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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2801
Thrive Wealth Management
Pennsylvania
$3.86M +$73.3K +399 +2%
RCWM
2802
Royal Capital Wealth Management
Indiana
$3.86M +$80.8K +440 +2%
LWM
2803
Liberty Wealth Management
California
$3.84M +$11.9M +64,785 +326%
TA
2804
Tectonic Advisors
Texas
$3.83M -$365K -1,989 -9%
HA
2805
Harfst & Associates
Wyoming
$3.83M -$89.8K -489 -2%
OFS
2806
OneAscent Financial Services
Alabama
$3.83M +$278K +1,511 +8%
MGAM
2807
McGowan Group Asset Management
Texas
$3.83M -$25K -136 -0.7%
SA
2808
SAM Advisors
California
$3.83M -$117K -637 -3%
HC
2809
Hendley & Co
Ohio
$3.82M +$812K +4,419 +29%
GWP
2810
Gateway Wealth Partners
Wisconsin
$3.81M +$416K +2,264 +13%
KOC
2811
Koss-Olinger Consulting
Florida
$3.8M -$3.92M -21,340 -52%
XSC
2812
X-Square Capital
Puerto Rico
$3.79M -$67.8K -369 -2%
TPW
2813
Transatlantique Private Wealth
New York
$3.78M +$911K +4,961 +34%
CS
2814
Capital Square
Tennessee
$3.78M -$65.6K -357 -2%
PIC
2815
PCJ Investment Counsel
Ontario, Canada
$3.78M +$981K +5,340 +38%
HAG
2816
HF Advisory Group
Maryland
$3.78M +$95.3K +519 +3%
SAM
2817
Summit Asset Management
Tennessee
$3.78M +$264K +1,435 +8%
CCM
2818
Campbell Capital Management
Florida
$3.78M +$3.59M +19,550 New
CRA
2819
Clear Rock Advisors
Texas
$3.77M +$3.01M +16,380 +520%
VIM
2820
VELA Investment Management
Ohio
$3.77M +$898K +4,886 +33%
SCM
2821
Stevens Capital Management
Pennsylvania
$3.77M +$3.59M +19,516 New
SFA
2822
Semmax Financial Advisors
North Carolina
$3.76M +$239K +1,300 +6%
RIS
2823
Retirement Income Solutions
Michigan
$3.76M +$7.35K +40 +0.2%
OF
2824
Outfitter Financial
Maine
$3.75M +$551 +3 +0%
CFM
2825
Capricorn Fund Managers
United Kingdom
$3.75M -$781K -4,250 -18%