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Name Holding Trade Value Shares
Change
Change in
Stake
TFCP
701
Twin Focus Capital Partners
Massachusetts
$247K +$180K +2,600 New
SBWIC
702
Schaper Benz & Wise Investment Counsel
Wisconsin
$246K +$180K +2,590 New
LSPW
703
Lake Street Private Wealth
Illinois
$245K +$180K +2,590 New
NCP
704
NexWave Capital Partners
New York
$244K +$128K +1,850 New
RWB
705
RMR Wealth Builders
New Jersey
$243K +$178K +2,560 New
GA
706
GFS Advisors
Texas
$242K +$177K +2,550 New
LF
707
LifeSteps Financial
California
$242K +$177K +2,550 New
WA
708
WBH Advisory
Maryland
$242K +$178K +2,560 New
TIM
709
Total Investment Management
Arizona
$240K +$176K +2,530 New
EWA
710
Evolution Wealth Advisors
Florida
$238K +$75.7K +1,090 +77%
TC
711
TownSquare Capital
Utah
$237K -$105K -1,510 -38%
NDSI
712
Newman Dignan & Sheerar Inc
Rhode Island
$237K +$157K +2,260 New
BBI
713
Baxter Bros Inc
Connecticut
$237K +$174K +2,500 New
PC
714
Pecaut & Co
Iowa
$237K +$174K +2,500 New
AG
715
Algert Global
California
$235K +$172K +2,480 New
C
716
Certuity
Florida
$234K -$278K -4,010 -62%
RW
717
REDW Wealth
New Mexico
$233K +$170K +2,450 New
AAM
718
Aureus Asset Management
Massachusetts
$232K +$169K +2,440 New
Walleye Capital
719
Walleye Capital
New York
$225K -$292K -4,210 -64%
HR
720
Hayden Royal
North Carolina
$223K -$257K -3,700 -61%
FWM
721
Fairhaven Wealth Management
Illinois
$221K +$162K +2,330 New
TW
722
Transform Wealth
Colorado
$220K +$161K +2,320 New
WA
723
Wealth Architects
California
$219K +$160K +2,310 New
CAGAS
724
Capital Advisory Group Advisory Services
Minnesota
$216K +$158K +2,280 New
DI
725
Diligent Investors
California
$216K +$158K +2,280 New