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Name Holding Trade Value Shares
Change
Change in
Stake
HPCM
5651
Hunter Perkins Capital Management
Illinois
$727K -$572K -2,000 -44%
DC
5652
Dahring Cusmano
Michigan
$725K +$107K +374 +18%
SC
5653
Scratch Capital
Idaho
$722K +$74.1K +259 +12%
DMKJ
5654
David M. Knott Jr
$722K
PP
5655
Pearl Planning
Michigan
$719K +$4.29K +15 +0.6%
IW
5656
Imprint Wealth
South Carolina
$718K -$104K -362 -13%
WT
5657
WHI Trust
Illinois
$718K -$4.86K -17 -0.7%
SEM
5658
Strategic Equity Management
Arizona
$718K
RWS
5659
Retirement Wealth Solutions
Wisconsin
$717K +$1.14K +4 +0.2%
CC
5660
Cultivar Capital
Texas
$716K +$210K +733 +42%
SC
5661
Shearwater Capital
Colorado
$713K -$89K -311 -11%
RWA
5662
Resolute Wealth Advisor
Ohio
$711K
EF
5663
Envision Financial
Wisconsin
$709K
TFM
5664
Trademark Financial Management
Minnesota
$707K
TPW
5665
Turn8 Private Wealth
$706K -$299K -1,047 -30%
JESC
5666
J.E. Simmons & Co
Texas
$706K -$4K -14 -0.6%
FAM
5667
Flaharty Asset Management
Florida
$705K -$1.67M -5,852 -72%
WG
5668
Watchman Group
Texas
$703K -$18.3K -64 -3%
MAM
5669
McCarthy Asset Management
California
$701K +$693K +2,424 New
IFPL
5670
Investments & Financial Planning LLC
Kentucky
$696K +$8.58K +30 +1%
DCU
5671
Dara Capital US
Florida
$695K
FCM
5672
Fairholme Capital Management
Florida
$694K
Blackstone Inc
5673
Blackstone Inc
New York
$693K -$2.22M -7,775 -76%
PA
5674
Powerhouse Assets
Massachusetts
$691K +$18.9K +66 +3%
DFS
5675
Demming Financial Services
Ohio
$690K +$147K +514 +27%