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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
901
TriaGen Wealth Management
California
$256K -$8.91K -56 -3%
IWC
902
Integrated Wealth Concepts
Massachusetts
$252K +$259K +1,630 New
Millennium Management
903
Millennium Management
New York
$251K -$26.6M -167,509 -99%
Bank Julius Baer & Co
904
Bank Julius Baer & Co
Switzerland
$251K +$116K +730 +82%
VWM
905
Vigilare Wealth Management
Arizona
$251K -$47.7K -300 -16%
PP
906
Patron Partners
Texas
$249K -$795 -5 -0.3%
VSQM
907
V-Square Quantitative Management
Illinois
$249K +$256K +1,610 New
RCAG
908
Rehmann Capital Advisory Group
Michigan
$249K -$10.5K -66 -4%
SA
909
Syntax Advisors
New York
$248K -$112K -707 -31%
VCG
910
Vantage Consulting Group
Virginia
$248K -$112K -707 -31%
WBCM
911
Wilson & Boucher Capital Management
California
$247K -$47.7K -300 -16%
NFC
912
Northeast Financial Consultants
Connecticut
$247K
VCP
913
Vista Capital Partners
Oregon
$247K
SCM
914
Shelton Capital Management
Colorado
$246K -$21.2K -133 -8%
GWAM
915
Guardian Wealth Advisors (Minnesota)
Minnesota
$245K +$252K +1,587 New
CAMG
916
CWA Asset Management Group
Florida
$245K -$1.7M -10,689 -87%
CC
917
Chicago Capital
Illinois
$245K
JF
918
Joule Financial
Kentucky
$244K +$2.23K +14 +0.9%
SIC
919
Samalin Investment Counsel
New York
$243K +$795 +5 +0.3%
CF
920
Copperwynd Financial
Arizona
$241K -$7.48K -47 -3%
PCMC
921
Paragon Capital Management (Colorado)
Colorado
$239K -$1.11K -7 -0.5%
TIM
922
Tortoise Investment Management
New York
$239K
TWP
923
Tower Wealth Partners
Pennsylvania
$238K +$245K +1,538 New
KI
924
Kula Investments
Illinois
$237K -$168K -1,056 -41%
GT
925
Glenview Trust
Kentucky
$236K +$244K +1,531 New