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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
2926
Sandbox Financial Partners
Maryland
$630K +$57.4K +146 +10%
PCM
2927
Princeton Capital Management
New Jersey
$629K +$165K +420 +37%
DWP
2928
Destiny Wealth Partners
Florida
$628K +$143K +364 +31%
VH
2929
Visionary Horizons
Tennessee
$627K +$786 +2 +0.1%
PM
2930
Phraction Management
Connecticut
$626K -$9.83K -25 -2%
AFA
2931
Allium Financial Advisors
Oregon
$625K -$44.4K -113 -7%
RIM
2932
Redwood Investment Management
Arizona
$624K -$709K -1,804 -54%
UPS
2933
UHLMANN PRICE SECURITIES
Illinois
$624K +$1.18K +3 +0.2%
AEPWM
2934
Atlantic Edge Private Wealth Management
Florida
$623K -$5.9K -15 -1%
BHPW
2935
Beverly Hills Private Wealth
California
$623K -$4.33K -11 -0.7%
PCM
2936
Payne Capital Management
New York
$622K +$63.7K +162 +12%
RA
2937
Riversedge Advisors
Delaware
$622K +$43.3K +110 +8%
FFA
2938
Fi3 Financial Advisors
Indiana
$620K +$43.6K +111 +8%
WSWA
2939
Warren Street Wealth Advisors
California
$620K +$136K +346 +29%
RIS
2940
Richmond Investment Services
Wisconsin
$618K -$27.5K -70 -4%
OIA
2941
Optimum Investment Advisors
Illinois
$618K -$13.4K -34 -2%
FIC
2942
Family Investment Center
Missouri
$616K -$46.4K -118 -7%
CIEC
2943
Crédit Industriel et Commercial
France
$616K -$455K -1,157 -43%
JFA
2944
JNBA Financial Advisors
Minnesota
$616K -$1.57K -4 -0.3%
FW
2945
FullCircle Wealth
Texas
$616K -$1.57K -4 -0.2%
LPFG
2946
Landing Point Financial Group
Ohio
$615K +$190K +483 +47%
CG
2947
Clifford Group
Massachusetts
$615K -$45.2K -115 -7%
SCA
2948
Sippican Capital Advisors
Massachusetts
$615K -$39.3K -100 -6%
AA
2949
AJ Advisors
Tennessee
$615K -$46.4K -118 -7%
KI
2950
Keystone Investors
Singapore
$614K +$596K +1,515 New