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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1476
Lakeridge Wealth Management
Ohio
$803K +$4.05K +147 +0.5%
BOTPPF
1477
Board of the Pension Protection Fund
United Kingdom
$802K +$763K +27,700 New
SIA
1478
SGL Investment Advisors
Montana
$801K +$780K +28,304 New
TCM
1479
Towercrest Capital Management
Pennsylvania
$801K +$1.1K +40 +0.1%
AWMG
1480
Alliance Wealth Management Group
New Jersey
$800K +$1.1K +40 +0.1%
MCM
1481
Mainstream Capital Management
California
$800K – – –
FCA
1482
FLC Capital Advisors
California
$798K +$524 +19 +0.1%
OWA
1483
Opal Wealth Advisors
New York
$797K +$358K +12,977 +89%
DCA
1484
DSG Capital Advisors
Minnesota
$797K -$1.79K -65 -0.2%
Montag & Associates
1485
Montag & Associates
Georgia
$796K -$441K -15,986 -37%
Vestmark Advisory Solutions
1486
Vestmark Advisory Solutions
Massachusetts
$794K -$454K -16,468 -38%
CAS
1487
CTC Alternative Strategies
Illinois
$794K +$756K +27,420 New
ACP
1488
Aviance Capital Partners
Florida
$790K +$1.43K +52 +0.2%
Valmark Advisers
1489
Valmark Advisers
Ohio
$785K +$205K +7,445 +38%
FFAS
1490
FIG Financial Advisory Services
Oklahoma
$783K -$169K -6,118 -18%
Chilton Capital Management
1491
Chilton Capital Management
Texas
$783K +$2.81K +102 +0.4%
APG
1492
Abacus Planning Group
South Carolina
$781K -$8.96K -325 -1%
CFG
1493
Cooper Financial Group
California
$779K +$65.8K +2,387 +10%
KA
1494
Kercheville Advisors
Texas
$779K +$188K +6,815 +34%
SOW
1495
State of Wyoming
Wyoming
$778K -$15K -546 -2%
RBFC
1496
Roman Butler Fullerton & Co
Missouri
$778K +$3.77K +137 +0.5%
MSFS
1497
Main Street Financial Solutions
Pennsylvania
$775K +$28.2K +1,022 +4%
PWA
1498
Providence Wealth Advisors
Illinois
$775K +$236K +8,568 +44%
4WM
1499
49 Wealth Management
Texas
$775K +$83.7K +3,038 +13%
AlTi Global
1500
AlTi Global
New York
$774K +$403K +14,619 +119%