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Name Holding Trade Value Shares
Change
Change in
Stake
BW
1501
Bison Wealth
Georgia
$233K -$20.6K -308 -9%
HNW
1502
High Note Wealth
Minnesota
$232K +$199K +2,974 New
WBG
1503
Wharton Business Group
Pennsylvania
$232K +$199K +2,975 New
FBB
1504
Fulton Breakefield Broenniman
Maryland
$232K +$199K +2,970 New
CFA
1505
CWS Financial Advisors
Michigan
$230K +$197K +2,948 New
NJIM
1506
Nabity-Jensen Investment Management
Nebraska
$230K +$197K +2,942 New
MTIM
1507
Marathon Trading Investment Management
Pennsylvania
$229K -$1.39M -20,847 -88%
WA
1508
WESPAC Advisors
California
$227K +$195K +2,914 New
VWM
1509
Venturi Wealth Management
Texas
$227K -$8.09K -121 -4%
LA
1510
LexAurum Advisors
Kansas
$227K +$194K +2,903 New
KWM
1511
Koa Wealth Management
California
$226K +$194K +2,900 New
OPW
1512
Osprey Private Wealth
New York
$226K +$194K +2,900 New
SHF
1513
Safe Harbor Fiduciary
Florida
$226K +$194K +2,900 New
SC
1514
Saturna Capital
Washington
$226K +$194K +2,900 New
RFN
1515
RDA Financial Network
Iowa
$225K +$193K +2,882 New
WKWM
1516
Walter & Keenan Wealth Management
Indiana
$224K +$192K +2,876 New
Cohen & Steers
1517
Cohen & Steers
New York
$224K +$46.7K +698 +32%
ACGA
1518
Atlanta Consulting Group Advisors
Georgia
$222K +$190K +2,843 New
AO
1519
Advisor OS
Illinois
$221K +$189K +2,830 New
MFS
1520
Madrona Financial Services
Washington
$220K +$189K +2,824 New
MA
1521
MJP Associates
Connecticut
$220K +$189K +2,823 New
GF
1522
Gries Financial
Ohio
$220K +$189K +2,822 New
SLWA
1523
San Luis Wealth Advisors
California
$220K +$200K +2,984 New
PWMG
1524
Pinnacle Wealth Management Group
Michigan
$220K +$188K +2,814 New
CCA
1525
Cobblestone Capital Advisors
New York
$219K -$54.6K -816 -22%