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Name Holding Trade Value Shares
Change
Change in
Stake
AMM
2601
American Money Management
California
$534K +$350K +2,350 +184%
PPH
2602
Pure Portfolios Holdings
Oregon
$534K +$540K +3,627 New
QPW
2603
Quantum Private Wealth
Florida
$533K -$17K -114 -3%
AW
2604
Avion Wealth
Texas
$532K +$5.06K +34 +0.9%
AIP
2605
Almanack Investment Partners
Pennsylvania
$531K -$11.9K -80 -2%
MPIA
2606
Mountain Pacific Investment Advisers
Idaho
$530K -$43K -289 -7%
MA
2607
McBroom & Associates
Nevada
$530K – – –
S
2608
Sachetta
Massachusetts
$529K -$25.9K -174 -5%
MWM
2609
Mindset Wealth Management
Indiana
$529K +$535K +3,591 New
LF
2610
Lee Financial
Texas
$528K +$51.9K +349 +11%
MA
2611
MKT Advisors
California
$528K -$26.5K -178 -5%
MIA
2612
MeadowBrook Investment Advisors
Michigan
$526K +$204K +1,368 +62%
PP
2613
Pacifica Partners
Canada
$525K -$8.93K -60 -2%
PCM
2614
Pointe Capital Management
Michigan
$525K -$79.8K -536 -13%
BA
2615
Birinyi Associates
Connecticut
$524K -$362K -2,429 -41%
GGV
2616
GG Group Ventures
Florida
$524K +$482K +3,238 New
MCM
2617
Morton Capital Management
California
$523K +$30.1K +202 +6%
BIG
2618
Brooklyn Investment Group
New York
$521K -$523K -3,516 -50%
SWMP
2619
Signature Wealth Management Partners
New Jersey
$520K -$316K -2,120 -38%
LIG
2620
Lokken Investment Group
Delaware
$520K -$2.53K -17 -0.5%
LODC
2621
Lanham O'Dell & Company
West Virginia
$519K +$2.98K +20 +0.6%
OPWM
2622
Oakwell Private Wealth Management
Texas
$519K -$12.9K -87 -2%
WBCM
2623
Wilson & Boucher Capital Management
California
$519K – – –
BPWM
2624
Black Point Wealth Management
Florida
$518K -$8.78K -59 -2%
BCG
2625
Breakwater Capital Group
New Jersey
$517K -$49.6K -333 -9%