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Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
3176
Investment Research & Advisory Group
Georgia
$315K -$447K -3,822 -61%
API
3177
Asset Planning Inc
California
$315K +$2.93K +25 +1%
B
3178
Birchbrook
Maine
$315K -$15.2K -130 -5%
CHA
3179
Cooper/Haims Advisors
New York
$315K
NEWAS
3180
N.E.W. Advisory Services
Wisconsin
$315K -$10.7K -91 -4%
HP
3181
Haven Private
Florida
$314K
PHWM
3182
Pine Harbor Wealth Management
Maryland
$313K +$234 +2 +0.1%
BDL
3183
Banque de Luxembourg
Luxembourg
$313K -$59.2K -506 -17%
PCP
3184
Panoramic Capital Partners
Oregon
$313K +$53.7K +459 +23%
BC
3185
Brio Consultants
California
$312K +$23.6K +202 +9%
AWA
3186
Aletheian Wealth Advisors
Washington
$312K +$51K +436 +22%
LGW
3187
Leslie Global Wealth
Illinois
$312K +$1.99K +17 +0.7%
SSWM
3188
Strait & Sound Wealth Management
California
$311K
WIA
3189
Wealthedge Investment Advisors
New York
$311K
LWA
3190
Lantern Wealth Advisors
New York
$310K +$117 +1 +0%
RCA
3191
Ranch Capital Advisors
Florida
$310K
OPOWM
3192
One Plus One Wealth Management
Florida
$310K -$10.2K -87 -3%
ACM
3193
Alessandra Capital Management
California
$310K
BRG
3194
Bay Rivers Group
Virginia
$309K +$47.2K +403 +20%
SPI
3195
Santori & Peters Inc
Pennsylvania
$309K +$2.69K +23 +1%
SWA
3196
ShankerValleau Wealth Advisors
Illinois
$309K
PWA
3197
Pitcairn Wealth Advisors
Pennsylvania
$308K +$281K +2,397 New
Cohen & Steers
3198
Cohen & Steers
New York
$308K
RA
3199
Riverstone Advisors
Texas
$308K +$18.1K +155 +7%
PCM
3200
Pointe Capital Management
Michigan
$307K -$5.27K -45 -2%