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Name Holding Trade Value Shares
Change
Change in
Stake
LP
1001
LMR Partners
United Kingdom
$1.17M +$433K +17,451 +45%
FM
1002
Family Management
New York
$1.17M +$8.41K +339 +0.6%
PPWP
1003
Premier Path Wealth Partners
New Jersey
$1.16M -$11.6K -468 -0.8%
JIC
1004
Joel Isaacson & Co
New York
$1.16M -$14.6K -588 -1%
BFS
1005
Burkett Financial Services
South Carolina
$1.16M +$5.96K +240 +0.4%
BFG
1006
Birch Financial Group
New Hampshire
$1.16M +$35.6K +1,433 +3%
JWA
1007
JFS Wealth Advisors
Pennsylvania
$1.16M -$38.5K -1,550 -3%
SC
1008
Searle & Co
Connecticut
$1.16M +$14.2K +572 +1%
SFO
1009
Stokes Family Office
Louisiana
$1.16M +$8.66K +349 +0.6%
TFG
1010
Taylor Financial Group
Virginia
$1.15M
TWP
1011
Tyche Wealth Partners
Texas
$1.15M +$199 +8 +0%
SPW
1012
Sonoma Private Wealth
California
$1.15M +$12.4K +500 +0.9%
IAMOG
1013
Investors Asset Management of Georgia
Georgia
$1.14M +$7.74K +312 +0.6%
ABC
1014
Associated Banc-Corp
Wisconsin
$1.14M -$125K -5,041 -8%
BCP
1015
Berkeley Capital Partners
Georgia
$1.13M +$15.3K +617 +1%
SWM
1016
SeaCrest Wealth Management
New York
$1.13M +$10K +404 +0.7%
BLC
1017
Blue Line Capital
Illinois
$1.13M +$89.5K +3,608 +7%
LCM
1018
Lazari Capital Management
California
$1.13M -$10.9K -439 -0.8%
IWA
1019
Icon Wealth Advisors
Texas
$1.12M +$556K +22,409 +70%
IC
1020
IEQ Capital
California
$1.12M -$143K -5,742 -10%
1WA
1021
180 Wealth Advisors
Washington
$1.12M -$745 -30 -0.1%
MGI
1022
Miller Global Investments
Texas
$1.12M +$1.74K +70 +0.1%
TL
1023
Tradewinds LLC
North Carolina
$1.11M -$766K -30,882 -85%
LIM
1024
Longfellow Investment Management
Massachusetts
$1.11M
CA
1025
Calton & Associates
Florida
$1.11M +$8.71K +351 +0.7%