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Name Holding Trade Value Shares
Change
Change in
Stake
LC
1901
Legacy CG
Texas
$4.04M +$185K +1,475 +4%
SFS
1902
Stiles Financial Services
Minnesota
$4.04M +$82K +655 +2%
RWM
1903
Rench Wealth Management
Texas
$4.04M +$627K +5,009 +15%
LA
1904
LVW Advisors
New York
$4.03M +$104K +833 +2%
LG
1905
Lane Generational
Massachusetts
$4.03M -$193K -1,540 -4%
APWA
1906
Atlas Private Wealth Advisors
New Jersey
$4.02M -$81.3K -650 -2%
SC
1907
Skylands Capital
Wisconsin
$4.01M -$62.6K -500 -1%
AMC
1908
Asset Management Corp
Illinois
$4.01M +$966K +7,718 +26%
PFGIA
1909
Patriot Financial Group Insurance Agency
Massachusetts
$4.01M +$532K +4,255 +13%
ZR
1910
Zeno Research
New York
$4M +$457K +3,654 +11%
WEG
1911
World Equity Group
Illinois
$3.99M +$134K +1,068 +3%
PWC
1912
PYA Waltman Capital
Tennessee
$3.99M +$108K +864 +2%
CC
1913
Claybrook Capital
Massachusetts
$3.98M +$31.3K +250 +0.7%
RAM
1914
Redmond Asset Management
Virginia
$3.97M +$85.2K +681 +2%
ATFA
1915
All Terrain Financial Advisors
Minnesota
$3.96M +$16.3K +130 +0.3%
APP
1916
Avantax Planning Partners
Iowa
$3.96M +$1M +7,999 +27%
VHAM
1917
Van Hulzen Asset Management
California
$3.95M -$5.34M -42,645 -53%
SFO
1918
Stokes Family Office
Louisiana
$3.95M +$918K +7,339 +25%
WSC
1919
Wellington Shields & Co
New York
$3.95M +$516K +4,126 +12%
PFSC
1920
Peoples Financial Services Corp
Pennsylvania
$3.94M +$206K +1,647 +5%
GCM
1921
Glynn Capital Management
California
$3.94M
FWM
1922
Forefront Wealth Management
Pennsylvania
$3.94M -$668K -5,342 -13%
CC
1923
Commons Capital
Massachusetts
$3.94M -$15.8K -126 -0.3%
WAM
1924
Wilson Asset Management
Australia
$3.94M
NFG
1925
Nadler Financial Group
Illinois
$3.94M +$20.1K +161 +0.4%