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Name Holding Trade Value Shares
Change
Change in
Stake
CEI
5601
Clark Estates Inc
New York
$900K – – –
Curry Webb Wealth Management
5602
Curry Webb Wealth Management
Indiana
$900K -$334K -1,167 -27%
Harborfront Financial Group
5603
Harborfront Financial Group
Michigan
$898K +$887K +3,102 New
H&H Retirement Design & Management
5604
H&H Retirement Design & Management
Nevada
$896K +$54.9K +192 +8%
Group One Trading
5605
Group One Trading
Illinois
$896K +$886K +3,097 New
Kahn Brothers Group
5606
Kahn Brothers Group
New York
$895K – – –
Roan Capital Partners
5607
Roan Capital Partners
Tennessee
$889K -$113K -396 -11%
Cascade Wealth Advisors
5608
Cascade Wealth Advisors
Washington
$889K – – –
Navis Wealth Advisors
5609
Navis Wealth Advisors
New York
$889K +$30.9K +108 +4%
Fullerton Advisors
5610
Fullerton Advisors
California
$885K -$98.7K -345 -10%
AI
5611
Arrien Investments
Idaho
$884K +$52.9K +185 +6%
Boyar Asset Management
5612
Boyar Asset Management
New York
$883K -$5.72K -20 -0.7%
IronBridge Private Wealth
5613
IronBridge Private Wealth
Texas
$882K +$286 +1 +0%
Dravo Bay
5614
Dravo Bay
Delaware
$880K -$79.2K -277 -8%
Dynamic Wealth Strategies
5615
Dynamic Wealth Strategies
California
$876K +$2K +7 +0.2%
MFFIA
5616
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$875K -$31.5K -110 -4%
Rempart Asset Management
5617
Rempart Asset Management
Canada
$874K -$740K -2,586 -46%
Financial Designs
5618
Financial Designs
California
$874K -$11.7K -41 -1%
CCAM
5619
Codex Capital Asset Management
Texas
$868K – – –
Birnam Oak Advisors
5620
Birnam Oak Advisors
New York
$868K +$858K +3,000 New
Pioneer Family Office
5621
Pioneer Family Office
Florida
$867K – – –
DMKC Advisory Services
5622
DMKC Advisory Services
Iowa
$866K -$143K -500 -14%
MFG
5623
MTM Financial Group
Pennsylvania
$862K -$56.3K -197 -6%
Eddie Patel Inc
5624
Eddie Patel Inc
Illinois
$860K +$286 +1 +0%
Atlantic Private Wealth
5625
Atlantic Private Wealth
North Carolina
$859K -$48.1K -168 -5%