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Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
1501
Zuckerman Investment Group
Illinois
$804K
APFP
1502
Action Point Financial Planning
Michigan
$802K +$645K +405 New
SWP
1503
Strategic Wealth Partners
Ohio
$802K -$35K -22 -5%
TFA
1504
Trinity Financial Advisors
Ohio
$802K -$15.9K -10 -2%
KFG
1505
Kelly Financial Group
Connecticut
$800K
IGGA
1506
Iron Gate Global Advisors
Utah
$800K +$6.37K +4 +1%
RP
1507
Riverwater Partners
Wisconsin
$798K +$31.8K +20 +5%
BAM
1508
BOS Asset Management
Illinois
$798K +$38.2K +24 +6%
MCM
1509
Militia Capital Management
Texas
$796K -$274K -172 -30%
GMF
1510
Grace & Mercy Foundation
New York
$796K
SRC
1511
Shufro Rose & Co
New York
$796K
WAM
1512
Wakefield Asset Management
Colorado
$796K
OWP
1513
ORG Wealth Partners
Texas
$794K
CFCS
1514
CDM Financial Counseling Services
Connecticut
$794K -$325K -204 -34%
PIN
1515
Prudent Investors Network
California
$792K -$25.5K -16 -4%
Walleye Capital
1516
Walleye Capital
New York
$788K -$87M -54,663 -99%
QWP
1517
Quotient Wealth Partners
Texas
$787K -$82.8K -52 -12%
BC
1518
BDFS Capital
Delaware
$786K -$166K -104 -21%
BFG
1519
Beacon Financial Group
Texas
$786K +$63.7K +40 +11%
AG
1520
AlTi Global
New York
$786K -$2.02M -1,270 -76%
AAM
1521
Aureus Asset Management
Massachusetts
$786K +$97.1K +61 +18%
OWA
1522
Opal Wealth Advisors
New York
$784K +$25.5K +16 +4%
PA
1523
Probity Advisors
Texas
$784K -$31.8K -20 -5%
CWM
1524
Chemistry Wealth Management
New York
$784K +$7.96K +5 +1%
SCM
1525
Schnieders Capital Management
California
$784K +$627K +394 New