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Name Holding Trade Value Shares
Change
Change in
Stake
NA
6126
Networth Advisors
Pennsylvania
$86.5K -$251 -1 -0.3%
RRMM
6127
Regatta Research & Money Management
Louisiana
$86.3K +$90.9K +362 New
CFS
6128
CGC Financial Services
Oregon
$84.1K – – –
GCM
6129
Glynn Capital Management
California
$84.1K +$14.1K +56 +19%
Sycomore Asset Management
6130
Sycomore Asset Management
France
$80K – – –
PP
6131
Paladin Partners
Wisconsin
$78.7K – – –
AW
6132
Affinity Wealth
Ohio
$76K +$80.1K +319 New
WT
6133
WHI Trust
Illinois
$73.6K – – –
Disciplina Capital Management
6134
Disciplina Capital Management
Tennessee
$72.7K – – –
DMKJ
6135
David M. Knott Jr
$71.5K – – –
MCA
6136
Maryland Capital Advisors
Maryland
$71.3K +$75.1K +299 New
Vestor Capital
6137
Vestor Capital
Illinois
$71K -$53.9M -214,610 -100%
SWA
6138
Strategic Wealth Advisors
Arizona
$68K +$20.1K +80 +37%
AAG
6139
Accordant Advisory Group
Maryland
$66.5K – – –
SAS
6140
Spurstone Advisory Services
Connecticut
$64.3K -$30.1K -120 -31%
UFF
6141
USA Financial Formulas
Michigan
$56.5K +$58.7K +234 +7,800%
GSEP
6142
Golden State Equity Partners
California
$56.2K -$30.2M -120,130 -100%
PMIM
6143
Prudent Man Investment Management
Colorado
$52.9K – – –
AIM
6144
Access Investment Management
Georgia
$50.8K – – –
MFG
6145
Mizuho Financial Group
Japan
$50.1K +$52.7K +210 New
RIAS
6146
Rachor Investment Advisory Services
Michigan
$47.2K -$43.9K -175 -47%
PS
6147
PayPay Securities
Japan
$42.9K +$251 +1 +0.6%
MG
6148
MilWealth Group
Wisconsin
$42.7K – – –
Atomic Invest
6149
Atomic Invest
New York
$40.2K +$12.3K +49 +41%
FS
6150
Financially Speaking
Colorado
$38.9K – – –