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Name Holding Trade Value Shares
Change
Change in
Stake
TAWM
4351
Three Arch Wealth Management
California
$1.8M +$251K +1,000 +15%
QWM
4352
QP Wealth Management
New Jersey
$1.8M +$194K +773 +11%
MSFP
4353
Mark Sheptoff Financial Planning
Connecticut
$1.79M +$122K +485 +7%
SIA
4354
Serenity Investment Advisors
Illinois
$1.79M -$8.53K -34 -0.5%
SCM
4355
Sidoxia Capital Management
California
$1.79M -$22.1K -88 -1%
CA
4356
Claris Advisors
Missouri
$1.79M -$20.6K -82 -1%
WFAG
4357
Wescott Financial Advisory Group
Pennsylvania
$1.79M +$123K +489 +7%
IRC
4358
Investors Research Corp
Georgia
$1.79M -$179K -712 -9%
Cohen & Steers
4359
Cohen & Steers
New York
$1.79M +$201K +800 +12%
USGIU
4360
U.S. Global Investors (USGI)
Texas
$1.79M -$502K -2,000 -21%
MWA
4361
Midland Wealth Advisors
Illinois
$1.79M -$177K -705 -9%
QIM
4362
Quantitative Investment Management
Virginia
$1.79M -$8.35M -33,264 -82%
CNBT
4363
Cornerstone National Bank & Trust
Illinois
$1.79M -$207K -825 -10%
TAM
4364
Tealwood Asset Management
Minnesota
$1.78M +$1.88M +7,491 New
SWM
4365
SK Wealth Management
Rhode Island
$1.78M -$45.2K -180 -3%
WWMSC
4366
Wagner Wealth Management (South Carolina)
South Carolina
$1.78M -$85.6K -341 -4%
BF
4367
Baring Financial
Washington
$1.78M +$66.8K +266 +4%
NWA
4368
Navis Wealth Advisors
New York
$1.78M -$34.1K -136 -2%
AWM
4369
Avaii Wealth Management
Wisconsin
$1.78M +$15.1K +60 +0.8%
CS
4370
Crescent Sterling
Louisiana
$1.78M +$59.5K +237 +3%
2L
4371
25 LLC
Missouri
$1.78M +$12.6K +50 +0.7%
TCM
4372
Tributary Capital Management
Nebraska
$1.78M -$346K -1,379 -16%
JHC
4373
J. Hagan Capital
Kentucky
$1.77M -$12.8K -51 -0.7%
GCM
4374
Goldstream Capital Management
Hong Kong
$1.77M -$506K -2,016 -21%
VMMC
4375
V.M. Manning & Co
South Carolina
$1.77M +$1.87M +7,437 New