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Name Holding Trade Value Shares
Change
Change in
Stake
MC
1301
Mathes Company
New York
$242K +$220K +2,675 New
BTWM
1302
Baker Tilly Wealth Management
Wisconsin
$241K +$220K +2,671 New
LP
1303
LGL Partners
Pennsylvania
$241K +$220K +2,668 New
CI Investments Inc
1304
CI Investments Inc
Ontario, Canada
$238K -$25.8K -313 -11%
APA
1305
Astoria Portfolio Advisors
New York
$238K -$23.9K -290 -10%
CT
1306
Clearstead Trust
Maine
$238K +$9.63K +117 +5%
OWP
1307
Obermeyer Wealth Partners
Colorado
$238K +$216K +2,629 New
ZCP
1308
Z3 Capital Partners
Virginia
$238K +$216K +2,628 New
CIAS
1309
CFS Investment Advisory Services
New Jersey
$237K +$234K +2,836 New
SP
1310
SmartHarvest Portfolios
Washington
$236K -$36.4K -442 -14%
APM
1311
a16z Perennial Management
California
$236K +$215K +2,606 New
VFM
1312
Vision Financial Markets
Connecticut
$236K +$82 +1 +0%
NL
1313
NWAM LLC
Washington
$235K +$214K +2,595 New
SWGC
1314
Summit Wealth Group (Colorado)
Colorado
$235K +$214K +2,594 New
RWM
1315
Ritholtz Wealth Management
New York
$234K +$213K +2,584 New
CA
1316
CGN Advisors
Kansas
$233K +$212K +2,575 New
RCA
1317
Ranch Capital Advisors
Florida
$232K +$212K +2,572 New
SWP
1318
Strategic Wealth Partners
Ohio
$232K
BLFG
1319
Brian Low Financial Group
Louisiana
$232K +$212K +2,569 New
GC
1320
Granville Capital
North Carolina
$232K +$212K +2,569 New
DI
1321
Disciplined Investors
Texas
$229K +$209K +2,536 New
EFSCE
1322
Enterprise Financial Services Corp (EFSC)
Missouri
$229K +$208K +2,532 New
CG
1323
Clarus Group
Texas
$229K +$208K +2,530 New
LT
1324
Legacy Trust
Michigan
$228K +$208K +2,521 New
DWM
1325
Drive Wealth Management
Utah
$228K +$207K +2,519 New