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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
2301
Integris Wealth Management
California
$427K -$6.55K -138 -2%
RMAM
2302
Raab & Moskowitz Asset Management
New Jersey
$427K -$35K -737 -8%
IWN
2303
Independent Wealth Network
Iowa
$427K +$11.5K +243 +3%
PPC
2304
Park Place Capital
Alabama
$426K -$301K -6,345 -41%
AI
2305
Accredited Investors
Minnesota
$426K +$69.8K +1,470 +20%
DCM
2306
Dimension Capital Management
Florida
$426K +$17.7K +373 +4%
FBT
2307
First Bank & Trust
South Dakota
$425K -$196K -4,122 -32%
TCA
2308
Trifecta Capital Advisors
Illinois
$425K -$110K -2,315 -21%
PPW
2309
Pasadena Private Wealth
California
$423K – – –
SWS
2310
SYSTM Wealth Solutions
Illinois
$423K -$2.71M -57,163 -87%
AWA
2311
Acorn Wealth Advisors
Michigan
$422K +$8.69K +183 +2%
NLP
2312
Next Level Private
New York
$422K -$243K -5,117 -37%
WS
2313
Wela Strategies
Georgia
$419K +$15.9K +334 +4%
KF
2314
KKM Financial
Illinois
$418K – – –
QP
2315
Quilter Plc
United Kingdom
$418K -$26.8K -564 -6%
KCFA
2316
Key Client Fiduciary Advisors
New Jersey
$417K -$41.5K -873 -9%
PI
2317
Pettee Investors
Connecticut
$417K -$5.93K -125 -1%
ZIG
2318
Zuckerman Investment Group
Illinois
$416K -$5.22K -110 -1%
EWM
2319
Edge Wealth Management
New York
$416K +$3.09K +65 +0.7%
SCM
2320
Silvant Capital Management
Georgia
$415K – – –
AIS
2321
AM Investment Strategies
Tennessee
$415K +$8.4K +177 +2%
RCA
2322
Roberts Capital Advisors
Colorado
$415K – – –
BWG
2323
Beta Wealth Group
California
$414K +$9.59K +202 +2%
SA
2324
Strategic Advocates
Utah
$414K +$1.09K +23 +0.3%
DAC
2325
Dividend Assets Capital
South Carolina
$413K – – –