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Name Holding Trade Value Shares
Change
Change in
Stake
AWP
3351
Ascent Wealth Partners
New York
$200K +$170K +419 New
RW
3352
Rockport Wealth
Ohio
$200K +$170K +419 New
BWM
3353
BlackDiamond Wealth Management
New York
$200K -$74.7K -184 -28%
SIM
3354
Synergy Investment Management
Florida
$200K +$55.2K +136 +44%
MCM
3355
Manchester Capital Management
Vermont
$199K +$5.28K +13 +3%
FFO
3356
Fortitude Family Office
Arizona
$199K – – –
OSNBOA
3357
Old Second National Bank of Aurora
Illinois
$197K – – –
BIA
3358
Bell Investment Advisors
California
$196K +$20.3K +50 +14%
LIA
3359
Luken Investment Analytics
Tennessee
$191K – – –
PWMG
3360
Private Wealth Management Group
New Jersey
$191K +$162K +400 New
MWM
3361
Mosley Wealth Management
California
$190K -$411K -1,014 -72%
PWS
3362
Peterson Wealth Services
Utah
$188K +$13K +32 +9%
LCM
3363
Logan Capital Management
Pennsylvania
$187K +$159K +392 New
KG
3364
Kilter Group
New York
$184K +$154K +380 +7,600%
B
3365
Birchbrook
Maine
$182K – – –
ZI
3366
ZEGA Investments
Florida
$178K +$812 +2 +0.5%
CGA
3367
Compound Global Advisors
Washington
$177K +$28.4K +70 +23%
HAP
3368
Harbor Asset Planning
Massachusetts
$167K – – –
GAM
3369
GuardCap Asset Management
United Kingdom
$167K -$2.02M -4,985 -93%
WFG
3370
Wormser Freres Gestion
France
$164K +$149K +368 New
LF
3371
LifeSteps Financial
California
$161K +$137K +337 New
HC
3372
Hoese & Co
Minnesota
$159K – – –
WP
3373
WealthPLAN Partners
Nebraska
$156K -$463K -1,140 -78%
MCI
3374
MRP Capital Investments
Georgia
$155K +$40.6K +100 +44%
FCAS
3375
First Command Advisory Services
Texas
$152K +$3.25K +8 +3%