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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
2226
JGP Wealth Management
Oregon
$574K -$121K -1,374 -15%
AA
2227
Aire Advisors
California
$574K – – –
Blackstone Inc
2228
Blackstone Inc
New York
$571K – – –
NFP
2229
Narus Financial Partners
Utah
$570K +$70K +795 +11%
FHC
2230
First Heartland Consultants
Missouri
$570K -$124K -1,405 -15%
SR
2231
Swiss Re
Switzerland
$569K +$627K +7,123 +838%
LFP
2232
Lakeshore Financial Planning
Michigan
$569K +$355K +4,027 +102%
CNAM
2233
Campbell Newman Asset Management
Wisconsin
$568K +$700K +7,950 New
SHFG
2234
S Harris Financial Group
Texas
$567K -$19K -216 -3%
KCFA
2235
Key Client Fiduciary Advisors
New Jersey
$567K -$29.1K -330 -4%
ITG
2236
Index Technologies Group
New York
$566K +$18.3K +208 +3%
NHC
2237
Nicholas Hoffman & Company
Georgia
$565K -$21.8K -248 -3%
WPW
2238
Watershed Private Wealth
Illinois
$565K +$169K +1,920 +32%
RMC
2239
Resources Management Corp
Connecticut
$564K -$1.94K -22 -0.3%
WQ
2240
Wealth Quarterback
New Jersey
$563K +$432K +4,907 +165%
RFN
2241
Redwood Financial Network
Ohio
$563K -$86.4K -981 -11%
MCCP
2242
Mission Creek Capital Partners
California
$563K -$131K -1,490 -16%
ACA
2243
Ackerman Capital Advisors
Texas
$562K – – –
TPWA
2244
TRUE Private Wealth Advisors
Oregon
$562K -$38.7K -439 -5%
BFO
2245
Biltmore Family Office
North Carolina
$561K +$7.84K +89 +1%
GBWM
2246
Granite Bay Wealth Management
New Hampshire
$560K +$483K +5,484 +232%
OAM
2247
Oak Asset Management
California
$559K -$29.1K -330 -4%
EFG
2248
Elevated Financial Group
Indiana
$557K -$146K -1,653 -17%
GCM
2249
Generation Capital Management
New York
$557K -$30.8K -350 -4%
BWM
2250
Bluebird Wealth Management
Massachusetts
$556K -$1.15M -13,008 -63%