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Name Holding Trade Value Shares
Change
Change in
Stake
Crewe Advisors
1151
Crewe Advisors
Utah
$335K +$333K +1,961 New
Foguth Wealth Management
1152
Foguth Wealth Management
Michigan
$335K +$475K +2,794 New
Tennessee Valley Asset Management Partners
1153
Tennessee Valley Asset Management Partners
Tennessee
$334K +$332K +1,953 New
Creative Financial Designs
1154
Creative Financial Designs
Indiana
$332K +$330K +1,945 New
Mountain Capital Investment Advisors
1155
Mountain Capital Investment Advisors
Colorado
$332K +$330K +1,941 New
Texas Yale Capital Corp
1156
Texas Yale Capital Corp
Florida
$331K +$329K +1,939 New
Peak Planning Group
1157
Peak Planning Group
Colorado
$329K +$328K +1,928 New
Legacy Capital Wealth Partners
1158
Legacy Capital Wealth Partners
Arkansas
$328K +$326K +1,918 New
Burling Wealth Partners
1159
Burling Wealth Partners
Illinois
$327K +$325K +1,914 New
NWA
1160
Northwest Wealth Advisors
Washington
$325K +$323K +1,904 New
Jacobs & Co
1161
Jacobs & Co
California
$325K +$324K +1,906 New
JFS Wealth Advisors
1162
JFS Wealth Advisors
Pennsylvania
$325K +$323K +1,900 New
Certuity
1163
Certuity
Florida
$323K +$321K +1,890 New
Colter Lewis Investment Partners
1164
Colter Lewis Investment Partners
Connecticut
$321K +$319K +1,880 New
AlTi Global
1165
AlTi Global
New York
$320K +$318K +1,874 New
SageView Advisory Group
1166
SageView Advisory Group
California
$320K +$318K +1,871 New
One Charles Private Wealth Services
1167
One Charles Private Wealth Services
Massachusetts
$320K +$318K +1,870 New
CSA
1168
Cottage Street Advisors
Massachusetts
$319K +$317K +1,865 New
Plancorp LLC
1169
Plancorp LLC
Missouri
$318K +$389K +2,289 New
Kiley Juergens Wealth Management
1170
Kiley Juergens Wealth Management
Washington
$318K +$317K +1,864 New
Fukoku Mutual Life Insurance
1171
Fukoku Mutual Life Insurance
Japan
$318K +$316K +1,860 New
Aspire Capital Advisors
1172
Aspire Capital Advisors
Washington
$318K +$316K +1,860 New
Legacy Financial Strategies
1173
Legacy Financial Strategies
Kansas
$317K +$316K +1,858 New
Wealth Alliance Advisory Group
1174
Wealth Alliance Advisory Group
Kansas
$316K +$315K +1,852 New
Cannon Financial Strategists
1175
Cannon Financial Strategists
Georgia
$316K +$314K +1,851 New