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Name Holding Trade Value Shares
Change
Change in
Stake
IIA
1026
IPG Investment Advisors
California
$130K +$121K +10,600 New
ATPW
1027
Ashton Thomas Private Wealth
Arizona
$130K +$121K +10,589 New
XF
1028
XML Financial
Maryland
$129K -$15.7K -1,375 -12%
VCM
1029
Verde Capital Management
Michigan
$129K +$120K +10,511 New
CL
1030
CPWM LLC
Washington
$129K +$121K +10,543 New
WIM
1031
Westside Investment Management
California
$129K +$146K +12,745 +49%
AWE
1032
Avidian Wealth Enterprises
Texas
$128K -$19.1K -1,671 -14%
FWP
1033
Firethorn Wealth Partners
Georgia
$128K +$119K +10,441 New
AI
1034
Accredited Investors
Minnesota
$127K -$34K -2,969 -22%
4WM
1035
44 Wealth Management
Oregon
$127K – – –
BCA
1036
Bray Capital Advisors
Florida
$127K – – –
HC
1037
Hourglass Capital
Texas
$127K +$3.81K +333 +3%
BEAM
1038
Baker Ellis Asset Management
Washington
$126K +$118K +10,300 New
LA
1039
Latitude Advisors
Florida
$123K -$30.9K -2,700 -21%
PM
1040
Penbrook Management
New York
$123K -$11.4K -1,000 -9%
FLPIM
1041
F.L. Putnam Investment Management
Massachusetts
$123K -$3.43K -300 -3%
AF
1042
Arrow Financial
New York
$123K – – –
PPSG
1043
Princeton Portfolio Strategies Group
New Jersey
$123K – – –
CWG
1044
Cornerstone Wealth Group
North Carolina
$123K +$320 +28 +0.3%
CA
1045
Continuum Advisory
Idaho
$123K +$115K +10,036 New
AIM
1046
Acropolis Investment Management
Missouri
$123K +$115K +10,037 New
QP
1047
Quilter Plc
United Kingdom
$123K +$115K +10,067 New
FMP
1048
Financial Management Professionals
Texas
$119K +$105K +9,184 +1,698%
CFG
1049
CKW Financial Group
Hawaii
$118K – – –
AA
1050
Ancora Advisors
Ohio
$116K +$5.32K +465 +5%