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Name Holding Trade Value Shares
Change
Change in
Stake
LFS
1776
Legacy Financial Strategies
Kansas
$245K +$204K +1,343 New
AIP
1777
Almanack Investment Partners
Pennsylvania
$245K -$15.2K -100 -7%
TFP
1778
Tilia Fiduciary Partners
North Carolina
$245K +$214K +1,409 New
AA
1779
Aire Advisors
California
$245K +$214K +1,409 New
OBWG
1780
Onyx Bridge Wealth Group
New York
$244K +$213K +1,403 New
TF
1781
Tompkins Financial
New York
$243K +$7.58K +50 +4%
FFG
1782
Fortem Financial Group
California
$243K +$212K +1,400 New
PTP
1783
Platform Technology Partners
New York
$243K +$212K +1,400 New
KCM
1784
KRS Capital Management
Michigan
$241K +$210K +1,387 New
PCH
1785
PGIM Custom Harvest
New Jersey
$241K +$210K +1,387 New
GA
1786
Goldstein Advisors
Wisconsin
$241K +$210K +1,386 New
JSAM
1787
J. Safra Asset Management
New York
$239K +$136K +897 +187%
NPF
1788
Norris Perne & French
Michigan
$239K +$208K +1,373 New
JWM
1789
Jeppson Wealth Management
California
$237K -$18.5K -122 -8%
BPWM
1790
Badgley Phelps Wealth Managers
Washington
$236K +$205K +1,354 New
TCM
1791
Traynor Capital Management
Pennsylvania
$236K +$19.7K +130 +11%
LCM
1792
Lazari Capital Management
California
$236K +$206K +1,357 New
EWM
1793
Elmwood Wealth Management
California
$236K +$206K +1,355 New
AAG
1794
Armstrong Advisory Group
Massachusetts
$234K +$188K +1,239 +1,158%
WCFA
1795
Walkner Condon Financial Advisors
Wisconsin
$234K -$13K -86 -6%
TTWM
1796
TCV Trust & Wealth Management
Virginia
$233K +$204K +1,342 New
TL
1797
Tradewinds LLC
North Carolina
$232K +$202K +1,334 New
TNA
1798
True North Advisors
Texas
$232K +$202K +1,334 New
EC
1799
EntryPoint Capital
New York
$232K +$179K +1,182 +788%
CPW
1800
Catalyst Private Wealth
California
$231K +$201K +1,328 New