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Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
2751
Patriot Investment Management Group
Tennessee
$324K +$1.03K +4 +0.4%
EA
2752
Ellsworth Advisors
Ohio
$324K +$1.03K +4 +0.4%
CL
2753
CIM LLC
New York
$323K – – –
MMA
2754
Mizuho Markets Americas
New York
$323K -$1.25M -4,857 -82%
FNWA
2755
Financial Network Wealth Advisors
Utah
$323K +$258 +1 +0.1%
CFP
2756
Cypress Financial Planning
New Jersey
$323K -$17.5K -68 -6%
IA
2757
IAM Advisory
Pennsylvania
$321K +$1.8K +7 +0.6%
LWA
2758
Lantern Wealth Advisors
New York
$321K +$280K +1,088 New
FWM
2759
FMB Wealth Management
California
$321K -$8.76K -34 -3%
TC
2760
TFR Capital
Texas
$319K +$15.2K +59 +6%
CA
2761
Calton & Associates
Florida
$319K +$27.6K +107 +11%
RDFA
2762
Ritter Daniher Financial Advisory
Ohio
$319K – – –
VFG
2763
V2 Financial group
Illinois
$318K +$7.73K +30 +3%
AMM
2764
American Money Management
California
$318K +$278K +1,080 New
WIM
2765
Westside Investment Management
California
$318K +$41.7K +162 +18%
GSIAS
2766
Garden State Investment Advisory Services
New Jersey
$317K -$82.7K -321 -23%
IA
2767
Intellus Advisors
Florida
$317K – – –
LI
2768
LifeWealth Investments
Florida
$317K – – –
BHWM
2769
Beaird Harris Wealth Management
Texas
$317K +$5.41K +21 +2%
RCP
2770
Rothschild Capital Partners
New York
$315K – – –
UHC
2771
Union Heritage Capital
Michigan
$315K – – –
WCM
2772
Warburton Capital Management
Oklahoma
$315K +$24.2K +94 +8%
PWM
2773
Pacific Wealth Management
California
$315K +$275K +1,068 New
AIA
2774
Arbor Investment Advisors
North Carolina
$314K – – –
SCI
2775
Silver Coast Investments
United States
$314K -$17.3K -67 -6%