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Name Holding Trade Value Shares
Change
Change in
Stake
GWP
1801
Gateway Wealth Partners
Wisconsin
$308K +$300K +16,749 New
AIA
1802
AIMZ Investment Advisors
California
$308K
PWM
1803
Paulson Wealth Management
Illinois
$307K +$7.54K +421 +3%
BFO
1804
Boston Family Office
Massachusetts
$307K -$27.6K -1,540 -8%
MIM
1805
Moseley Investment Management
Florida
$306K +$42.1K +2,354 +16%
MSWM
1806
McGlone Suttner Wealth Management
Wisconsin
$306K +$298K +16,635 New
BWM
1807
Bulltick Wealth Management
Florida
$306K -$823 -46 -0.3%
IIA
1808
IPG Investment Advisors
California
$305K -$43.2K -2,411 -13%
DCM
1809
DGS Capital Management
New Jersey
$305K +$92.3K +5,155 +45%
FCM
1810
Firestone Capital Management
Florida
$305K +$770 +43 +0.3%
BCP
1811
Berkeley Capital Partners
Georgia
$304K -$7.77K -434 -3%
DWM
1812
Darwin Wealth Management
Florida
$304K -$19.1K -1,068 -6%
IAG
1813
Investment Advisory Group
Massachusetts
$304K +$8.56K +478 +3%
GFS
1814
GYL Financial Synergies
Connecticut
$303K +$35.1K +1,962 +14%
KTC
1815
Kistler-Tiffany Companies
Pennsylvania
$303K +$49.7K +2,775 +20%
VHAM
1816
Van Hulzen Asset Management
California
$303K -$8K -447 -3%
TF
1817
TimeScale Financial
Massachusetts
$303K
CRC
1818
Curi RMB Capital
Illinois
$303K -$35.1K -1,959 -11%
RHDIC
1819
R.H. Dinel Investment Counsel
California
$302K
MIC
1820
Means Investment Company
Maine
$302K +$734 +41 +0.3%
PWMG
1821
Prestige Wealth Management Group
New Jersey
$301K -$10.7K -599 -4%
IWA
1822
Inspirion Wealth Advisors
Illinois
$301K -$5.87K -328 -2%
MPW
1823
MGO Private Wealth
California
$300K -$114K -6,391 -28%
EWA
1824
EverSource Wealth Advisors
Alabama
$299K +$87.1K +4,864 +43%
SWS
1825
SYSTM Wealth Solutions
Illinois
$299K +$291K +16,248 New