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Name Holding Trade Value Shares
Change
Change in
Stake
MMC
3851
Mizuho Markets Cayman
Cayman Islands
$818K -$35.1M -250,431 -98%
WIM
3852
Warwick Investment Management
Texas
$817K +$303K +2,162 +67%
WMWM
3853
Whitaker-Myers Wealth Managers
Ohio
$816K +$120K +857 +19%
RCM
3854
RMR Capital Management
California
$815K +$752K +5,364 New
RA
3855
Ruggaard & Associates
Ohio
$813K +$22.7K +162 +3%
SA
3856
Skyline Advisors
Washington
$811K +$748K +5,338 New
HIGP
3857
Hill Investment Group Partners
Missouri
$811K +$133K +950 +22%
RWM
3858
Refined Wealth Management
Utah
$811K +$17K +121 +2%
KA
3859
Kure Advisory
Minnesota
$810K -$27.1K -193 -3%
TPWM
3860
Twelve Points Wealth Management
Massachusetts
$810K +$58.3K +416 +8%
SC
3861
Seldon Capital
California
$808K
CWM
3862
Chicago Wealth Management
Illinois
$807K -$9.53K -68 -1%
NPFS
3863
Novak & Powell Financial Services
Florida
$807K +$745K +5,314 New
SC
3864
Saiph Capital
New Jersey
$805K -$14.2K -101 -2%
PWMG
3865
Pinnacle Wealth Management Group
Michigan
$805K -$36.4K -260 -5%
CPA
3866
Clear Point Advisors
New York
$803K +$741K +5,286 New
FWSM
3867
First Wilshire Securities Management
California
$803K -$105K -750 -12%
DMBA
3868
Deseret Mutual Benefit Administrators
Utah
$803K -$230K -1,640 -24%
AFO
3869
Arrowroot Family Office
California
$802K -$17.8K -127 -2%
AIA
3870
AIMZ Investment Advisors
California
$802K
EWP
3871
Elevation Wealth Partners
California
$802K +$524K +3,740 +145%
VDI
3872
Vaughan David Investments
Illinois
$800K -$85.4K -609 -10%
HWA
3873
Heartwood Wealth Advisors
Virginia
$800K
RA
3874
Riversedge Advisors
Delaware
$800K -$148K -1,058 -17%
KFS
3875
Kelly Financial Services
Massachusetts
$799K -$56.5K -403 -7%