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Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
2501
Global Financial Private Client
Florida
$238K
WW
2502
Waterfront Wealth
Kansas
$238K -$4.05K -146 -2%
GI
2503
Gradient Investments
Minnesota
$237K -$326K -11,758 -58%
LA
2504
Lakeside Advisors
Washington
$236K -$27.7K -1,000 -11%
LFM
2505
LGT Fund Management
Liechtenstein
$236K +$236K +8,500 New
VC
2506
Vicus Capital
Pennsylvania
$235K -$11.4K -410 -5%
SIG
2507
Sargent Investment Group
Maryland
$235K -$194K -6,982 -45%
AAP
2508
Arax Advisory Partners
Colorado
$235K +$3.55K +128 +2%
SIA
2509
Sage Investment Advisers
New York
$234K +$30.8K +1,109 +15%
GFG
2510
Goldstone Financial Group
Illinois
$234K -$27.3K -985 -10%
RWS
2511
Resolute Wealth Strategies
Mississippi
$234K -$36.4K -1,312 -13%
HNW
2512
High Note Wealth
Minnesota
$233K -$4K -144 -2%
LEA
2513
Legacy Edge Advisors
New York
$233K +$7.46K +269 +3%
MLFP
2514
MPS Loria Financial Planners
Illinois
$233K -$16.7K -601 -7%
SPA
2515
Sentinel Pension Advisors
Massachusetts
$233K +$233K +8,388 New
KA
2516
Klingman & Associates
New York
$233K -$103K -3,717 -31%
SDWMA
2517
Schneider Downs Wealth Management Advisors
Pennsylvania
$232K +$232K +8,364 New
FWSM
2518
First Wilshire Securities Management
California
$232K
SAW
2519
Signal Advisors Wealth
Michigan
$232K +$232K +8,359 New
SIAG
2520
Safeguard Investment Advisory Group
California
$232K -$45.2K -1,629 -16%
FNWA
2521
Financial Network Wealth Advisors
Utah
$231K +$7.66K +276 +3%
BTWM
2522
Brass Tax Wealth Management
Ohio
$231K +$231K +8,312 New
MWC
2523
MBM Wealth Consultants
Missouri
$230K -$8.57K -309 -4%
FWM
2524
Fairhaven Wealth Management
Illinois
$230K -$60.7K -2,188 -21%
AWA
2525
Aaron Wealth Advisors
Illinois
$230K +$33.8K +1,218 +17%