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Name Holding Trade Value Shares
Change
Change in
Stake
PGH
1101
Partners Group Holding
Switzerland
$564K
EWM
1102
EPG Wealth Management
Georgia
$564K +$21.9K +100 +5%
LSPW
1103
Lake Street Private Wealth
Illinois
$562K +$43.4K +198 +9%
ACM
1104
Alethea Capital Management
Washington
$562K +$504K +2,302 New
IPW
1105
Inlet Private Wealth
Florida
$558K
MCWS
1106
McKinley Carter Wealth Services
West Virginia
$558K
WIM
1107
Wittenberg Investment Management
Massachusetts
$557K
RCA
1108
Resonant Capital Advisors
Wisconsin
$557K +$34.4K +157 +7%
JWCA
1109
J.W. Coons Advisors
Ohio
$547K +$113K +517 +30%
FAM
1110
Fenimore Asset Management
New York
$547K +$491K +2,240 New
CWP
1111
Capital Wealth Planning
Florida
$547K +$492K +2,244 New
DWM
1112
Darwin Wealth Management
Florida
$546K +$194K +884 +49%
WE
1113
Wealth Effects
Massachusetts
$546K +$490K +2,236 New
FAIM
1114
Financial Advocates Investment Management
Washington
$544K -$5.04K -23 -1%
AIM
1115
Axiom Investment Management
New York
$544K
GA
1116
GraniteShares Advisors
New York
$544K +$489K +2,231 New
PCA
1117
Peddock Capital Advisors
Massachusetts
$543K
CC
1118
Constitution Capital
Connecticut
$537K -$120K -550 -20%
BWP
1119
BSW Wealth Partners
Colorado
$533K +$23K +105 +5%
CAM
1120
Campion Asset Management
Virginia
$530K
HNWAG
1121
High Net Worth Advisory Group
Florida
$530K +$476K +2,171 New
VBCG
1122
Valley Brook Capital Group
Pennsylvania
$529K
MAA
1123
Mraz Amerine & Associates
California
$527K -$2.63K -12 -0.6%
VT
1124
Vise Technologies
New York
$527K +$473K +2,160 New
MC
1125
Manteio Capital
New Jersey
$526K +$472K +2,156 New