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Name Holding Trade Value Shares
Change
Change in
Stake
APA
2701
Astoria Portfolio Advisors
New York
$263K +$17.9K +104 +7%
FW
2702
FirstPurpose Wealth
Utah
$262K -$15.2K -88 -5%
RFG
2703
Range Financial Group
Oregon
$262K -$1.03K -6 -0.4%
PFA
2704
Pettinga Financial Advisors
Indiana
$262K – – –
WGAM
2705
Wilkinson Global Asset Management
New York
$262K – – –
FH
2706
FWG Holdings
Florida
$261K – – –
SFS
2707
Starfox Financial Services
Texas
$261K – – –
GSIS
2708
Global Strategic Investment Solutions
Arizona
$261K +$276K +1,600 New
BWCS
2709
Beirne Wealth Consulting Services
Connecticut
$260K – – –
IAS
2710
IMA Advisory Services
Colorado
$260K +$345 +2 +0.1%
OWA
2711
Opal Wealth Advisors
New York
$260K +$689 +4 +0.3%
GP
2712
Greenline Partners
New York
$259K – – –
PFA
2713
Pathway Financial Advisors
Vermont
$258K – – –
SAM
2714
Security Asset Management
New York
$258K – – –
SAIG
2715
Semper Augustus Investments Group
Colorado
$258K – – –
CSIA
2716
Carl Stuart Investment Advisor
Texas
$258K +$1.55K +9 +0.6%
BWM
2717
BCGM Wealth Management
Indiana
$258K +$2.07K +12 +0.8%
GA
2718
Greenspring Advisors
Maryland
$257K -$21K -122 -7%
WQ
2719
Wealth Quarterback
New Jersey
$256K -$14.5K -84 -5%
CIA
2720
Cohen Investment Advisors
New Hampshire
$254K – – –
CCM
2721
Crew Capital Management
Ohio
$254K – – –
OAM
2722
Occidental Asset Management
California
$254K – – –
SIM
2723
Seaview Investment Managers
Florida
$254K – – –
SAM
2724
Sompo Asset Management
Japan
$254K +$269K +1,560 New
FCG
2725
Financial Connections Group
California
$253K – – –