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Name Holding Trade Value Shares
Change
Change in
Stake
PG
3326
Proffitt & Goodson
Tennessee
$88.5K +$11.1K +41 +13%
TFG
3327
Team Financial Group
California
$88.4K +$812 +3 +0.8%
NOI
3328
Newton One Investments
Delaware
$86.7K +$541 +2 +0.6%
OCM
3329
Osterweis Capital Management
California
$85.8K -$41.7K -154 -30%
ECM
3330
Elgethun Capital Management
South Dakota
$85.8K -$242K -893 -72%
GJIA
3331
Glass Jacobson Investment Advisors
Maryland
$84.1K – – –
GA
3332
GoalVest Advisory
New York
$83.1K – – –
KAS
3333
Kemnay Advisory Services
New York
$80.2K -$11.1K -41 -11%
IWS
3334
Intentional Wealth Strategies
Colorado
$80.2K +$89.6K +331 New
CVM
3335
Cheviot Value Management
California
$79.5K – – –
Migdal Insurance & Financial Holdings
3336
Migdal Insurance & Financial Holdings
Israel
$79.3K +$10.8K +40 +14%
EWM
3337
Evolution Wealth Management
Florida
$78.5K – – –
CAM
3338
Clarity Asset Management
Iowa
$76.3K +$541 +2 +0.6%
W
3339
WealthCollab
Washington
$72.7K – – –
AW
3340
Ankerstar Wealth
Texas
$72K – – –
BTC
3341
Bank & Trust Company
Illinois
$71.7K – – –
MFP
3342
Meramec Financial Planners
Missouri
$71.5K +$5.68K +21 +8%
BDPWM
3343
Barnes Dennig Private Wealth Management
Ohio
$71.3K – – –
MBFW
3344
Morton Brown Family Wealth
Pennsylvania
$70.8K – – –
Q1WB
3345
Quest 10 Wealth Builders
Virginia
$70.7K +$1.62K +6 +2%
VWM
3346
Vermillion Wealth Management
Minnesota
$69.3K +$16.2K +60 +27%
QWM
3347
Quaker Wealth Management
New Jersey
$69.1K +$54.1K +200 +235%
MIM
3348
Manitou Investment Management
Ontario, Canada
$67.9K – – –
MSWM
3349
Mowery & Schoenfeld Wealth Management
Illinois
$66.3K -$8.39K -31 -10%
NECFA
3350
New England Capital Financial Advisors
Connecticut
$65.5K -$54.1K -200 -43%