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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
3901
Montchanin Asset Management
Delaware
$1.01M +$936K +5,610 New
OCM
3902
Orleans Capital Management
Louisiana
$1.01M +$936K +5,610 New
VPP
3903
Vertex Planning Partners
Illinois
$1.01M -$110K -661 -11%
T
3904
TCWP
Ohio
$1.01M -$9.35K -56 -1%
SMG
3905
Smart Money Group
Texas
$1.01M +$213K +1,279 +29%
LW
3906
Libra Wealth
California
$1.01M +$166K +993 +22%
AWM
3907
Aspire Wealth Management
Massachusetts
$1M -$5.17K -31 -0.6%
KFS
3908
Kelly Financial Services
Massachusetts
$1M +$48.7K +292 +6%
TFG
3909
Taylor Financial Group
Virginia
$1M
FP
3910
Fiduciary Planning
Florida
$998K +$210K +1,261 +30%
E
3911
ETFidea
New York
$997K
SWG
3912
Summit Wealth Group
Vermont
$995K +$13K +78 +1%
WF
3913
Warner Financial
Maryland
$993K -$17.5K -105 -2%
USGIU
3914
U.S. Global Investors (USGI)
Texas
$992K +$918K +5,500 New
PIA
3915
Panoramic Investment Advisors
Colorado
$991K -$38.1K -228 -4%
MF
3916
Montis Financial
Massachusetts
$990K -$140K -837 -13%
RW
3917
Regimen Wealth
Georgia
$988K
BAM
3918
Bayshore Asset Management
Florida
$984K -$6.51K -39 -0.7%
TCM
3919
Tanaka Capital Management
New York
$983K +$9.18K +55 +1%
OIS
3920
Okabena Investment Services
Minnesota
$982K -$223K -1,335 -20%
SI
3921
Seeds Investor
New York
$981K +$408K +2,446 +82%
FWTB
3922
First Western Trust Bank
Colorado
$981K -$745K -4,462 -45%
KWAG
3923
Kiely Wealth Advisory Group
North Carolina
$979K +$66.8K +400 +8%
RC
3924
Rovin Capital
Arizona
$977K +$127K +759 +16%
SWM
3925
Selective Wealth Management
Virginia
$977K