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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1801
Sightline Wealth Advisors
Connecticut
$554K +$78K +2,929 +17%
WF
1802
Warner Financial
Maryland
$554K – – –
Financial Engines Advisors
1803
Financial Engines Advisors
California
$554K +$93.8K +3,522 +22%
PNFS
1804
PW Nova Financial Services
Pennsylvania
$551K +$15.6K +585 +3%
NEPPG
1805
New England Professional Planning Group
Rhode Island
$551K -$109K -4,086 -17%
MFC
1806
Mechanics Financial Corp
Ohio
$550K -$7.85K -295 -1%
TFA
1807
Transamerica Financial Advisors
Florida
$550K +$287K +10,781 +123%
PIA
1808
Perennial Investment Advisors
California
$550K -$33.6K -1,261 -6%
CGH
1809
CMG Global Holdings
Texas
$549K +$2.66K +100 +0.5%
PWM
1810
Palacios Wealth Management
Florida
$549K +$240K +9,012 +78%
WKSWA
1811
White Knight Strategic Wealth Advisors
New Jersey
$548K -$147K -5,521 -22%
TWP
1812
Tyche Wealth Partners
Texas
$547K -$43K -1,615 -8%
LI
1813
Lafayette Investments
Maryland
$545K -$21K -788 -4%
PB
1814
Pinnacle Bancorp
Nebraska
$544K -$18.6K -700 -3%
GHA
1815
Granite Harbor Advisors
Texas
$544K +$55.7K +2,092 +12%
RBWA
1816
RFG - Bristol Wealth Advisors
Massachusetts
$544K -$3.09K -116 -0.6%
GSIAS
1817
Garden State Investment Advisory Services
New Jersey
$544K +$60.2K +2,263 +13%
CC
1818
Climber Capital
Switzerland
$543K +$515K +19,350 New
BV
1819
Boxwood Ventures
Illinois
$540K – – –
DV Trading
1820
DV Trading
Illinois
$540K +$418K +15,693 +442%
KWMG
1821
King Wealth Management Group
Florida
$540K -$9.48K -356 -2%
BLWM
1822
Bucket List Wealth Management
Florida
$540K -$17.3K -651 -3%
BP
1823
BBR Partners
New York
$538K -$211K -7,918 -29%
PL
1824
PeakShares LLC
Florida
$536K -$32.1K -1,206 -6%
SAM
1825
Summit Asset Management
Tennessee
$535K -$7.19K -270 -1%