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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1551
Falcon Wealth Planning
California
$224K +$10K +147 +5%
WKWM
1552
Walter & Keenan Wealth Management
Indiana
$224K -$14.7K -216 -6%
MFG
1553
Magnus Financial Group
New York
$223K +$36.4K +534 +19%
RCG
1554
Regatta Capital Group
California
$223K +$19.5K +286 +9%
PAIM
1555
Punch & Associates Investment Management
Minnesota
$223K
WPC
1556
Wedmont Private Capital
Pennsylvania
$221K -$371K -5,441 -64%
GA
1557
GraniteShares Advisors
New York
$221K -$10.2K -149 -4%
AA
1558
Alta Advisers
United Kingdom
$220K
LWM
1559
Lodestone Wealth Management
Washington
$220K -$3.07K -45 -1%
PHAM
1560
Palisades Hudson Asset Management
Florida
$220K
MIM
1561
Meridiem Investment Management
United Kingdom
$218K
BWM
1562
BerganKDV Wealth Management
Minnesota
$218K -$50.4K -740 -18%
MW
1563
Marcum Wealth
Ohio
$218K -$106K -1,552 -32%
DA
1564
Dover Advisors
Virginia
$217K -$26.9K -395 -11%
SBH
1565
Segall Bryant & Hamill
Illinois
$216K +$886 +13 +0.4%
GSEP
1566
Golden State Equity Partners
California
$215K +$220K +3,224 New
MTIM
1567
Marathon Trading Investment Management
Pennsylvania
$215K +$220K +3,223 New
BTI
1568
Blue Trust Inc
Georgia
$215K -$81.5K -1,195 -30%
CAM
1569
Cidel Asset Management
Ontario, Canada
$215K -$2.59K -38 -1%
QC
1570
Quent Capital
New York
$214K -$35.7K -524 -14%
MTC
1571
McDaniel Terry & Co
Texas
$214K -$201K -2,949 -48%
CI Investments Inc
1572
CI Investments Inc
Ontario, Canada
$214K +$10.7K +157 +5%
EI
1573
Ellevest Inc
New York
$213K -$153K -2,244 -41%
PL
1574
Plancorp LLC
Missouri
$213K -$15.2K -223 -7%
FBB
1575
Fulton Breakefield Broenniman
Maryland
$213K -$4.57K -67 -2%