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Name Holding Trade Value Shares
Change
Change in
Stake
MTC
3351
McDaniel Terry & Co
Texas
$352K +$33.5K +92 +9%
IWP
3352
Innova Wealth Partners
Pennsylvania
$352K -$5.47K -15 -1%
RWA
3353
Rooted Wealth Advisors
Illinois
$352K +$34.3K +94 +10%
CCM
3354
Chickasaw Capital Management
Tennessee
$352K – – –
TFIPS
3355
Towarzystwo Funduszy Inwestycyjnych PZU SA
$352K -$54.7K -150 -12%
AWA
3356
Argos Wealth Advisors
California
$352K +$11.3K +31 +3%
GC
3357
Grange Capital
Oregon
$352K +$6.2K +17 +2%
GCA
3358
Genesee Capital Advisors
New York
$351K +$364 +1 +0.1%
B
3359
Bayban
Minnesota
$351K – – –
NWM
3360
Northwest Wealth Management
Iowa
$350K -$5.47K -15 -1%
NWM
3361
Nova Wealth Management
Florida
$349K +$16.4K +45 +4%
FCU
3362
Financial Concepts Unlimited
Maine
$349K +$386K +1,060 New
UWM
3363
Urban Wealth Management
California
$348K – – –
WAG
3364
Wheelhouse Advisory Group
Missouri
$348K -$16.4K -45 -4%
BPAMU
3365
BTG Pactual Asset Management US
New York
$348K – – –
BAS
3366
Breakthru Advisory Services
Wisconsin
$348K -$125K -343 -24%
DWS
3367
Discipline Wealth Solutions
South Carolina
$348K +$120K +328 +45%
RA
3368
Rise Advisors
New York
$347K -$5.83K -16 -1%
JFGLC
3369
Johnson Financial Group LLC (Colorado)
Colorado
$346K +$383K +1,052 New
AAM
3370
Ackerman Asset Management
Maryland
$346K -$4.74K -13 -1%
FIC
3371
FCG Investment Company
Tennessee
$346K +$383K +1,051 New
NPA
3372
Nichols & Pratt Advisers
Massachusetts
$345K -$9.11K -25 -2%
PWM
3373
Peterson Wealth Management
Nevada
$345K +$31K +85 +9%
LFS
3374
Legacy Financial Strategies
Kansas
$345K +$21.5K +59 +6%
Atalanta Sosnoff Capital
3375
Atalanta Sosnoff Capital
New York
$344K -$348K -955 -48%