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Name Holding Trade Value Shares
Change
Change in
Stake
LP
5751
LGL Partners
Pennsylvania
$225K – – –
EW
5752
Evexia Wealth
Wisconsin
$225K +$367 +2 +0.2%
TWP
5753
TFO Wealth Partners
Ohio
$225K +$236K +1,288 New
LWP
5754
LeClair Wealth Partners
Ohio
$224K -$3.61M -19,695 -94%
BWAM
5755
Blue Water Asset Management
Michigan
$224K +$9.54K +52 +4%
DMKJ
5756
David M. Knott Jr
$223K – – –
T2I
5757
Turim 21 Investimentos
Brazil
$221K +$137K +749 +144%
HA
5758
Hamel Associates
New Jersey
$221K -$50.5K -275 -18%
TWM
5759
Tumwater Wealth Management
Idaho
$220K +$3.67K +20 +2%
WFS
5760
Walker Financial Services
Kentucky
$219K -$20.2K -110 -8%
Wasatch Advisors
5761
Wasatch Advisors
Utah
$218K -$3.85K -21 -2%
BFS
5762
Beacon Financial Strategies
North Carolina
$218K – – –
MF
5763
Meridian Financial
Massachusetts
$218K -$9.54K -52 -4%
IPW
5764
Inlet Private Wealth
Florida
$218K – – –
CFS
5765
Compass Financial Services
Iowa
$218K +$16.5K +90 +8%
RWFS
5766
Rayburn West Financial Services
Tennessee
$217K +$174K +947 New
PFA
5767
Presper Financial Architects
Ohio
$217K +$18.2K +99 +9%
BWG
5768
Balanced Wealth Group
Ohio
$217K +$228K +1,242 New
HWA
5769
HighRoad Wealth Advisors
Oregon
$216K – – –
CAIM
5770
Catherine Avery Investment Management
Florida
$215K -$32.5K -177 -13%
FAM
5771
Forte Asset Management
New York
$215K – – –
MPW
5772
MGO Private Wealth
California
$215K -$1.83M -9,991 -89%
SCS
5773
Southern Capital Services
Alabama
$213K – – –
HC
5774
Hoese & Co
Minnesota
$213K – – –
CMP
5775
Coston McIsaac & Partners
Maine
$212K +$69.3K +378 +45%