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Name Holding Trade Value Shares
Change
Change in
Stake
ATFA
2501
All Terrain Financial Advisors
Minnesota
$383K – – –
LPAM
2502
Lodestar Private Asset Management
California
$383K -$20.5K -402 -5%
PCMC
2503
Planning Capital Management Corporation
Pennsylvania
$382K +$387K +7,565 New
ITIM
2504
Indiana Trust & Investment Management
Indiana
$382K +$6.54K +128 +2%
CAM
2505
Cypress Asset Management
Texas
$381K – – –
Atomi Financial Group
2506
Atomi Financial Group
New York
$381K -$175K -3,423 -31%
PAS
2507
Professional Advisory Services
Florida
$380K – – –
PPP
2508
Private Portfolio Partners
New Jersey
$380K -$19.8K -387 -5%
CCMIC
2509
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$379K -$26.2M -511,903 -99%
AAM
2510
Augustine Asset Management
Florida
$378K -$43.9K -859 -10%
EWP
2511
Engrave Wealth Partners
Texas
$378K +$38.9K +762 +11%
CA
2512
Cortland Associates
Missouri
$378K -$50K -978 -12%
FFG
2513
Frisch Financial Group
New York
$377K +$1.28K +25 +0.3%
WIA
2514
Wetzel Investment Advisors
Indiana
$376K +$380K +7,441 New
HCM
2515
Hollencrest Capital Management
California
$375K +$54.3K +1,062 +17%
FWM
2516
Fairhaven Wealth Management
Illinois
$375K +$1.07K +21 +0.3%
CCG
2517
Catalina Capital Group
California
$375K +$379K +7,427 New
BBW
2518
Blue Barn Wealth
Utah
$375K -$164K -3,215 -30%
BCM
2519
Brown Capital Management
Maryland
$375K – – –
TWM
2520
TriaGen Wealth Management
California
$375K +$102 +2 +0%
HAS
2521
HBW Advisory Services
California
$375K -$102K -2,003 -21%
PMFA
2522
Plante Moran Financial Advisors
Michigan
$375K +$93.6K +1,831 +33%
WG
2523
Watchman Group
Texas
$374K – – –
RWB
2524
RMR Wealth Builders
New Jersey
$373K -$15.5K -304 -4%
RCWM
2525
Royal Capital Wealth Management
Indiana
$373K – – –