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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
4526
Milestone Asset Management
Pennsylvania
$814K +$54.3K +250 +6%
MSWA
4527
Marshall & Sterling Wealth Advisors
New York
$813K +$130K +598 +16%
EPA
4528
Element Pointe Advisors
Florida
$812K
TCM
4529
TT Capital Management
California
$812K +$29.3K +135 +3%
FNWM
4530
Financial Network Wealth Management
Utah
$811K
PWMA
4531
Pension & Wealth Management Advisors
Massachusetts
$811K +$83.1K +383 +10%
MFG
4532
Monte Financial Group
Connecticut
$808K +$613K +2,824 +152%
TF
4533
Tenon Financial
New Jersey
$808K
SO
4534
Sierra Ocean
California
$807K +$20K +92 +2%
PCM
4535
Park Capital Management
Wisconsin
$804K +$135K +620 +17%
TIM
4536
Thompson Investment Management
Wisconsin
$804K
PFMU
4537
Privium Fund Management (UK)
United Kingdom
$804K +$890K +4,100 New
LSA
4538
Lansing Street Advisors
Pennsylvania
$803K +$179K +827 +24%
BBWP
4539
Beacon Bridge Wealth Partners
Pennsylvania
$803K +$27.1K +125 +3%
NP
4540
Ninepoint Partners
Ontario, Canada
$802K -$306K -1,408 -25%
OFP
4541
OLIO Financial Planning
Virginia
$801K -$58.4K -269 -6%
BF
4542
Brogan Financial
Tennessee
$800K +$56.9K +262 +7%
SA
4543
Stewardship Advisors
Pennsylvania
$799K +$10.2K +47 +1%
BWM
4544
Base Wealth Management
Florida
$797K +$909K +4,191 New
KP
4545
Kitching Partners
Pennsylvania
$795K -$18.4K -85 -2%
AWMG
4546
Alliance Wealth Management Group
New Jersey
$793K -$45.4K -209 -5%
BCG
4547
Bravias Capital Group
New Jersey
$793K -$413K -1,902 -31%
PAM
4548
PVG Asset Management
Colorado
$792K +$169K +778 +23%
OWA
4549
Outlook Wealth Advisors
Texas
$790K -$36.2K -167 -4%
MIC
4550
Meridian Investment Counsel
California
$789K +$3.25K +15 +0.4%