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Name Holding Trade Value Shares
Change
Change in
Stake
PW
676
PUREfi Wealth
Massachusetts
$260K +$250K +2,931 New
TFIPS
677
Towarzystwo Funduszy Inwestycyjnych PZU SA
$258K +$44.3K +520 +22%
CP
678
Castleview Partners
Texas
$252K +$242K +2,840 New
AU
679
AlphaGrep UK
$250K -$32K -375 -12%
NP
680
Nilsine Partners
Colorado
$249K +$1.11K +13 +0.5%
MM
681
MQS Management
New York
$249K +$239K +2,801 New
CA
682
CoreCap Advisors
Michigan
$246K +$1.19K +14 +0.5%
FAG
683
Fortitude Advisory Group
Washington
$246K +$236K +2,767 New
QFW
684
QTR Family Wealth
Florida
$245K -$682 -8 -0.3%
Lazard Asset Management
685
Lazard Asset Management
New York
$241K +$231K +2,713 New
UB
686
UMB Bank
Missouri
$240K +$4.01K +47 +2%
MCM
687
Monument Capital Management
Virginia
$238K -$233K -2,731 -50%
API
688
Asset Planning Inc
California
$238K +$1.11K +13 +0.5%
LCM
689
Leisure Capital Management
California
$237K – – –
BAAM
690
Baker Avenue Asset Management
California
$237K +$15.5K +182 +7%
MWM
691
Modern Wealth Management
Kansas
$236K -$46.2K -542 -17%
IA
692
IFP Advisors
Florida
$231K -$34.3K -403 -13%
IWM
693
IHT Wealth Management
Illinois
$231K -$60.3K -707 -21%
MIM
694
Morningstar Investment Management
Illinois
$231K – – –
FCP
695
Fidelis Capital Partners
Florida
$231K +$2.3K +27 +1%
SF
696
Summit Financial
New Jersey
$230K +$219K +2,574 New
DSC
697
Duncker Streett & Co
Missouri
$228K – – –
BWM
698
Bullock Wealth Management
Indiana
$226K +$852 +10 +0.4%
MYIA
699
Mount Yale Investment Advisors
Colorado
$225K +$216K +2,532 New
WAP
700
Wealthcare Advisory Partners
Pennsylvania
$225K -$1.62K -19 -0.7%