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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
3051
Flaharty Asset Management
Florida
$1.06M
FNWM
3052
Financial Network Wealth Management
Utah
$1.06M +$19.9K +120 +2%
PCM
3053
Poehling Capital Management
Wisconsin
$1.06M
PPW
3054
Pasadena Private Wealth
California
$1.05M -$86.4K -520 -8%
PCTC
3055
Perkins Coie Trust Company
Washington
$1.05M
WFPG
3056
Waller Financial Planning Group
Ohio
$1.05M +$86.4K +520 +9%
ICP
3057
Interchange Capital Partners
Pennsylvania
$1.05M +$130K +780 +15%
KBFS
3058
Kohmann Bosshard Financial Services
Ohio
$1.05M -$3.32K -20 -0.3%
AWM
3059
AllSquare Wealth Management
New York
$1.05M +$36.6K +220 +4%
MFGM
3060
Marshall Financial Group (Maryland)
Maryland
$1.05M +$73.1K +440 +8%
VBCG
3061
Valley Brook Capital Group
Pennsylvania
$1.04M +$93.1K +560 +10%
OPCM
3062
Osborne Partners Capital Management
California
$1.04M +$73.1K +440 +8%
APC
3063
Aspire Private Capital
North Carolina
$1.04M +$206K +1,240 +26%
SFS
3064
Summit Financial Strategies
Ohio
$1.04M -$6.65K -40 -0.7%
RS
3065
Retirement Solution
Washington
$1.04M -$89.7K -540 -8%
SVI
3066
Strategic Vision Investment
Hong Kong
$1.03M -$4.32M -26,000 -81%
SCM
3067
Snow Capital Management
Pennsylvania
$1.03M -$665K -4,000 -40%
SSW
3068
Smith Shellnut Wilson
Mississippi
$1.03M -$532K -3,200 -35%
OR
3069
Olympiad Research
Connecticut
$1.03M -$216K -1,300 -18%
NPF
3070
Norris Perne & French
Michigan
$1.03M -$13.3K -80 -1%
BMCM
3071
Black Maple Capital Management
Wisconsin
$1.03M
CI
3072
CAZ Investments
Texas
$1.03M
UIA
3073
UBP Investment Advisors
Switzerland
$1.03M -$379K -2,280 -28%
ETI
3074
Enterprise Trust & Investment
California
$1.02M
LWP
3075
Lumature Wealth Partners
Georgia
$1.02M +$166K +1,000 +20%