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Name Holding Trade Value Shares
Change
Change in
Stake
FLC
2201
Fifth Lane Capital
Texas
$676K -$344K -1,000 -33%
FC
2202
FCA Corp
Texas
$676K
GCIA
2203
Gabelli & Co Investment Advisers
New York
$676K
FHA
2204
Flagship Harbor Advisors
Massachusetts
$675K +$36.8K +107 +6%
RWA
2205
Redhawk Wealth Advisors
Minnesota
$674K +$16.9K +49 +3%
FM
2206
Foster & Motley
Ohio
$671K +$9.29K +27 +1%
WT
2207
Washington Trust
Rhode Island
$670K -$24.1K -70 -3%
HL
2208
HeadInvest LLC
Maine
$670K +$5.16K +15 +0.8%
MCM
2209
Monarch Capital Management
Indiana
$670K
BPWM
2210
Badgley Phelps Wealth Managers
Washington
$670K -$134K -388 -16%
BF
2211
Brooklyn FI
New York
$668K
AWM
2212
Ameliora Wealth Management
Switzerland
$667K
GAA
2213
Global Assets Advisory
Florida
$667K +$31.3K +91 +5%
CPA
2214
Capital Performance Advisors
California
$665K -$173K -504 -20%
TS
2215
Tamar Securities
California
$661K +$108K +315 +19%
TWM
2216
Tanager Wealth Management
United Kingdom
$660K +$58.2K +169 +9%
JDLA
2217
J. Derek Lewis & Associates
California
$656K +$11K +32 +2%
RWC
2218
Rare Wolf Capital
Washington
$656K -$502K -1,458 -43%
TFP
2219
TrueWealth Financial Partners
Washington
$655K +$667K +1,938 New
W
2220
WorthPointe
California
$652K -$31K -90 -4%
NF
2221
Nikulski Financial
Iowa
$651K -$39.6K -115 -6%
CWM
2222
Chemistry Wealth Management
New York
$649K -$15.8K -46 -2%
CWA
2223
CM Wealth Advisors
Ohio
$648K
KOC
2224
Koss-Olinger Consulting
Florida
$648K -$124K -360 -16%
PPWM
2225
PFG Private Wealth Management
Florida
$648K -$68.8K -200 -9%