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Name Holding Trade Value Shares
Change
Change in
Stake
JSSH
1301
J. Safra Sarasin Holding
$210K +$183K +2,263 New
SP
1302
Stonebrook Private
Michigan
$209K +$182K +2,248 New
IFWM
1303
Institute for Wealth Management
Colorado
$209K +$181K +2,243 New
BC
1304
BDFS Capital
Delaware
$208K +$181K +2,239 New
SW
1305
SteelPeak Wealth
California
$208K -$55K -681 -23%
LGW
1306
Leslie Global Wealth
Illinois
$207K +$180K +2,231 New
ELM
1307
Elite Life Management
Florida
$207K +$199K +2,461 New
LJAC
1308
L.J. Altfest & Co
New York
$207K +$179K +2,221 New
AIC
1309
Argus Investors Counsel
New York
$206K -$41.9K -518 -19%
MWA
1310
Mills Wealth Advisors
Texas
$205K +$178K +2,209 New
RMF
1311
Red Mountain Financial
Colorado
$205K +$178K +2,203 New
MPW
1312
Magnolia Private Wealth
Pennsylvania
$205K +$178K +2,202 New
VC
1313
Veery Capital
Delaware
$204K +$177K +2,194 New
KFA
1314
Kapstone Financial Advisors
Ohio
$202K +$176K +2,177 New
EL
1315
EWA LLC
Pennsylvania
$202K +$176K +2,174 New
SFG
1316
SevenBridge Financial Group
Pennsylvania
$202K +$182K +2,258 New
MIM
1317
MTM Investment Management
South Carolina
$201K +$323 +4 +0.2%
Financial Engines Advisors
1318
Financial Engines Advisors
California
$201K +$174K +2,157 New
GIA
1319
Gladstone Institutional Advisory
Florida
$200K +$174K +2,152 New
AW
1320
Avion Wealth
Texas
$199K +$80.8K +1,000 +88%
SL
1321
Salomon & Ludwin
Virginia
$195K +$65K +805 +63%
VIA
1322
Virtus Investment Advisers
Connecticut
$193K -$13.3K -164 -7%
RFP
1323
Root Financial Partners
California
$192K -$62.6K -775 -27%
BCFD
1324
Boit C.F. David
$186K – – –
UBP
1325
Union Bancaire Privee
Switzerland
$184K – – –