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Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
2126
Sage Private Wealth Group
Illinois
$419K +$57.3K +1,374 +17%
CSI
2127
Cross Staff Investments
New York
$419K -$48.1K -1,153 -11%
GCA
2128
Genesee Capital Advisors
New York
$418K +$584 +14 +0.2%
UFA
2129
US Financial Advisors
Massachusetts
$418K +$34.4K +825 +10%
AGWCA
2130
Annis Gardner Whiting Capital Advisors
Florida
$418K -$29.7K -712 -7%
NL
2131
Navalign LLC
California
$418K +$18.3K +438 +5%
PPWM
2132
Paragon Private Wealth Management
Kentucky
$418K -$34.6K -828 -8%
JWWM
2133
Johnson & White Wealth Management
Pennsylvania
$418K +$47.2K +1,130 +14%
WTA
2134
Washington Trust Advisors
Massachusetts
$418K -$170K -4,075 -30%
MAWCM
2135
Mine & Arao Wealth Creation & Management
California
$417K -$18.1K -434 -4%
LWM
2136
LongView Wealth Management
Georgia
$417K +$6.13K +147 +2%
DWM
2137
Darwin Wealth Management
Florida
$417K -$12.1K -291 -3%
RZH
2138
Relyea Zuckerberg Hanson
Connecticut
$417K +$8.43K +202 +2%
SWP
2139
Significant Wealth Partners
Illinois
$416K +$9.06K +217 +2%
OPA
2140
Old Port Advisors
Maine
$416K -$12.8K -306 -3%
RWA
2141
Redmont Wealth Advisors
Illinois
$416K – – –
S
2142
Sunpointe
Missouri
$416K -$2.67K -64 -0.7%
SFG
2143
Socha Financial Group
New York
$416K +$11.3K +270 +3%
DS
2144
DRW Securities
Illinois
$414K -$965K -23,111 -71%
BFO
2145
Biltmore Family Office
North Carolina
$413K +$4.17K +100 +1%
PAM
2146
Peak Asset Management
Colorado
$412K -$2.04K -49 -0.5%
GIA
2147
GHP Investment Advisors
Colorado
$412K +$45K +1,078 +13%
SPA
2148
Shore Point Advisors
New Jersey
$410K +$33.3K +798 +10%
CCA
2149
Cobblestone Capital Advisors
New York
$410K +$24.2K +580 +7%
ATFA
2150
All Terrain Financial Advisors
Minnesota
$409K +$584 +14 +0.2%