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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
2076
Martin Investment Management
Florida
$650K -$58.7K -200 -9%
UAG
2077
United Advisor Group
Ohio
$650K +$50.8K +173 +9%
OL
2078
Optas LLC
Texas
$650K -$6.46K -22 -1%
Kestra Investment Management
2079
Kestra Investment Management
Texas
$649K -$9.68K -33 -2%
CD
2080
Chapin Davis
Maryland
$649K -$33.2K -113 -5%
BRG
2081
Bay Rivers Group
Virginia
$649K -$7.33K -25 -1%
BFS
2082
Boyer Financial Services
California
$648K +$595K +2,027 New
NP
2083
Ninepoint Partners
Ontario, Canada
$648K +$38.7K +132 +7%
CWM
2084
Cherrydale Wealth Management
New Jersey
$647K – – –
XSC
2085
X-Square Capital
Puerto Rico
$645K – – –
ALA
2086
Atlas Legacy Advisors
California
$645K +$168K +571 +38%
PPWM
2087
PFG Private Wealth Management
Florida
$643K +$621K +2,116 New
BC
2088
BDFS Capital
Delaware
$642K +$619K +2,109 New
KWM
2089
KFG Wealth Management
Indiana
$642K -$79.2K -270 -11%
CCC
2090
Compass Capital Corp
Massachusetts
$642K – – –
NFG
2091
Nadler Financial Group
Illinois
$642K +$31.1K +106 +5%
PA
2092
ProCore Advisors
California
$641K +$619K +2,109 New
Carmignac Gestion
2093
Carmignac Gestion
France
$638K -$2.94M -10,022 -83%
SWM
2094
Silverlake Wealth Management
Vermont
$637K +$16.1K +55 +3%
GAFA
2095
Garton & Associates Financial Advisors
Kentucky
$635K +$613K +2,090 New
SO
2096
Sierra Ocean
California
$635K +$4.99K +17 +0.8%
WAS
2097
Winch Advisory Services
Wisconsin
$634K -$1.76K -6 -0.3%
DBRC
2098
D.B. Root & Company
Pennsylvania
$632K +$55.2K +188 +10%
ATI
2099
Act Two Investors
California
$631K – – –
SWGC
2100
Summit Wealth Group (Colorado)
Colorado
$631K +$609K +2,075 New