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Name Holding Trade Value Shares
Change
Change in
Stake
LWMNY
5451
Landmark Wealth Management (New York)
New York
$460K -$4.08K -10 -0.8%
TAM
5452
TCP Asset Management
Ohio
$460K -$15.1K -37 -3%
EFG
5453
Ehrlich Financial Group
California
$459K +$21.6K +53 +5%
BFP
5454
Beacon Financial Planning
Massachusetts
$458K +$408 +1 +0.1%
IWM
5455
IMG Wealth Management
Florida
$454K -$2.45K -6 -0.5%
BSG
5456
Black Swift Group
Colorado
$452K -$5.72M -14,037 -92%
5W
5457
5T Wealth
California
$452K +$70.5K +173 +17%
PCM
5458
Ping Capital Management
New York
$450K +$245K +600 +100%
T
5459
TrueFG
Texas
$448K -$4.89K -12 -1%
PWM
5460
PTM Wealth Management
United States
$448K +$515K +1,264 New
GG
5461
GenWealth Group
New Jersey
$443K -$83.2K -204 -15%
PWA
5462
Principia Wealth Advisory
Texas
$443K +$33.4K +82 +8%
PFG
5463
Pinnacle Financial Group
Illinois
$442K +$46.5K +114 +11%
GWAM
5464
Guardian Wealth Advisors (Minnesota)
Minnesota
$440K -$9.38K -23 -2%
SWM
5465
Sagace Wealth Management
Florida
$437K -$176K -432 -27%
BTIM
5466
BancFirst Trust & Investment Management
Oklahoma
$436K -$375K -921 -44%
JWM
5467
JFG Wealth Management
Colorado
$435K -$544K -1,335 -54%
KTA
5468
Keeley-Teton Advisors
Illinois
$434K -$102K -250 -18%
BF
5469
Brooklyn FI
New York
$433K +$470K +1,154 New
FWM
5470
FMA Wealth Management
Massachusetts
$432K -$10.2K -25 -2%
SIAS
5471
Summit Investment Advisory Services
Minnesota
$431K +$144K +354 +45%
AC
5472
Avant Capital
Louisiana
$430K -$3.67K -9 -0.8%
DIM
5473
DC Investments Management
Virginia
$429K +$466K +1,142 New
WAM
5474
WFA Asset Management
Wisconsin
$427K +$78.3K +192 +23%
SPW
5475
Surience Private Wealth
Washington
$425K -$4.04M -9,921 -90%