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Name Holding Trade Value Shares
Change
Change in
Stake
P
5876
Palladiem
Pennsylvania
$550K +$566K +1,129 New
DFG
5877
DiPaolo Financial Group
Florida
$549K +$569K +1,135 New
LFWA
5878
LBJ Family Wealth Advisors
Texas
$547K -$102K -204 -15%
SMAM
5879
Sugar Maple Asset Management
Wisconsin
$547K +$501 +1 +0.1%
FWM
5880
Forteris Wealth Management
New York
$546K +$565K +1,128 New
HCA
5881
Hyperion Capital Advisors
New York
$545K
BWMG
5882
Bannerman Wealth Management Group
Texas
$545K +$47.1K +94 +9%
LIM
5883
Lagoda Investment Management
New York
$544K
SF
5884
Steffes Financial
Kansas
$543K +$563K +1,123 New
SA
5885
Sicart Associates
New York
$543K
WAT
5886
Wealth Advisory Team
Kentucky
$542K +$562K +1,121 New
CH
5887
CDKV Holdings
Colorado
$542K +$562K +1,121 New
KPWM
5888
KDK Private Wealth Management
Texas
$542K +$561K +1,120 New
CAS
5889
CTC Alternative Strategies
Illinois
$542K +$561K +1,120 New
TP
5890
Trailhead Planners
Minnesota
$540K +$559K +1,116 New
ICM
5891
Innovator Capital Management
Illinois
$540K -$117K -233 -17%
FIC
5892
Family Investment Center
Missouri
$539K +$17K +34 +3%
CI
5893
Cordant Inc
Oregon
$538K
TWCA
5894
Two West Capital Advisors
Kansas
$538K -$9.52K -19 -2%
PP
5895
Pearl Planning
Michigan
$538K +$557K +1,112 New
HWMT
5896
Heritage Wealth Management (Texas)
Texas
$538K +$3.01K +6 +0.5%
PA
5897
Powerhouse Assets
Massachusetts
$537K +$557K +1,111 New
DWM
5898
DWR Wealth Management
California
$536K +$551K +1,099 New
CCAL
5899
City Center Advisors LLC
Michigan
$536K +$61.6K +123 +13%
CPC
5900
CFC Planning Company
Indiana
$535K +$57.6K +115 +12%