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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1051
TD Capital Management
Tennessee
$853 – – –
IAS
1052
IMA Advisory Services
Colorado
$852 +$975 +5 New
BW
1053
Basepoint Wealth
Iowa
$682 – – –
HCM
1054
Hollencrest Capital Management
California
$682 – – –
TC
1055
Trust Company
Kansas
$682 – – –
DCM
1056
Davis Capital Management
Florida
$682 +$390 +2 +100%
DF
1057
Dunhill Financial
United Kingdom
$580 -$585 -3 -50%
BHWM
1058
Beaird Harris Wealth Management
Texas
$533 – – –
KB
1059
Kimelman & Baird
New York
$512 – – –
TCM
1060
Tradewinds Capital Management
Washington
$512 – – –
SA
1061
Seneschal Advisors
Washington
$512 +$195 +1 +50%
CW
1062
Curio Wealth
Maryland
$512 +$585 +3 New
SWP
1063
Strategic Wealth Partners
Ohio
$512 +$585 +3 New
VWA
1064
Valued Wealth Advisors
Utah
$342 – – –
QWM
1065
Quaker Wealth Management
New Jersey
$342 +$195 +1 +100%
GJIA
1066
Glass Jacobson Investment Advisors
Maryland
$342 +$390 +2 New
ECA
1067
Elevated Capital Advisors
Utah
$341 – – –
PWA
1068
Portus Wealth Advisors
North Carolina
$341 +$390 +2 New
TWM
1069
TopTier Wealth Management
Wisconsin
$341 +$390 +2 New
CJ
1070
Caitlin John
Michigan
$171 – – –
SWA
1071
SOA Wealth Advisors
New York
$171 – – –
VFM
1072
Vision Financial Markets
Connecticut
$171 – – –
SIM
1073
Synergy Investment Management
Florida
$171 +$195 +1 New
Norges Bank
1074
Norges Bank
Norway
– -$497M -2,206,846 Closed
Capital Research Global Investors
1075
Capital Research Global Investors
California
– -$197M -872,634 Closed