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Name Holding Trade Value Shares
Change
Change in
Stake
Cypress Point Wealth Management
3251
Cypress Point Wealth Management
Texas
$774K +$313K +976 +76%
Apollon Financial
3252
Apollon Financial
South Carolina
$774K +$28.6K +89 +4%
Uniting Wealth Partners
3253
Uniting Wealth Partners
Kansas
$774K -$116K -360 -14%
Financial Insights
3254
Financial Insights
Washington
$774K -$43.3K -135 -6%
Financial Consulate
3255
Financial Consulate
Maryland
$772K -$8.67K -27 -1%
Armstrong Advisory Group
3256
Armstrong Advisory Group
Massachusetts
$767K -$4.17K -13 -0.6%
Act Wealth Management
3257
Act Wealth Management
Texas
$767K – – –
Barnes Pettey Financial Advisors
3258
Barnes Pettey Financial Advisors
Mississippi
$767K +$25.4K +79 +4%
CWM
3259
CCG Wealth Management
California
$766K +$36.6K +114 +5%
PAX Financial Group
3260
PAX Financial Group
Texas
$765K +$68.4K +213 +11%
D.B. Root & Company
3261
D.B. Root & Company
Pennsylvania
$765K +$14.4K +45 +2%
Prota Financial
3262
Prota Financial
Texas
$764K +$22.2K +69 +3%
YLHM
3263
Yelin Lapidot Holdings Management
Israel
$762K -$1.28K -4 -0.2%
Trevian Wealth Management
3264
Trevian Wealth Management
Massachusetts
$761K +$10K +31 +1%
Grey Fox Wealth Advisors
3265
Grey Fox Wealth Advisors
Delaware
$760K +$492K +1,531 +224%
Oregon Pacific Wealth Management
3266
Oregon Pacific Wealth Management
Oregon
$760K -$14.4K -45 -2%
Nabity-Jensen Investment Management
3267
Nabity-Jensen Investment Management
Nebraska
$756K -$1.6K -5 -0.2%
Veery Capital
3268
Veery Capital
Delaware
$756K – – –
Piedmont Capital Management (North Carolina)
3269
Piedmont Capital Management (North Carolina)
North Carolina
$755K +$70K +218 +11%
XY Planning Network
3270
XY Planning Network
Montana
$753K +$2.89K +9 +0.4%
Mountain Pacific Investment Advisers
3271
Mountain Pacific Investment Advisers
Idaho
$752K -$32.1K -100 -4%
E Fund Management (HK)
3272
E Fund Management (HK)
Hong Kong
$751K +$643K +2,003 +1,071%
Total Wealth Planning & Management
3273
Total Wealth Planning & Management
Florida
$751K -$1.6K -5 -0.2%
RVW Wealth
3274
RVW Wealth
California
$751K – – –
Alpha Zero
3275
Alpha Zero
Florida
$750K +$36.9K +115 +6%