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Name Holding Trade Value Shares
Change
Change in
Stake
IF
4326
Insight Folios
North Carolina
$710K -$6.79K -37 -0.9%
OTL
4327
Oak Thistle LLC
New York
$710K +$761K +4,149 New
LCM
4328
Lunt Capital Management
Utah
$708K -$129K -703 -15%
LWP
4329
Laurel Wealth Planning
Minnesota
$705K
SMG
4330
Smart Money Group
Texas
$703K +$31.4K +171 +4%
TPM
4331
Triasima Portfolio Management
Quebec, Canada
$702K
SCA
4332
Scott Capital Advisors
Oregon
$694K -$40K -218 -5%
RAG
4333
RIA Advisory Group
Iowa
$693K -$57.8K -315 -7%
FFW
4334
Fusion Family Wealth
New York
$689K
PM
4335
Phraction Management
Connecticut
$683K
CIM
4336
Contravisory Investment Management
Massachusetts
$681K +$379K +2,064 +108%
LFASL
4337
Lugano Financial Advisors SA (LFA)
Switzerland
$681K -$487K -2,654 -40%
NEPPG
4338
New England Professional Planning Group
Rhode Island
$674K -$15.8K -86 -2%
SCM
4339
Shapiro Capital Management
Georgia
$673K -$12.8K -70 -2%
ITB
4340
Idaho Trust Bank
Idaho
$672K +$308K +1,681 +75%
CCA
4341
Cravens & Co Advisors
Tennessee
$671K +$550 +3 +0.1%
KFSC
4342
Keystone Financial Services (Colorado)
Colorado
$670K +$83.4K +455 +13%
PWS
4343
Precision Wealth Strategies
Missouri
$669K -$234K -1,274 -25%
CM
4344
Corvex Management
New York
$668K +$715K +3,900 New
VEA
4345
Virtus ETF Advisers
New York
$666K -$138K -753 -16%
PWG
4346
Private Wealth Group
Florida
$660K -$8.99K -49 -1%
WG
4347
Watchman Group
Texas
$650K -$40.3K -220 -5%
HFS
4348
Horizon Financial Services
North Carolina
$648K +$68.4K +373 +11%
ITFISA
4349
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$644K -$320K -1,743 -32%
TA
4350
TKG Advisors
Indiana
$643K +$397K +2,163 +136%