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Name Holding Trade Value Shares
Change
Change in
Stake
MGI
5276
Miller Global Investments
Texas
$568K +$145K +657 +32%
ACM
5277
Avos Capital Management
Washington
$566K +$598K +2,716 New
SVWG
5278
Shared Vision Wealth Group
United States
$565K
SCM
5279
Stordahl Capital Management
Colorado
$564K
OBC
5280
Oakum Bay Capital
Connecticut
$564K +$88.1K +400 +17%
WC
5281
Wexford Capital
Florida
$563K -$546K -2,480 -48%
AEPWM
5282
Atlantic Edge Private Wealth Management
Florida
$563K -$38.1K -173 -6%
FGC
5283
First Growth Capital
Maryland
$562K +$18.1K +82 +3%
RWM
5284
Raffa Wealth Management
District of Columbia
$560K +$17.2K +78 +3%
WIM
5285
Wittenberg Investment Management
Massachusetts
$560K +$22M +100,087 +3,719%
HPM
5286
Hudson Portfolio Management
New York
$560K
BP
5287
BCK Partners
New York
$559K
SFP
5288
Sterling Financial Planning
New Jersey
$559K +$12.3K +56 +2%
AIA
5289
Armor Investment Advisors
North Carolina
$557K +$220 +1 +0%
TF
5290
Tandem Financial
Colorado
$556K +$177K +805 +43%
WIM
5291
Waycross Investment Management
Washington
$554K
CWMA
5292
Capstone Wealth Management (Alabama)
Alabama
$553K +$17K +77 +3%
CFSG
5293
Clark Financial Services Group
Missouri
$553K -$28.6K -130 -5%
BF
5294
bLong Financial
Tennessee
$552K -$66.1K -300 -10%
CWP
5295
Clark Wealth Partners
Illinois
$552K -$34.3K -156 -6%
CC
5296
Citrine Capital
California
$552K +$137K +620 +31%
MIM
5297
Macroview Investment Management
Maryland
$551K +$43.6K +198 +8%
SWA
5298
ShankerValleau Wealth Advisors
Illinois
$549K
AWM
5299
Allen Wealth Management
North Carolina
$549K +$97.8K +444 +20%
RWA
5300
Resolute Wealth Advisor
Ohio
$549K +$580K +2,635 New