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Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1851
High Note Wealth
Minnesota
$212K +$1.72K +16 +0.7%
TWM
1852
TriaGen Wealth Management
California
$211K – – –
TIA
1853
Tiemann Investment Advisors
California
$211K +$4.84K +45 +2%
MLFP
1854
MPS Loria Financial Planners
Illinois
$211K +$12.8K +119 +5%
3F
1855
360 Financial
Minnesota
$210K -$323 -3 -0.1%
VCM
1856
Vivaldi Capital Management
Illinois
$210K +$861 +8 +0.3%
SW
1857
StrongBox Wealth
Missouri
$209K -$143K -1,329 -35%
SIA
1858
Soltis Investment Advisors
Utah
$209K -$13.5K -125 -5%
LWP
1859
Legacy Wealth Planning
Nevada
$209K -$1.72K -16 -0.6%
SDWMA
1860
Schneider Downs Wealth Management Advisors
Pennsylvania
$209K – – –
SAM
1861
Summit Asset Management
Tennessee
$209K +$6.24K +58 +2%
CG
1862
Carmignac Gestion
France
$208K -$108K -1,000 -29%
TA
1863
Tiedemann Advisors
New York
$208K -$59.1K -549 -18%
RW
1864
Rede Wealth
Virginia
$208K -$21.2K -197 -7%
AWA
1865
AmeriServ Wealth Advisors
Pennsylvania
$208K -$108 -1 -0%
AMC
1866
Asset Management Corp
Illinois
$208K +$108 +1 +0%
ISL
1867
Ingalls & Snyder LLC
New York
$207K +$1.94K +18 +0.7%
FWM
1868
FFT Wealth Management
Pennsylvania
$207K +$268K +2,490 New
MA
1869
MJP Associates
Connecticut
$206K -$7.75K -72 -3%
HC
1870
Hendley & Co
Ohio
$206K – – –
MHR
1871
Matthew Hamilton Rosenberg
$206K +$215 +2 +0.1%
AC
1872
ASB Consultores
Florida
$206K +$10.6K +98 +4%
KWMG
1873
King Wealth Management Group
Florida
$205K -$10.7K -99 -4%
SWM
1874
Stockman Wealth Management
Montana
$205K +$969 +9 +0.4%
LAM
1875
L2 Asset Management
Massachusetts
$205K +$32.8K +305 +14%
73 74
75
76 77