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Name Holding Trade Value Shares
Change
Change in
Stake
RMSCM
5001
R.M. Sincerbeaux Capital Management
New York
$347K -$112K -600 -27%
AIA
5002
Acute Investment Advisory
Arizona
$347K -$2.42K -13 -0.8%
CC
5003
Cultivar Capital
Texas
$345K -$39.2K -210 -11%
RWIA
5004
Roger Wittlin Investment Advisory
California
$341K
CIA
5005
Citadel Investment Advisory
Ohio
$337K
ASGS
5006
Alpha Square Group S
New York
$337K +$298K +1,600 New
BF
5007
Brooklyn FI
New York
$334K -$4.1K -22 -1%
ES
5008
ETF Store
Kansas
$334K -$54.6K -293 -16%
AI
5009
ArchPoint Investors
Florida
$334K +$296K +1,586 New
PWM
5010
Pacific Wealth Management
California
$333K
FWM
5011
FMFE Wealth Management
New York
$332K
SMFG
5012
Sumitomo Mitsui Financial Group
Japan
$331K -$1.4M -7,504 -83%
APW
5013
Atlantic Private Wealth
North Carolina
$330K +$37.3K +200 +15%
CIM
5014
Contravisory Investment Management
Massachusetts
$329K -$411K -2,203 -58%
FVCM
5015
F&V Capital Management
Florida
$328K -$59.7K -320 -17%
RA
5016
Resolute Advisors
California
$328K
DC
5017
Dorval Corp
Minnesota
$327K
LIM
5018
Letson Investment Management
Georgia
$326K +$14.9K +80 +5%
BWS
5019
BCR Wealth Strategies
Alabama
$323K
VAG
5020
Vannoy Advisory Group
Texas
$323K
KPP
5021
Kings Path Partners
Texas
$322K +$285K +1,530 New
KMC
5022
Kirr Marbach & Co
Indiana
$320K
HWA
5023
Hillcrest Wealth Advisors
New Jersey
$319K -$49K -263 -15%
BIM
5024
Bullseye Investment Management
Ohio
$318K -$10.3K -55 -4%
DWA
5025
Divergent Wealth Advisors
Utah
$317K +$281K +1,507 New