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Name Holding Trade Value Shares
Change
Change in
Stake
EMCIP
5426
Ewing Morris & Co Investment Partners
Ontario, Canada
$536K +$3.2K +14 +0.6%
HFBOT
5427
Home Federal Bank of Tennessee
Tennessee
$535K +$45.8K +200 +9%
LSC
5428
Lesa Sroufe & Co
Washington
$534K
FI
5429
FWG Investments
Kentucky
$534K -$80.8K -353 -13%
CWR
5430
Chico Wealth RIA
California
$533K +$95.6K +418 +22%
OBC
5431
Oakum Bay Capital
Connecticut
$533K +$528K +2,307 New
DFC
5432
DBK Financial Counsel
Ohio
$532K
GCM
5433
Gunpowder Capital Management
Maryland
$531K +$526K +2,301 New
MWM
5434
Maimon Wealth Management
Israel
$531K +$526K +2,299 New
CTWM
5435
Cherry Tree Wealth Management
Minnesota
$529K +$196K +856 +60%
TF
5436
Theory Financial
Colorado
$529K -$11.4K -50 -2%
FGC
5437
First Growth Capital
Maryland
$528K +$592K +2,587 New
BFP
5438
Briaud Financial Planning
Texas
$527K
PFA
5439
Petra Financial Advisors
Colorado
$525K +$31.6K +138 +6%
JFG
5440
JDM Financial Group
Texas
$524K -$34.3K -150 -6%
PWA
5441
Peterson Wealth Advisors
Utah
$523K +$29.1K +127 +6%
DWM
5442
Denver Wealth Management
Colorado
$523K -$5.49K -24 -1%
FNWA
5443
Financial Network Wealth Advisors
Utah
$523K +$4.12K +18 +0.8%
PL
5444
Parthenon LLC
Kentucky
$523K -$28.6K -125 -5%
GF
5445
GGM Financials
Ohio
$522K -$25.9K -113 -5%
PS
5446
Pinney & Scofield
Massachusetts
$522K -$5.26K -23 -1%
FIC
5447
Family Investment Center
Missouri
$522K +$272K +1,190 +111%
TWG
5448
The Wealth Group
Minnesota
$521K +$149K +650 +40%
SWP
5449
Significant Wealth Partners
Illinois
$518K -$930K -4,065 -64%
II
5450
Impact Investors
California
$518K -$229 -1 -0%