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Name Holding Trade Value Shares
Change
Change in
Stake
PJC
4251
Phillip James Consulting
Minnesota
$34K +$2.19K +12 +8%
HAP
4252
Harbor Asset Planning
Massachusetts
$31.9K – – –
MCRM
4253
Midway Capital Research & Management
Illinois
$31K +$27.4K +150 New
SWA
4254
Strategic Wealth Advisors
Arizona
$30K -$13.7K -75 -34%
ACM
4255
Accent Capital Management
Ohio
$29.2K – – –
FG
4256
Fairman Group
Pennsylvania
$28.8K – – –
JAM
4257
JCIC Asset Management
Ontario, Canada
$28.3K – – –
MSG
4258
Main Street Group
Virginia
$28.2K +$24.8K +136 New
EF
4259
Entrust Financial
Pennsylvania
$27.7K -$912 -5 -4%
BMC
4260
Bear Mountain Capital
Washington
$27.1K – – –
CI
4261
Clal Insurance
Israel
$27K +$2.55K +14 +12%
CG
4262
Curat Global
New Hampshire
$25.9K – – –
UIC
4263
Uniplan Investment Counsel
Wisconsin
$25.3K +$22.2K +122 New
PWA
4264
Principia Wealth Advisory
Texas
$25K +$4.92K +27 +29%
MCA
4265
Midwest Capital Advisors
Michigan
$24.8K +$21.9K +120 New
MBFW
4266
Morton Brown Family Wealth
Pennsylvania
$24.4K – – –
AI
4267
Atomic Invest
New York
$23.7K +$12K +66 +143%
ATC
4268
Advantage Trust Company
Kansas
$22.8K – – –
RTL
4269
Red Tortoise LLC
Georgia
$22.6K – – –
PWM
4270
Peterson Wealth Management
Nevada
$22.3K +$19.7K +108 New
PIP
4271
Philadelphia Investment Partners
New Jersey
$22.2K +$19.5K +107 New
PS
4272
PayPay Securities
Japan
$21.4K +$11.1K +61 +115%
EPAM
4273
Evelyn Partners Asset Management
$21.3K – – –
BCM
4274
Berbice Capital Management
New York
$20.7K – – –
RF
4275
Robbins Farley
New Hampshire
$20.7K – – –