Name Holding Trade Value Shares
Change
Change in
Stake
LFWA
5101
LBJ Family Wealth Advisors
Texas
$251K +$200K +1,592 New
BS
5102
Brighton Securities
New York
$251K -$57.6K -458 -22%
ECM
5103
Exchange Capital Management
Michigan
$251K +$200K +1,586 New
BOC
5104
Bull Oak Capital
California
$250K +$199K +1,585 New
EWM
5105
Endowment Wealth Management
Wisconsin
$250K +$199K +1,584 New
CWM
5106
Compass Wealth Management
Connecticut
$250K +$25.7K +204 +15%
DLHL
5107
Donald L. Hagan LLC
Florida
$250K +$199K +1,581 New
WBCM
5108
Wilson & Boucher Capital Management
California
$250K +$199K +1,581 New
KPWM
5109
KDK Private Wealth Management
Texas
$248K +$197K +1,569 New
WCM
5110
Windsor Capital Management
Arizona
$247K +$197K +1,565 New
TL
5111
Tradewinds LLC
North Carolina
$247K -$18.3M -145,802 -99%
MWA
5112
Merkkuri Wealth Advisors
New York
$247K -$442K -3,516 -69%
BWA
5113
Burt Wealth Advisors
Maryland
$247K +$197K +1,563 New
EW
5114
Evexia Wealth
Wisconsin
$247K +$180K +1,432 New
BAM
5115
BTS Asset Management
Massachusetts
$247K -$63.7K -506 -24%
FPCG
5116
Forum Private Client Group
Indiana
$246K +$196K +1,559 New
AFA
5117
AllGen Financial Advisors
Florida
$245K +$195K +1,550 New
AIM
5118
AHL Investment Management
Florida
$245K +$195K +1,550 New
LA
5119
LWM Advisors
California
$244K +$194K +1,543 New
MPW
5120
Melone Private Wealth
Michigan
$243K +$194K +1,541 New
GWA
5121
Gutierrez Wealth Advisory
Arkansas
$243K -$82.8K -658 -30%
TPWM
5122
Twelve Points Wealth Management
Massachusetts
$242K -$125K -990 -39%
GAM
5123
Gould Asset Management
California
$242K -$66.1K -525 -26%
MWML
5124
M Wealth Management LLC
California
$242K +$193K +1,530 New
TSS
5125
Two Sigma Securities
New York
$241K -$8.09M -64,296 -98%