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Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1476
Koshinski Asset Management
Illinois
$826K +$39.7K +482 +6%
GLR
1477
Great Lakes Retirement
Ohio
$826K +$729K +8,854 New
AWM
1478
Angeles Wealth Management
California
$824K +$187K +2,271 +35%
LI
1479
Lafayette Investments
Maryland
$823K +$40.2K +488 +6%
IFA
1480
Index Fund Advisors
California
$823K +$727K +8,826 New
LJAC
1481
L.J. Altfest & Co
New York
$822K -$123K -1,491 -14%
CWP
1482
Curated Wealth Partners
California
$817K +$69.2K +840 +11%
LFA
1483
Lauterbach Financial Advisors
Texas
$815K
CG
1484
CFO4Life Group
Texas
$814K +$719K +8,729 New
ACM
1485
Aster Capital Management
United Arab Emirates
$812K -$127K -1,546 -15%
TPW
1486
Transatlantique Private Wealth
New York
$811K +$109K +1,330 +18%
FWP
1487
Forefront Wealth Partners
Texas
$809K +$134K +1,633 +14%
AIC
1488
Argus Investors Counsel
New York
$808K +$713K +8,662 New
PM
1489
Parametrica Management
Hong Kong
$807K -$589K -7,154 -45%
MFA
1490
Mayflower Financial Advisors
Massachusetts
$803K +$38.8K +471 +6%
BOJHT
1491
Bank of Jackson Hole Trust
Wyoming
$802K +$71.9K +874 +11%
FCP
1492
Fidelis Capital Partners
Florida
$800K +$144K +1,752 +24%
PFA
1493
Pure Financial Advisors
California
$797K +$154K +1,875 +28%
SMC
1494
Smith, Moore & Co
Missouri
$797K +$15.2K +185 +2%
MWM
1495
Meridian Wealth Management
Kentucky
$795K -$411K -4,996 -37%
ABLA
1496
Alan B. Lancz & Associates
Ohio
$793K
PP
1497
PDS Planning
Ohio
$790K +$83.9K +1,019 +14%
PWP
1498
Perfromance Wealth Partners
Illinois
$790K +$60.9K +740 +10%
HFW
1499
Horizon Family Wealth
Illinois
$783K +$2.31K +28 +0.3%
LFA
1500
Legacy Financial Advisors
Kentucky
$782K +$102K +1,237 +17%