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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1376
Proactive Wealth Strategies
Georgia
$3.3M +$1.06M +2,568 +41%
AOWM
1377
Asset One Wealth Management
Washington
$3.29M +$458K +1,111 +15%
TC
1378
TFR Capital
Texas
$3.28M +$310K +753 +9%
CAM
1379
Clark Asset Management
New Hampshire
$3.28M +$1.31M +3,180 +56%
NFG
1380
Northbridge Financial Group
Florida
$3.28M +$121K +293 +3%
PWP
1381
Private Wealth Partners
California
$3.27M +$1.1M +2,664 +43%
IPW
1382
Impact Partnership Wealth
Georgia
$3.26M +$490K +1,190 +16%
SF
1383
Seek First
California
$3.26M -$93.1K -226 -3%
WJWM
1384
Williams Jones Wealth Management
New York
$3.25M -$512K -1,242 -12%
TCBWMS
1385
Texas Capital Bank Wealth Management Services
Texas
$3.25M +$454K +1,103 +14%
CFO
1386
CVA Family Office
Colorado
$3.25M +$135K +327 +4%
EAM
1387
Evanson Asset Management
California
$3.24M +$198K +481 +6%
AGWCA
1388
Annis Gardner Whiting Capital Advisors
Florida
$3.24M -$475K -1,153 -12%
CAMV
1389
Concord Asset Management (Virginia)
Virginia
$3.23M +$131K +318 +4%
SIA
1390
SkyView Investment Advisors
New Jersey
$3.23M +$7.42K +18 +0.2%
SSA
1391
Schonfeld Strategic Advisors
New York
$3.23M -$165M -401,316 -98%
DQRIM
1392
Dale Q Rice Investment Management
Washington
$3.21M +$173K +420 +5%
FP
1393
Financial Perspectives
Minnesota
$3.21M
SP
1394
Stablepoint Partners
Massachusetts
$3.2M -$172K -418 -5%
CWWM
1395
Clear Wave Wealth Management
New Jersey
$3.2M +$3.55M +8,608 New
PCH
1396
PGIM Custom Harvest
New Jersey
$3.2M +$356K +865 +11%
IIL
1397
Income Insurance Ltd
$3.2M
SWGC
1398
Summit Wealth Group (Colorado)
Colorado
$3.2M +$1.09M +2,640 +44%
NSLI
1399
Nan Shan Life Insurance
Taiwan
$3.2M +$3.54M +8,595 New
AFWM
1400
Arta Finance Wealth Management
California
$3.19M +$326K +791 +10%