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Name Holding Trade Value Shares
Change
Change in
Stake
DG
5051
Diesslin Group
Texas
$855K +$848K +3,705 New
PPWM
5052
Premier Private Wealth Management
Florida
$854K +$804K +3,515 New
HSG
5053
Helen Stephens Group
Texas
$852K +$297K +1,300 +54%
TPF
5054
Tribridge Partners Financial
Maryland
$850K
TA
5055
Townsend & Associates
Colorado
$850K -$62.5K -273 -7%
FI
5056
Fosun International
China
$849K
AWA
5057
Alaska Wealth Advisors
Alaska
$848K -$229 -1 -0%
PPW
5058
PACK Private Wealth
Minnesota
$847K -$19.9K -87 -2%
FFWA
5059
Forthright Family Wealth Advisory
Texas
$846K -$61.3K -268 -7%
DAS
5060
DMKC Advisory Services
Iowa
$845K +$308K +1,345 +58%
SFS
5061
Sharp Financial Services
Pennsylvania
$845K +$25.6K +112 +3%
TAM
5062
Trillium Asset Management
Massachusetts
$844K +$65.2K +285 +8%
ANBOT
5063
American National Bank of Texas
Texas
$844K -$11.9K -52 -1%
SI
5064
Sprott Inc
Ontario, Canada
$844K +$299K +1,305 +56%
PA
5065
Prosperity Advisers
Pennsylvania
$840K +$833K +3,640 New
FCFC
5066
First Citizens Financial Corp
Iowa
$840K -$229K -1,001 -22%
SCA
5067
Strathmore Capital Advisors
North Carolina
$839K +$100K +437 +14%
AU
5068
AlphaGrep UK
$839K +$832K +3,636 New
CWM
5069
Contango Wealth Management
California
$836K +$829K +3,624 New
FG
5070
Fairman Group
Pennsylvania
$836K
CWM
5071
Core Wealth Management
Florida
$836K +$46.2K +202 +6%
S
5072
Sachetta
Massachusetts
$836K -$1.57M -6,844 -65%
MUMSS
5073
Mitsubishi UFJ Morgan Stanley Securities
Japan
$836K +$828K +3,620 New
WWWM
5074
White Wing Wealth Management
Texas
$835K +$185K +808 +29%
DFA
5075
DHJJ Financial Advisors
Illinois
$834K -$7.78K -34 -0.9%