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Name Holding Trade Value Shares
Change
Change in
Stake
SI
1551
Stirlingshire Investments
New York
$792K +$58.4K +294 +13%
WCFA
1552
Walkner Condon Financial Advisors
Wisconsin
$790K +$21.4K +108 +4%
BW
1553
Blalock Williams
Alabama
$789K +$993 +5 +0.2%
II
1554
Impact Investors
California
$787K -$135K -680 -21%
GC
1555
GFG Capital
Florida
$787K -$21.8K -110 -4%
FGG
1556
Financial Guidance Group
Florida
$784K
TFIPS
1557
Towarzystwo Funduszy Inwestycyjnych PZU SA
$784K +$61.5K +310 +14%
CAWM
1558
Capital Advisors Wealth Management
Washington
$784K -$6.35K -32 -1%
AIA
1559
AssuredPartners Investment Advisors
Florida
$778K -$41.7K -210 -8%
OL
1560
Odyssean LLC
Connecticut
$778K
TPBG
1561
Turning Point Benefit Group
Maryland
$770K -$29.4K -148 -5%
RS
1562
Rakuten Securities
Japan
$770K +$413K +2,082 +443%
BDPWM
1563
Barnes Dennig Private Wealth Management
Ohio
$769K +$25.8K +130 +5%
MM
1564
Mozayyx Management
Texas
$769K +$506K +2,550 New
GRR
1565
Golden Reserve Retirement
Ohio
$767K +$505K +2,542 New
Vanguard National Trust
1566
Vanguard National Trust
Pennsylvania
$766K
VDC
1567
Van Diest Capital
Iowa
$766K -$584K -2,942 -54%
WWM
1568
Western Wealth Management
Colorado
$760K +$500K +2,519 New
MSFS
1569
Main Street Financial Solutions
Pennsylvania
$759K +$499K +2,516 New
GWM
1570
Greenline Wealth Management
Florida
$759K +$86.2K +434 +21%
BFA
1571
Bill Few Associates
Pennsylvania
$758K +$199 +1 +0%
CIS
1572
Custom Index Systems
New York
$757K -$59.6K -300 -11%
ONGA
1573
O'Neil Global Advisors
California
$756K +$497K +2,505 New
KCP
1574
Kera Capital Partners
California
$755K -$160K -806 -24%
AF
1575
AGP Franklin
Tennessee
$754K