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Name Holding Trade Value Shares
Change
Change in
Stake
MI
4126
Motiv8 Investments
Florida
$188K -$40.8K -92 -18%
KA
4127
Kozak & Associates
Colorado
$184K -$81.6K -184 -31%
LAS
4128
Lloyd Advisory Services
Georgia
$183K -$60.7K -137 -25%
TC
4129
Trust Company
Kansas
$183K +$48.3K +109 +37%
FFP
4130
Frisco Financial Planning
Texas
$182K
T2I
4131
Turim 21 Investimentos
Brazil
$181K -$443 -1 -0.2%
CW
4132
Curio Wealth
Maryland
$181K +$165K +372 New
MWPCG
4133
Measured Wealth Private Client Group
New Hampshire
$179K -$46.5K -105 -21%
WA
4134
Westfuller Advisors
New York
$178K +$115K +260 +193%
KG
4135
Kilter Group
New York
$178K +$443 +1 +0.3%
SR
4136
Swiss Re
Switzerland
$178K +$175K +395 New
GCM
4137
Gables Capital Management
Florida
$177K
BTC
4138
Bank & Trust Company
Illinois
$175K
IW
4139
Imprint Wealth
South Carolina
$175K -$161K -363 -48%
BCM
4140
Boreal Capital Management
Florida
$173K
W
4141
WealthCollab
Washington
$171K +$14.6K +33 +10%
RIAS
4142
Rachor Investment Advisory Services
Michigan
$171K +$168K +380 New
SC
4143
Swan Capital
Florida
$170K
HWA
4144
Heritage Wealth Advisors
Virginia
$170K +$16.8K +38 +11%
KB
4145
Kimelman & Baird
New York
$169K
SMFG
4146
Sumitomo Mitsui Financial Group
Japan
$165K -$242K -545 -60%
PAM
4147
Paradigm Asset Management
New York
$165K
CC
4148
Copos Capital
$164K +$162K +365 New
GC
4149
Gould Capital
Washington
$163K +$92.2K +208 +134%
FNWA
4150
Financial Network Wealth Advisors
Utah
$162K +$12.9K +29 +9%