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Name Holding Trade Value Shares
Change
Change in
Stake
KA
801
Klingman & Associates
New York
$222K +$2.91K +11 +1%
7WCP
802
71 West Capital Partners
Massachusetts
$222K +$218K +824 New
PWMA
803
Pension & Wealth Management Advisors
Massachusetts
$222K -$32K -121 -13%
SW
804
SteelPeak Wealth
California
$222K +$217K +822 New
WPW
805
Waldron Private Wealth
Pennsylvania
$221K +$264 +1 +0.1%
SAM
806
Sawgrass Asset Management
Florida
$221K +$216K +818 New
QWP
807
Quotient Wealth Partners
Texas
$218K +$214K +810 New
WC
808
Waterloo Capital
Texas
$218K +$213K +807 New
KCM
809
Kanawha Capital Management
Virginia
$216K
IIC
810
Integrated Investment Consultants
Michigan
$216K -$264 -1 -0.1%
DS
811
DRW Securities
Illinois
$214K -$71.9K -272 -26%
CIA
812
Capital Investment Advisors
Georgia
$212K -$8.72K -33 -4%
RCA
813
Resonant Capital Advisors
Wisconsin
$211K +$207K +784 New
CK
814
Cohen Klingenstein
New York
$211K +$207K +783 New
PPW
815
Parcion Private Wealth
Washington
$211K +$206K +781 New
AHL
816
Abel Hall LLC
Louisiana
$210K +$206K +780 New
MHR
817
Matthew Hamilton Rosenberg
$210K -$264 -1 -0.1%
OFS
818
OneAscent Financial Services
Alabama
$209K +$205K +776 New
SWP
819
Stratos Wealth Partners
Ohio
$207K +$203K +766 New
CFG
820
Cooper Financial Group
California
$206K -$12.2K -46 -6%
MCM
821
Massar Capital Management
Connecticut
$205K +$201K +759 New
SSA
822
Sierra Summit Advisors
Nevada
$204K +$200K +758 New
QM
823
QVIDTVM Management
Texas
$202K -$534K -2,020 -73%
JIC
824
Joel Isaacson & Co
New York
$202K +$198K +748 New
Los Angeles Capital Management
825
Los Angeles Capital Management
California
$202K -$544K -2,058 -73%