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Name Holding Trade Value Shares
Change
Change in
Stake
SAMT
3326
Select Asset Management & Trust
Pennsylvania
$2.47M -$118K -782 -4%
RI
3327
Rinkey Investments
California
$2.46M +$2.31M +15,261 New
Members Trust
3328
Members Trust
Florida
$2.46M -$184K -1,218 -6%
SWRP
3329
Summit Wealth & Retirement Planning
California
$2.46M +$19.5K +129 +0.7%
VFPW
3330
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.46M +$1.09M +7,230 +67%
FCM
3331
Firestone Capital Management
Florida
$2.45M +$50.1K +331 +2%
CCA
3332
Conservest Capital Advisors
Pennsylvania
$2.45M +$980K +6,469 +57%
LB
3333
Legacy Bridge
Iowa
$2.44M -$350K -2,310 -11%
MAP
3334
Milestone Advisory Partners
North Carolina
$2.44M -$3.33K -22 -0.1%
FNBSF
3335
First National Bank Sioux Falls
South Dakota
$2.43M
LA
3336
Latitude Advisors
Florida
$2.42M -$6.12M -40,408 -70%
QFA
3337
Quattro Financial Advisors
Texas
$2.42M +$1.08M +7,105 +67%
PFA
3338
Pathway Financial Advisors
Vermont
$2.42M +$30.7K +203 +1%
GSWM
3339
Greenup Street Wealth Management
Michigan
$2.42M +$232K +1,529 +9%
BG
3340
Benedetti & Gucer
Georgia
$2.41M -$15.4K -102 -0.6%
WAM
3341
Werlinich Asset Management
Connecticut
$2.41M -$133K -875 -5%
CCM
3342
Corsair Capital Management
New York
$2.41M +$1.51K +10 +0.1%
FGG
3343
Financial Guidance Group
Florida
$2.41M +$38.2K +252 +1%
WAOI
3344
Wealth Advisors of Iowa
Iowa
$2.41M +$349K +2,307 +15%
SAM
3345
Strategic Asset Management
Minnesota
$2.4M +$151 +1 +0%
BHWM
3346
Beaird Harris Wealth Management
Texas
$2.4M -$2.86M -18,858 -52%
DFS
3347
Dixon Fnancial Services
California
$2.4M +$40.4K +267 +2%
GITFIT
3348
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.39M +$57.4K +379 +2%
MFG
3349
Menard Financial Group
Texas
$2.39M -$776K -5,127 -23%
BFA
3350
Brendel Financial Advisors
New Hampshire
$2.39M -$661K -4,366 -20%