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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2751
TMD Wealth Management
Arizona
$330K – – –
RWI
2752
Red Wave Investments
Pennsylvania
$329K +$1.98K +11 +0.6%
MWM
2753
Maltin Wealth Management
New Jersey
$329K +$29.3K +163 +10%
GGS
2754
Galvin Gaustad & Stein
Arizona
$327K -$8.99K -50 -3%
CQS
2755
Credential Qtrade Securities
$326K +$40.6K +226 +14%
4WM
2756
4J Wealth Management
Virginia
$326K -$2.7K -15 -0.8%
PM
2757
Penbrook Management
New York
$325K – – –
CIC
2758
Chase Investment Counsel
Virginia
$324K – – –
BCM
2759
Breiter Capital Management
Florida
$324K +$331K +1,841 New
RFG
2760
Range Financial Group
Oregon
$323K +$1.8K +10 +0.5%
PP
2761
PrairieView Partners
Minnesota
$323K +$8.99K +50 +3%
TC
2762
Tatro Capital
Kentucky
$322K +$8.09K +45 +3%
1IA
2763
1834 Investment Advisors
Wisconsin
$322K +$9.35K +52 +3%
CCA
2764
Cadent Capital Advisors
Oklahoma
$321K +$8.81K +49 +3%
HPIA
2765
Hamilton Point Investment Advisors
North Carolina
$320K – – –
SHWM
2766
Smith & Howard Wealth Management
Georgia
$319K -$24.8K -138 -7%
BFS
2767
Baskin Financial Services
Ontario, Canada
$319K – – –
EBA
2768
Eagle Bay Advisors
New York
$319K +$323K +1,795 New
FFG
2769
Ford Financial Group
California
$318K +$4.5K +25 +1%
EW
2770
Element Wealth
Mississippi
$318K +$21.9K +122 +7%
Cohen & Steers
2771
Cohen & Steers
New York
$317K – – –
HFA
2772
Hoover Financial Advisors
Pennsylvania
$317K +$76.1K +423 +31%
HCM
2773
Huber Capital Management
California
$316K -$917K -5,100 -74%
SA
2774
Shilanski & Associates
Alaska
$316K – – –
EE
2775
EWG Elevate
California
$315K -$31.8K -177 -9%