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Name Holding Trade Value Shares
Change
Change in
Stake
FSCM
5176
Front Street Capital Management
Montana
$632K +$4.4K +20 +0.7%
SFA
5177
Seneca Financial Advisors
New York
$632K +$62.5K +284 +10%
CRI
5178
Commonwealth Retirement Investments
Virginia
$629K -$325K -1,475 -33%
MSWA
5179
Marshall & Sterling Wealth Advisors
New York
$629K -$59.4K -270 -8%
AF
5180
Abound Financial
California
$628K -$4.4K -20 -0.7%
FI
5181
FWG Investments
Kentucky
$627K +$153K +696 +30%
NBWM
5182
North Berkeley Wealth Management
California
$627K +$33K +150 +5%
PIM
5183
Pullen Investment Management
Florida
$627K +$1.1K +5 +0.2%
OF
5184
Optimize Financial
California
$626K +$77.9K +354 +13%
SC
5185
Schiavi & Co
Delaware
$626K +$662K +3,005 New
MGM
5186
Miura Global Management
New York
$625K -$5.28M -24,000 -89%
NICM
5187
Neo Ivy Capital Management
New York
$625K +$660K +2,999 New
CMTU
5188
Capital Markets Trading (UK)
United Kingdom
$624K +$303K +1,375 +85%
BA
5189
Bellwether Advisors
Nebraska
$623K -$61K -277 -8%
SLA
5190
Silver Lake Advisory
Utah
$623K
KTM
5191
Keeler Thomas Management
Utah
$623K -$179K -811 -21%
BCG
5192
Bravias Capital Group
New Jersey
$622K -$522K -2,372 -44%
CMMS
5193
Comprehensive Money Management Services
Florida
$622K -$7.49K -34 -1%
BCA
5194
Bay Capital Advisors
Virginia
$621K
BWM
5195
Brickley Wealth Management
California
$621K +$16.1K +73 +3%
TB
5196
Terril Brothers
Missouri
$621K -$99.1K -450 -13%
KP
5197
Kitching Partners
Pennsylvania
$619K -$66.1K -300 -9%
T
5198
TrueFG
Texas
$617K -$202K -916 -24%
PIA
5199
Polaris Investment Advisors
Massachusetts
$616K
LWMNY
5200
Landmark Wealth Management (New York)
New York
$616K +$55.9K +254 +9%