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Name Holding Trade Value Shares
Change
Change in
Stake
Hardin Capital Partners
5551
Hardin Capital Partners
South Carolina
$510K -$195K -776 -27%
Cherry Tree Wealth Management
5552
Cherry Tree Wealth Management
Minnesota
$509K -$42.2K -168 -7%
January Capital Advisors
5553
January Capital Advisors
California
$509K – – –
GR Financial Group
5554
GR Financial Group
Arizona
$508K +$71.5K +285 +15%
Friday Financial
5555
Friday Financial
Iowa
$508K +$46.7K +186 +10%
Forum Private Client Group
5556
Forum Private Client Group
Indiana
$508K +$67.3K +268 +14%
Cambridge Capital Management
5557
Cambridge Capital Management
Illinois
$507K – – –
Allen Wealth Management
5558
Allen Wealth Management
North Carolina
$503K -$132K -524 -20%
Curio Wealth
5559
Curio Wealth
Maryland
$502K +$18.8K +75 +4%
IAA
5560
Ironsides Asset Advisors
North Carolina
$502K – – –
Lifelong Wealth Advisors
5561
Lifelong Wealth Advisors
Minnesota
$501K +$103K +410 +24%
Sterling Wealth Management
5562
Sterling Wealth Management
Illinois
$500K +$50K +199 +10%
Peterson Wealth Advisors
5563
Peterson Wealth Advisors
Utah
$499K +$2.51K +10 +0.5%
Vectors Research Management
5564
Vectors Research Management
New York
$499K +$38.9K +155 +8%
Succession Financial
5565
Succession Financial
Texas
$499K +$525K +2,093 New
Westco Advisory Services
5566
Westco Advisory Services
New York
$499K – – –
P.A.W. Capital
5567
P.A.W. Capital
Connecticut
$497K – – –
IFS
5568
Ifrah Financial Services
Arkansas
$496K -$1.76K -7 -0.3%
Essential Planning
5569
Essential Planning
New Hampshire
$495K +$16.1K +64 +3%
Passive Capital Management
5570
Passive Capital Management
Maryland
$494K -$53.5K -213 -9%
Forge Financial Services
5571
Forge Financial Services
Oklahoma
$494K – – –
Kanen Wealth Management
5572
Kanen Wealth Management
Florida
$494K -$14.8K -59 -3%
Shakespeare Wealth Management
5573
Shakespeare Wealth Management
Wisconsin
$493K +$239K +953 +85%
Bucket List Wealth Management
5574
Bucket List Wealth Management
Florida
$493K +$55.2K +220 +12%
GWI
5575
Grace & White Inc
New York
$492K – – –