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Name Holding Trade Value Shares
Change
Change in
Stake
1NWS
1751
1 North Wealth Services
Maryland
$966K +$17.4K +311 +2%
OEP
1752
Ocean Endowment Partners
Illinois
$966K +$903K +16,132 New
NL
1753
NVWM LLC
Pennsylvania
$961K -$106K -1,892 -11%
HSWM
1754
Hubbell Strickland Wealth Management
Louisiana
$959K +$2.8K +50 +0.3%
9WM
1755
9258 Wealth Management
Ohio
$955K +$257K +4,601 +41%
KOMWMG
1756
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$952K +$890K +15,899 New
TCWM
1757
Total Clarity Wealth Management
Illinois
$952K +$890K +15,901 New
SAM
1758
SignalPoint Asset Management
Missouri
$950K -$13.3K -238 -1%
DLCIG
1759
D.L. Carlson Investment Group
New Hampshire
$946K -$32.2K -575 -4%
EGA
1760
E&G Advisors
Texas
$935K -$22.4K -400 -2%
UCMOK
1761
United Capital Management of KS
Kansas
$934K -$82.8K -1,479 -9%
EM
1762
ELCO Management
New York
$934K -$8.39K -150 -1%
Jones Financial Companies
1763
Jones Financial Companies
Missouri
$933K -$7.11K -127 -0.8%
GRP
1764
Global Retirement Partners
California
$931K -$93.3K -1,668 -10%
TCOO
1765
Trust Company of Oklahoma
Oklahoma
$926K -$1.9K -34 -0.2%
AC
1766
Athanor Capital
New York
$922K -$241K -4,300 -22%
PPP
1767
Private Portfolio Partners
New Jersey
$920K +$32.2K +575 +4%
AIM
1768
Allen Investment Management
New York
$918K -$120K -2,145 -12%
PA
1769
PFG Advisors
Arizona
$918K -$38.6K -690 -4%
PAIM
1770
Punch & Associates Investment Management
Minnesota
$917K -$48.4K -865 -5%
WGA
1771
Weather Gauge Advisory
Virginia
$917K +$224 +4 +0%
LTI
1772
Laffer Tengler Investments
Tennessee
$913K +$848K +15,161 +16,302%
PGAM
1773
Princeton Global Asset Management
New Jersey
$912K +$149K +2,659 +21%
ISWM
1774
Independent Solutions Wealth Management
New York
$910K +$851K +15,209 New
JAFL
1775
Jay A. Fishman Ltd
Michigan
$907K +$7.39K +132 +0.9%