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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1301
Institute for Wealth Management
Colorado
$209K +$181K +2,243 New
BC
1302
BDFS Capital
Delaware
$208K +$181K +2,239 New
SW
1303
SteelPeak Wealth
California
$208K -$55K -681 -23%
LGW
1304
Leslie Global Wealth
Illinois
$207K +$180K +2,231 New
ELM
1305
Elite Life Management
Florida
$207K +$199K +2,461 New
LJAC
1306
L.J. Altfest & Co
New York
$207K +$179K +2,221 New
AIC
1307
Argus Investors Counsel
New York
$206K -$41.9K -518 -19%
MWA
1308
Mills Wealth Advisors
Texas
$205K +$178K +2,209 New
RMF
1309
Red Mountain Financial
Colorado
$205K +$178K +2,203 New
MPW
1310
Magnolia Private Wealth
Pennsylvania
$205K +$178K +2,202 New
VC
1311
Veery Capital
Delaware
$204K +$177K +2,194 New
KFA
1312
Kapstone Financial Advisors
Ohio
$202K +$176K +2,177 New
EL
1313
EWA LLC
Pennsylvania
$202K +$176K +2,174 New
SFG
1314
SevenBridge Financial Group
Pennsylvania
$202K +$182K +2,258 New
MIM
1315
MTM Investment Management
South Carolina
$201K +$323 +4 +0.2%
Financial Engines Advisors
1316
Financial Engines Advisors
California
$201K +$174K +2,157 New
GIA
1317
Gladstone Institutional Advisory
Florida
$200K +$174K +2,152 New
AW
1318
Avion Wealth
Texas
$199K +$80.8K +1,000 +88%
SL
1319
Salomon & Ludwin
Virginia
$195K +$65K +805 +63%
VIA
1320
Virtus Investment Advisers
Connecticut
$193K -$13.3K -164 -7%
RFP
1321
Root Financial Partners
California
$192K -$62.6K -775 -27%
BCFD
1322
Boit C.F. David
$186K
UBP
1323
Union Bancaire Privee
Switzerland
$184K
MO
1324
McMillan Office
Michigan
$184K -$43.9K -543 -22%
WA
1325
Whipplewood Advisors
Colorado
$184K +$71.5K +885 +81%