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Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
2501
Princeton Global Asset Management
New Jersey
$6.69M +$1.81M +8,857 +41%
MFG
2502
Menard Financial Group
Texas
$6.69M +$358K +1,748 +6%
HWA
2503
Heritage Wealth Advisors
Virginia
$6.68M -$51.1K -250 -0.8%
SWM
2504
StoneCrest Wealth Management
Arizona
$6.68M +$31.7K +155 +0.5%
BWA
2505
Bordeaux Wealth Advisors
California
$6.67M +$800K +3,909 +15%
MHIP
2506
Mountain Hill Investment Partners
New Jersey
$6.66M +$6.21M +30,354 New
PWP
2507
Pursue Wealth Partners
California
$6.64M -$2.43M -11,860 -28%
SOAMC
2508
Spirit of America Management Corp
New York
$6.63M +$92.1K +450 +2%
TCWA
2509
Turtle Creek Wealth Advisors
Texas
$6.62M +$1.14M +5,574 +23%
HBW
2510
Hazlett, Burt & Watson
West Virginia
$6.62M +$501K +2,449 +9%
NAM
2511
NTV Asset Management
West Virginia
$6.62M +$180K +882 +3%
AWM
2512
Aviso Wealth Management
Washington
$6.62M +$77.5K +379 +1%
TC
2513
TFR Capital
Texas
$6.61M +$6.16M +30,132 New
WEG
2514
World Equity Group
Illinois
$6.6M +$63.2K +309 +1%
TAM
2515
Tabor Asset Management
New York
$6.6M +$6.15M +30,071 New
MTWM
2516
Masso Torrence Wealth Management
New Jersey
$6.59M -$70K -342 -1%
OWMIAS
2517
One Wealth Management Investment & Advisory Services
Florida
$6.59M +$47.1K +230 +0.8%
DA
2518
DCF Advisers
Connecticut
$6.58M -$921K -4,500 -13%
IIM
2519
Intact Investment Management
Quebec, Canada
$6.58M -$237K -1,160 -4%
CVSC
2520
C.V. Starr & Co
New York
$6.58M +$6.14M +30,000 New
CCM
2521
Chickasaw Capital Management
Tennessee
$6.58M -$8.18K -40 -0.1%
BIA
2522
Baer Investment Advisory
California
$6.57M +$5.21M +25,480 New
BWAM
2523
Boyd Watterson Asset Management
Ohio
$6.56M +$449K +2,193 +8%
AF
2524
AGP Franklin
Tennessee
$6.56M +$6.12M +29,899 New
AA
2525
Aire Advisors
California
$6.55M +$528K +2,581 +9%