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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3576
MinichMacGregor Wealth Management
New York
$1.64M +$9.09K +60 +0.5%
UM
3577
Ulysses Management
New York
$1.64M – – –
TAM
3578
Tealwood Asset Management
Minnesota
$1.64M -$30.6K -202 -2%
FSA
3579
Financial Sense Advisors
California
$1.64M -$3.13M -20,663 -63%
LFA
3580
Legend Financial Advisors
Pennsylvania
$1.64M -$104K -689 -5%
XSC
3581
X-Square Capital
Puerto Rico
$1.64M -$59.1K -390 -3%
4WM
3582
4J Wealth Management
Virginia
$1.63M -$32K -211 -2%
ONSWM
3583
Old North State Wealth Management
North Carolina
$1.63M +$197K +1,299 +12%
PTCG
3584
Pring Turner Capital Group
California
$1.63M -$12.1K -80 -0.7%
PAG
3585
Powers Advisory Group
Illinois
$1.62M +$1.67K +11 +0.1%
PM
3586
Penbrook Management
New York
$1.62M -$212K -1,400 -11%
ACA
3587
Aspire Capital Advisors
Washington
$1.62M +$61.6K +407 +4%
TF
3588
TLWM Financial
Texas
$1.61M -$11.8K -78 -0.7%
KFS
3589
Kelly Financial Services
Massachusetts
$1.61M -$30.1K -199 -2%
MFG
3590
Monte Financial Group
Connecticut
$1.61M -$28.5K -188 -2%
BWM
3591
BlackDiamond Wealth Management
New York
$1.61M +$118K +777 +8%
EW
3592
Element Wealth
Mississippi
$1.61M +$29.7K +196 +2%
DA
3593
Drake & Associates
Wisconsin
$1.6M +$1.77M +11,718 New
CMBA
3594
C.M. Bidwell & Associates
Hawaii
$1.6M -$109K -723 -6%
CWAF
3595
Core Wealth Advisors (Florida)
Florida
$1.59M -$19.7K -130 -1%
DWM
3596
Defined Wealth Management
Oregon
$1.59M +$757 +5 +0%
MFT
3597
Moisand Fitzgerald Tamayo
Florida
$1.59M +$1.12M +7,373 +173%
HAI
3598
Hennessy Advisors Inc
California
$1.59M -$537K -3,548 -23%
AAIM
3599
Asset Advisors Investment Management
Georgia
$1.58M – – –
TAM
3600
Tucker Asset Management
Colorado
$1.58M +$887K +5,859 +102%
142 143
144
145 146