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Name Holding Trade Value Shares
Change
Change in
Stake
ATIA
1351
American Trust Investment Advisors
New Hampshire
$1.11M
FWP
1352
Falcon Wealth Planning
California
$1.11M +$81.2K +51 +10%
AIM
1353
Aigen Investment Management
New York
$1.11M +$89.1K +56 +11%
CAL
1354
Capital Analysts LLC
Pennsylvania
$1.11M -$334K -210 -27%
AGC
1355
Aspen Grove Capital
Colorado
$1.11M +$3.18K +2 +0.4%
LTM
1356
Lotus Technology Management
Florida
$1.11M -$4.78K -3 -0.6%
WA
1357
WP Advisors
California
$1.09M
GQG Partners
1358
GQG Partners
Florida
$1.09M +$860K +540 New
BBES
1359
Buffalo Business & Estate Services
New York
$1.08M
SFC
1360
SYM Financial Corp
Indiana
$1.08M +$63.7K +40 +8%
SWP
1361
Semus Wealth Partners
Florida
$1.08M +$325K +204 +60%
SCM
1362
SCS Capital Management
Massachusetts
$1.08M -$113K -71 -12%
MB
1363
MidFirst Bank
Oklahoma
$1.08M
FG
1364
Foster Group
Iowa
$1.08M +$158K +99 +22%
SWM
1365
Sendero Wealth Management
Texas
$1.08M -$156K -98 -15%
GS
1366
GTS Securities
Florida
$1.07M +$328K +206 +62%
PWS
1367
Precision Wealth Strategies
Missouri
$1.07M -$3.18K -2 -0.4%
TYCC
1368
Texas Yale Capital Corp
Florida
$1.07M +$15.9K +10 +2%
ADL
1369
Asset Dedication LLC
California
$1.07M -$38.2K -24 -4%
XWL
1370
XXI Wealth LLC
Illinois
$1.07M +$41.4K +26 +5%
CTC
1371
Cetera Trust Company
Minnesota
$1.06M
AFA
1372
Arlington Financial Advisors
California
$1.05M +$63.7K +40 +8%
LP
1373
Longaeva Partners
Illinois
$1.05M -$30.4M -19,124 -97%
SAM
1374
SP Asset Management
California
$1.05M +$840K +528 New
CA
1375
CoreCap Advisors
Michigan
$1.05M -$12.7K -8 -1%