Name Holding Trade Value Shares
Change
Change in
Stake
MWM
5801
Magnolia Wealth Management
Alabama
$178K +$187K +1,019 New
NOI
5802
Newton One Investments
Delaware
$174K – – –
IMA
5803
Investment Management Associates
Colorado
$174K -$183K -1,000 -50%
SC
5804
Skylands Capital
Wisconsin
$174K +$183K +1,000 New
1IA
5805
1620 Investment Advisors
Massachusetts
$172K – – –
IWS
5806
Intentional Wealth Strategies
Colorado
$169K +$177K +967 New
WCM
5807
Westend Capital Management
California
$166K +$20.9K +114 +14%
ZC
5808
Zeit Capital
Colorado
$157K – – –
MS
5809
Mizuho Securities
Japan
$155K +$161K +880 +8,800%
GCM
5810
Glynn Capital Management
California
$155K -$19.1K -104 -10%
SC
5811
Stance Capital
Massachusetts
$152K -$4.41M -24,044 -97%
MS
5812
Monetary Solutions
Ohio
$151K – – –
PFO
5813
Pioneer Family Office
Florida
$150K – – –
FAI
5814
Fiduciary Advisors Inc
Missouri
$149K – – –
EI
5815
Ecofi Investissements
France
$148K – – –
DCM
5816
Disciplina Capital Management
Tennessee
$147K – – –
MTI
5817
Merrithew & Thorsten Inc
California
$139K – – –
CWM
5818
Copia Wealth Management
Oregon
$134K -$13.2K -72 -9%
LFA
5819
LGT Financial Advisors
Texas
$132K – – –
GCM
5820
Gladstone Capital Management
United Kingdom
$127K -$49.7K -271 -27%
DWA
5821
Delos Wealth Advisors
Texas
$126K +$53.2K +290 +67%
LIA
5822
Luken Investment Analytics
Tennessee
$108K -$49.9K -272 -30%
TC
5823
Tacita Capital
Ontario, Canada
$107K – – –
SWA
5824
Strategic Wealth Advisors
Arizona
$107K – – –
WT
5825
WHI Trust
Illinois
$104K -$16K -87 -13%