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Name Holding Trade Value Shares
Change
Change in
Stake
CLA
4101
Carnegie Lake Advisors
New Jersey
$200K +$193K +570 New
WPA
4102
Wealth Preservation Advisors
Tennessee
$200K +$193K +570 New
T
4103
Tidemark
California
$197K
HFS
4104
Hopwood Financial Services
Virginia
$187K +$16.2K +48 +10%
FCG
4105
Financial Connections Group
California
$187K -$10.5K -31 -5%
IA
4106
IFS Advisors
Kansas
$185K
RWM
4107
Raffa Wealth Management
District of Columbia
$180K -$338 -1 -0.2%
NECFA
4108
New England Capital Financial Advisors
Connecticut
$180K
BFP
4109
Briaud Financial Planning
Texas
$180K
BI
4110
Binnacle Investments
Iowa
$178K +$172K +509 New
MWM
4111
MorganRosel Wealth Management
Colorado
$177K +$171K +504 New
MCI
4112
MRP Capital Investments
Georgia
$175K
IWM
4113
IMG Wealth Management
Florida
$165K
TLA
4114
Tanglewood Legacy Advisors
Texas
$165K -$2.71K -8 -2%
FGAM
4115
Financial Gravity Asset Management
Texas
$164K +$158K +467 New
HWM
4116
HighMark Wealth Management
Minnesota
$163K
RDFA
4117
Ritter Daniher Financial Advisory
Ohio
$163K
HC
4118
Hara Capital
Washington
$161K
SI
4119
Sava Infond
Slovenia
$161K +$156K +460 New
CTWM
4120
Cherry Tree Wealth Management
Minnesota
$161K +$9.81K +29 +7%
HNW
4121
High Note Wealth
Minnesota
$156K
IWP
4122
IAG Wealth Partners
Wisconsin
$154K
PWMG
4123
Private Wealth Management Group
New Jersey
$151K -$1.01K -3 -0.7%
AW
4124
Avion Wealth
Texas
$151K
HHGA
4125
Halbert Hargrove Global Advisors
California
$149K -$3.04K -9 -2%