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Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
5151
Caitong International Asset Management
Hong Kong
$656K +$693K +3,148 +314,800%
SPA
5152
Sentinel Pension Advisors
Massachusetts
$656K +$39.4K +179 +6%
HWM
5153
HBE Wealth Management
Nebraska
$655K +$132K +601 +24%
BWG
5154
Berry Wealth Group
Texas
$654K
GC
5155
Granville Capital
North Carolina
$654K -$149K -677 -18%
AWM
5156
Absher Wealth Management
North Carolina
$653K -$19.8K -90 -3%
DWM
5157
Denver Wealth Management
Colorado
$653K +$192K +870 +38%
SWM
5158
Sagace Wealth Management
Florida
$652K -$14.5K -66 -2%
CCA
5159
Cottonwood Capital Advisors
Utah
$651K
RFG
5160
REAP Financial Group
Texas
$647K +$40.7K +185 +6%
MIM
5161
Montgomery Investment Management
Maryland
$646K +$109K +496 +19%
BFS
5162
Boyer Financial Services
California
$643K +$119K +539 +21%
SCM
5163
SOL Capital Management
Maryland
$642K -$5.99M -27,190 -89%
HA
5164
Hegarty Advisors
New York
$642K +$679K +3,082 New
RPA
5165
Redwood Park Advisors
California
$641K -$16.5K -75 -2%
SMWM
5166
Silvia McColl Wealth Management
California
$641K
TFA
5167
TPG Financial Advisors
Oregon
$640K -$33K -150 -5%
JF
5168
Joule Financial
Kentucky
$640K -$849K -3,856 -56%
CSC
5169
Caldwell Sutter Capital
California
$639K +$55.3K +251 +9%
SI
5170
Stirlingshire Investments
New York
$638K -$37K -168 -5%
SRCM
5171
Signature Resources Capital Management
California
$638K +$42.9K +195 +7%
PF
5172
Prota Financial
Texas
$637K -$48.9K -222 -7%
AAMC
5173
Asset Allocation & Management Company
Illinois
$636K
MCFP
5174
Mallini Complete Financial Planning
Florida
$633K
WCL
5175
Wealth Care LLC
Florida
$632K +$668K +3,036 New