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Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
1401
J. Safra Asset Management
New York
$80K -$1.97M -10,381 -96%
BWL
1402
Bogart Wealth LLC
Virginia
$79.5K -$36.7K -194 -29%
RFG
1403
REAP Financial Group
Texas
$76.4K -$1.89K -10 -2%
UBP
1404
Union Bancaire Privee
Switzerland
$76.2K – – –
LWM
1405
Lodestone Wealth Management
Washington
$73.8K – – –
WAS
1406
Winch Advisory Services
Wisconsin
$72.8K +$379 +2 +0.5%
MFP
1407
Meramec Financial Planners
Missouri
$71.4K +$74.4K +393 +3,930%
CB
1408
Community Bank
New York
$70.4K – – –
BLC
1409
Brown, Lisle/Cummings
Rhode Island
$70.1K +$1.32K +7 +2%
ST
1410
Smithfield Trust
Pennsylvania
$70K – – –
SIC
1411
SJS Investment Consulting
Ohio
$69.6K +$59.3K +313 +307%
TC
1412
Truvestments Capital
Florida
$68.9K -$19.9K -105 -20%
PWAM
1413
Private Wealth Asset Management
Iowa
$67.9K +$4.92K +26 +7%
RA
1414
Rational Advisors
New York
$67.4K +$7.01K +37 +10%
AWM
1415
Abound Wealth Management
Tennessee
$66.5K +$1.51K +8 +2%
DSC
1416
Daytona Street Capital
Missouri
$66.3K +$74.8K +395 New
MCP
1417
Miller Capital Partners
Michigan
$65.4K -$333K -1,761 -82%
SGFG
1418
Silver Grove Financial Group
New York
$64.3K +$67.8K +358 +1,432%
CB
1419
CNB Bank
Pennsylvania
$64.2K – – –
KFI
1420
Key Financial Inc
Pennsylvania
$63.4K – – –
AI
1421
AXS Investments
New York
$62.1K +$28.6K +151 +69%
CTA
1422
Colonial Trust Advisors
South Carolina
$61.6K – – –
BIA
1423
Bell Investment Advisors
California
$60.6K -$6.25K -33 -8%
EWM
1424
Evolution Wealth Management
Florida
$59.2K +$2.27K +12 +4%
FNWA
1425
Financial Network Wealth Advisors
Utah
$58.5K -$25K -132 -27%