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Name Holding Trade Value Shares
Change
Change in
Stake
GSAM
4351
Grant Street Asset Management
Pennsylvania
$997K
HHRDM
4352
H&H Retirement Design & Management
Nevada
$997K +$3.47K +16 +0.3%
MF
4353
Meridian Financial
Massachusetts
$995K -$4.34K -20 -0.4%
SWG
4354
Summit Wealth Group
Vermont
$995K -$74K -341 -6%
GC
4355
Guidance Capital
Kentucky
$995K -$217K -1,002 -16%
EF
4356
Exeter Financial
Arizona
$994K +$651 +3 +0.1%
FGG
4357
Financial Guidance Group
Florida
$994K +$171K +788 +18%
TWP
4358
Tower Wealth Partners
Pennsylvania
$993K +$67.5K +311 +6%
OPWM
4359
Oregon Pacific Wealth Management
Oregon
$991K -$8.25K -38 -0.7%
CAM
4360
Chesapeake Asset Management
New York
$990K +$202K +929 +22%
SI
4361
Severin Investments
Missouri
$990K +$510K +2,351 +82%
RS
4362
Retirement Solution
Washington
$989K -$192K -886 -15%
GB
4363
Goepper Burkhardt
South Carolina
$989K +$72.9K +336 +7%
POIA
4364
Pin Oak Investment Advisors
Texas
$988K -$76K -350 -7%
SIA
4365
SGL Investment Advisors
Montana
$986K +$467K +2,151 +72%
HWMC
4366
Heritage Wealth Management (California)
California
$985K +$36.7K +169 +3%
TFM
4367
Trademark Financial Management
Minnesota
$984K -$18.9K -87 -2%
CMTU
4368
Capital Markets Trading (UK)
United Kingdom
$982K -$740K -3,412 -40%
AAM
4369
Augustine Asset Management
Florida
$981K +$27.6K +127 +3%
OPPS
4370
Obsidian Personal Planning Solutions
Maryland
$981K +$21.7K +100 +2%
FOR
4371
Family Office Research
Maryland
$980K -$241K -1,112 -18%
LPFG
4372
Landing Point Financial Group
Ohio
$977K -$55.3K -255 -5%
NFA
4373
Northern Financial Advisors
Michigan
$975K -$42.1K -194 -4%
PCFFS
4374
Pacific Center for Financial Services
California
$974K -$31.7K -146 -3%
DWM
4375
DKM Wealth Management
California
$972K +$2.17K +10 +0.2%