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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1501
C2C Wealth Management
Arizona
$383K
GHA
1502
Granite Harbor Advisors
Texas
$383K +$45.2K +99 +14%
GFA
1503
Gallagher Fiduciary Advisors
Illinois
$382K +$26.5K +58 +8%
TTWM
1504
TCV Trust & Wealth Management
Virginia
$381K -$45.6K -100 -11%
ITFISA
1505
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$381K +$5.48K +12 +2%
MWA
1506
Midland Wealth Advisors
Illinois
$381K -$6.39K -14 -2%
OWA
1507
Outlook Wealth Advisors
Texas
$380K +$5.93K +13 +2%
WWM
1508
Whalen Wealth Management
Nevada
$379K +$368K +807 New
ST
1509
Sentinel Trust
Texas
$378K +$1.37K +3 +0.4%
PSP
1510
Principal Street Partners
Tennessee
$377K +$367K +804 New
FAG
1511
Fortitude Advisory Group
Washington
$377K -$17.8K -39 -5%
DOA
1512
D'Orazio & Associates
Virginia
$377K
MW
1513
Maia Wealth
Colorado
$376K +$101K +222 +38%
CA
1514
Cullinan Associates
Kentucky
$376K
AWM
1515
Atticus Wealth Management
Florida
$375K
BCFD
1516
Boit C.F. David
$375K
USGIU
1517
U.S. Global Investors (USGI)
Texas
$375K
CL
1518
CVFG LLC
Indiana
$375K +$6.85K +15 +2%
LT
1519
Legacy Trust
Michigan
$375K
WC
1520
Wynn Capital
Georgia
$375K
PMSA
1521
Patrick M. Sweeney & Associates
Illinois
$374K
MCCP
1522
Mission Creek Capital Partners
California
$373K -$2.28K -5 -0.6%
SHGA
1523
Sand Hill Global Advisors
California
$372K +$8.22K +18 +2%
CA
1524
Claro Advisors
Massachusetts
$370K -$707K -1,548 -66%
FWA
1525
FSM Wealth Advisors
Ohio
$370K +$46.6K +102 +15%