
Tennessee
$186K -$56.8K -500 -23%
WPWM
3122
Western Pacific Wealth Management
Illinois
$185K – – –
FP
3123
Financial Perspectives
Minnesota
$184K – – –
AW
3124
Avion Wealth
Texas
$183K +$10.1K +89 +6%
FCG
3125
Financial Connections Group
California
$180K +$123K +1,080 +221%