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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2851
Mindset Wealth Management
Indiana
$227K +$3.96K +30 +2%
CCG
2852
Catalina Capital Group
California
$227K -$53K -402 -19%
TWM
2853
TriaGen Wealth Management
California
$226K +$15.6K +118 +8%
SCM
2854
Silvant Capital Management
Georgia
$226K – – –
CF
2855
Claris Financial
Virginia
$226K -$107K -810 -33%
KTM
2856
Keeler Thomas Management
Utah
$225K -$1.58M -11,991 -88%
GWP
2857
Gateway Wealth Partners
Wisconsin
$225K +$218K +1,656 New
NWM
2858
Northwest Wealth Management
Iowa
$225K +$3.69K +28 +2%
OPA
2859
Old Port Advisors
Maine
$225K +$2.5K +19 +1%
PP
2860
Pingora Partners
Wyoming
$224K – – –
TIM
2861
Thompson Investment Management
Wisconsin
$224K – – –
SEM
2862
Strategic Equity Management
Arizona
$224K -$87.2K -661 -29%
IA
2863
Inspire Advisors
Idaho
$223K -$6.07K -46 -3%
ACM
2864
Ascent Capital Management
Oregon
$223K +$216K +1,640 New
CG
2865
Clarus Group
Texas
$223K -$29.3K -222 -12%
NCM
2866
Next Capital Management
New York
$222K +$215K +1,634 New
MCM
2867
Mainstay Capital Management
Michigan
$222K +$215K +1,632 New
HPBT
2868
Hickory Point Bank & Trust
Illinois
$222K – – –
B
2869
Birchbrook
Maine
$222K – – –
EIM
2870
Essex Investment Management
Massachusetts
$222K – – –
OFW
2871
Omnia Family Wealth
Florida
$221K +$215K +1,628 New
SWM
2872
Silverlake Wealth Management
Vermont
$221K +$214K +1,624 New
GWM
2873
GK Wealth Management
Nevada
$221K -$135K -1,027 -39%
DWM
2874
DecisionMap Wealth Management
Virginia
$221K -$264 -2 -0.1%
SIA
2875
SeaBridge Investment Advisors
New Jersey
$220K – – –