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Name Holding Trade Value Shares
Change
Change in
Stake
KDK Private Wealth Management
1076
KDK Private Wealth Management
Texas
$393K +$391K +2,300 New
Next Level Wealth Planning
1077
Next Level Wealth Planning
Idaho
$393K +$390K +2,298 New
DDD Partners
1078
DDD Partners
Washington
$392K +$390K +2,294 New
MW Advisory
1079
MW Advisory
Georgia
$392K +$390K +2,293 New
AW
1080
Avion Wealth
Texas
$391K +$389K +2,292 New
Oxford Asset Management
1081
Oxford Asset Management
United Kingdom
$387K +$385K +2,266 New
Blue Zone Wealth Advisors
1082
Blue Zone Wealth Advisors
California
$387K +$384K +2,263 New
Independent Solutions Wealth Management
1083
Independent Solutions Wealth Management
New York
$387K +$384K +2,263 New
Howe & Rusling
1084
Howe & Rusling
New York
$386K +$384K +2,261 New
Stone House Investment Management
1085
Stone House Investment Management
Pennsylvania
$384K +$382K +2,250 New
Core Wealth Advisors (Florida)
1086
Core Wealth Advisors (Florida)
Florida
$383K +$380K +2,239 New
Westside Investment Management
1087
Westside Investment Management
California
$382K +$380K +2,235 New
Summit Trail Advisors
1088
Summit Trail Advisors
New York
$380K +$378K +2,225 New
Kingsman Wealth Management
1089
Kingsman Wealth Management
Florida
$379K +$377K +2,220 New
Leigh Baldwin & Co
1090
Leigh Baldwin & Co
New York
$379K +$377K +2,219 New
Wealth Analytics Partners
1091
Wealth Analytics Partners
California
$379K +$473K +2,785 New
Aire Advisors
1092
Aire Advisors
California
$379K +$377K +2,217 New
Gilpin Wealth Management
1093
Gilpin Wealth Management
Colorado
$379K +$376K +2,216 New
Salem Investment Counselors
1094
Salem Investment Counselors
North Carolina
$378K +$375K +2,210 New
Benin Management Corp
1095
Benin Management Corp
Connecticut
$377K +$375K +2,209 New
Dominguez Wealth Management Solutions
1096
Dominguez Wealth Management Solutions
Virginia
$377K +$375K +2,208 New
Saiph Capital
1097
Saiph Capital
New Jersey
$376K +$374K +2,200 New
World Investment Advisors
1098
World Investment Advisors
California
$376K +$374K +2,200 New
Allen Mooney & Barnes Investment Advisors
1099
Allen Mooney & Barnes Investment Advisors
Georgia
$375K +$373K +2,195 New
Fedenia Advisers
1100
Fedenia Advisers
Wisconsin
$375K +$373K +2,195 New