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Name Holding Trade Value Shares
Change
Change in
Stake
CCFP
3151
Charles Carroll Financial Partners
Massachusetts
$988K +$502K +3,970 +83%
GCA
3152
Genesee Capital Advisors
New York
$985K -$221K -1,749 -17%
CCM
3153
CloudAlpha Capital Management
Hong Kong
$983K -$25.2M -199,300 -96%
IIA
3154
ICW Investment Advisors
Arizona
$980K +$3.29K +26 +0.3%
WAOI
3155
Wealth Advisors of Iowa
Iowa
$980K +$44.5K +352 +4%
LB
3156
Legacy Bridge
Iowa
$974K
RFN
3157
Redwood Financial Network
Ohio
$973K +$17.2K +136 +2%
CA
3158
Centerpoint Advisors
Massachusetts
$972K +$152K +1,206 +16%
MSFP
3159
Mark Sheptoff Financial Planning
Connecticut
$969K +$385K +3,045 +55%
PCM
3160
Palouse Capital Management
Washington
$967K -$587K -4,646 -35%
BFA
3161
Beacon Financial Advisory
Ohio
$965K -$79.9K -632 -7%
CNBT
3162
Cornerstone National Bank & Trust
Illinois
$964K +$1.08M +8,527 New
EC
3163
Enhancing Capital
Pennsylvania
$960K
RB
3164
Richmond Brothers
Michigan
$959K -$7.58K -60 -0.7%
CFA
3165
Cahill Financial Advisors
Minnesota
$959K +$28.9K +229 +3%
HCM
3166
Hengehold Capital Management
Ohio
$958K -$78.5K -621 -7%
VBCG
3167
Valley Brook Capital Group
Pennsylvania
$958K +$51.8K +410 +5%
SWRP
3168
Summit Wealth & Retirement Planning
California
$957K +$1.26K +10 +0.1%
EBWM
3169
Eagle Bluffs Wealth Management
Missouri
$956K +$67K +530 +7%
ECA
3170
Elevated Capital Advisors
Utah
$953K +$1.07M +8,432 New
NWMG
3171
National Wealth Management Group
Ohio
$948K +$497K +3,936 +88%
VCP
3172
Vista Capital Partners
Oregon
$947K -$35.4K -280 -3%
HRC
3173
Hoertkorn Richard Charles
$946K +$449K +3,555 +74%
Tudor Investment Corp
3174
Tudor Investment Corp
Connecticut
$943K -$2.41M -19,071 -70%
DI
3175
DAGCO Inc
Ohio
$942K +$51.2K +405 +5%