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Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
1626
Hummer Financial Advisory Services
Illinois
$829K +$21.1K +200 +3%
FFG
1627
Fortem Financial Group
California
$829K -$137K -1,301 -14%
LSPW
1628
Lake Street Private Wealth
Illinois
$828K -$105K -994 -11%
KA
1629
Klingman & Associates
New York
$828K -$13.4K -127 -2%
TWI
1630
Thomas White International
Illinois
$828K
PWMAG
1631
Pinnacle Wealth Management Advisory Group
New Jersey
$826K -$54.9K -520 -6%
TWM
1632
Tradition Wealth Management
Minnesota
$826K +$335K +3,172 +64%
PG
1633
Patten Group
Tennessee
$822K +$45.5K +431 +6%
BMCM
1634
Burns Matteson Capital Management
New York
$822K -$317 -3 -0%
PL
1635
Perpetual Ltd
Australia
$820K +$855K +8,100 New
CWP
1636
Capital Wealth Planning
Florida
$819K +$332K +3,142 +64%
QWM
1637
QP Wealth Management
New Jersey
$818K -$173K -1,642 -17%
IAIM
1638
International Assets Investment Management
Florida
$813K -$768K -7,277 -48%
TC
1639
Trust Company
Kansas
$811K -$179K -1,695 -17%
PPC
1640
Park Place Capital
Alabama
$810K +$8.24K +78 +1%
MPPLM
1641
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$808K -$450K -4,265 -35%
SLT
1642
St Louis Trust
Missouri
$806K
OC
1643
Oakworth Capital
Alabama
$802K +$109K +1,031 +15%
PCMI
1644
Paradigm Capital Management Inc
New York
$800K
GC
1645
Gilbert & Cook
Iowa
$799K +$249K +2,354 +43%
BC
1646
Brookfield Corp
Ontario, Canada
$799K +$833K +7,886 New
WB
1647
West Bancorporation
Iowa
$798K -$57K -540 -6%
BWA
1648
BDO Wealth Advisors
Florida
$796K -$34.8K -330 -4%
SOS
1649
Silver Oak Securities
Tennessee
$794K +$35.2K +333 +4%
SBF
1650
Sara-Bay Financial
Florida
$792K -$60.7K -575 -7%