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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1801
Laidlaw Wealth Management
New York
$230K +$201K +1,325 New
AIM
1802
Alhambra Investment Management
Florida
$229K +$200K +1,320 New
WPWM
1803
Western Pacific Wealth Management
Illinois
$229K
SFC
1804
SYM Financial Corp
Indiana
$229K +$199K +1,315 New
CCG
1805
Chatham Capital Group
Georgia
$228K +$199K +1,313 New
AWM
1806
Aberdeen Wealth Management
Illinois
$228K +$199K +1,312 New
LL
1807
LWMG LLC
Minnesota
$228K +$199K +1,311 New
HPM
1808
Hoxton Planning & Management
West Virginia
$227K +$198K +1,306 New
RWA
1809
Redhawk Wealth Advisors
Minnesota
$226K +$197K +1,301 New
BWA
1810
Blodgett Wealth Advisors
California
$226K +$197K +1,300 New
FCB
1811
First County Bank
Connecticut
$226K +$197K +1,300 New
PPWP
1812
Premier Path Wealth Partners
New Jersey
$225K -$1.22M -8,039 -86%
TPA
1813
Trivium Point Advisory
Connecticut
$225K +$196K +1,294 New
MFS
1814
Mirabella Financial Services
United Kingdom
$224K -$981K -6,465 -83%
PP
1815
Patron Partners
Texas
$224K +$196K +1,290 New
SSWM
1816
Smith Salley Wealth Management
North Carolina
$224K +$196K +1,289 New
TH
1817
TCTC Holdings
Texas
$223K +$152K +1,000 +351%
MCWA
1818
Meadow Creek Wealth Advisors
Georgia
$223K +$195K +1,283 New
DWA
1819
Dougherty Wealth Advisers
Minnesota
$223K
BFA
1820
Beacon Financial Advisory
Ohio
$222K +$194K +1,277 New
UAS
1821
United Asset Strategies
New York
$222K +$194K +1,277 New
GGI
1822
Godsey & Gibb Inc
Virginia
$222K +$193K +1,275 New
BC
1823
Burney Company
Virginia
$221K -$60.7K -400 -24%
CWP
1824
Core Wealth Partners
California
$220K +$192K +1,266 New
SHWM
1825
Smith & Howard Wealth Management
Georgia
$219K +$191K +1,260 New