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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2701
Sterling Wealth Management
Illinois
$224K +$57K +1,215 +30%
Walleye Capital
2702
Walleye Capital
New York
$224K -$13.8M -294,515 -98%
AWM
2703
Affinity Wealth Management
Delaware
$223K -$3.75K -80 -1%
LPT
2704
Legacy Private Trust
Wisconsin
$223K +$16.4K +350 +7%
DI
2705
Decision Investments
California
$223K -$2.06K -44 -0.8%
SG
2706
Sherry Group
Arkansas
$223K +$237K +5,055 New
MAS
2707
MPWM Advisory Solutions
Georgia
$223K +$844 +18 +0.3%
CNWM
2708
Clay Northam Wealth Management
California
$222K – – –
AA
2709
Aufman Associates
Pennsylvania
$222K – – –
YLHM
2710
Yelin Lapidot Holdings Management
Israel
$221K -$35.1K -748 -13%
HGWM
2711
Horst & Graben Wealth Management
Oregon
$221K +$3.66K +78 +2%
PRTG
2712
Post Resch Tallon Group
New York
$221K +$28.6K +610 +13%
KWS
2713
Keystone Wealth Services
California
$221K -$39.6K -845 -14%
AIA
2714
AIMZ Investment Advisors
California
$221K – – –
RCA
2715
Rose Capital Advisors
Florida
$220K +$244K +5,207 New
BWCS
2716
Beirne Wealth Consulting Services
Connecticut
$220K +$244K +5,201 New
TVPW
2717
Third View Private Wealth
Connecticut
$220K -$116K -2,467 -32%
PWM
2718
Partners Wealth Management
California
$220K +$16.6K +353 +7%
IAS
2719
Investment Advisory Services
Texas
$220K +$9.66K +206 +4%
GAB
2720
German American Bancorp
Indiana
$219K -$248K -5,284 -50%
AWA
2721
Acorn Wealth Advisors
Michigan
$219K -$3K -64 -1%
GAM
2722
Gemmer Asset Management
California
$219K +$243K +5,179 New
AWC
2723
Adamsbrown Wealth Consultants
Kansas
$219K +$25.2K +538 +12%
EC
2724
EdgeRock Capital
Colorado
$219K -$3.33K -71 -1%
IMC
2725
Investment Management Corporation
Virginia
$219K +$4.46K +95 +2%