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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2951
Principia Wealth Advisory
Texas
$197K +$4.68K +101 +3%
TLCM
2952
Twin Lakes Capital Management
California
$195K -$53.3K -1,150 -23%
HI
2953
Hoey Investments
Pennsylvania
$194K – – –
FFO
2954
Fortitude Family Office
Arizona
$192K +$17.9K +386 +11%
B
2955
Bayban
Minnesota
$191K +$5.38K +116 +3%
KLWA
2956
Kelly Lawrence W & Associates
California
$191K – – –
Cohen & Steers
2957
Cohen & Steers
New York
$191K – – –
FW
2958
Fairway Wealth
Ohio
$190K +$18K +389 +11%
PB
2959
Prosperity Bancshares
Texas
$190K +$28K +604 +19%
DF
2960
Dunhill Financial
United Kingdom
$187K +$16.5K +355 +11%
MCCP
2961
Mission Creek Capital Partners
California
$187K +$592K +12,779 New
PWMG
2962
Private Wealth Management Group
New Jersey
$187K +$324 +7 +0.2%
MUMSS
2963
Mitsubishi UFJ Morgan Stanley Securities
Japan
$186K +$171K +3,696 New
CJ
2964
Caitlin John
Michigan
$184K +$1.39K +30 +0.8%
FWA
2965
Flagship Wealth Advisors
Massachusetts
$183K -$6.12K -132 -3%
WA
2966
WPG Advisers
Maryland
$182K +$185 +4 +0.1%
GFA
2967
Gladwyn Financial Advisors
Virginia
$182K +$2.41K +52 +1%
T
2968
TrustBank
Illinois
$180K +$166K +3,589 New
MWPCG
2969
Measured Wealth Private Client Group
New Hampshire
$179K -$301K -6,497 -65%
MFT
2970
Moisand Fitzgerald Tamayo
Florida
$178K – – –
FDW
2971
Fourth Dimension Wealth
Ohio
$176K +$13K +280 +9%
BHWM
2972
Beaird Harris Wealth Management
Texas
$176K -$23.2K -500 -12%
SMBT
2973
Southern Michigan Bank & Trust
Michigan
$173K +$160K +3,451 New
CA
2974
Crewe Advisors
Utah
$172K +$11.6K +250 +8%
RFA
2975
Reyes Financial Architecture
California
$169K +$3.94K +85 +3%