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Name Holding Trade Value Shares
Change
Change in
Stake
FFG
2151
Fortem Financial Group
California
$502K -$6.02K -15 -1%
SAF
2152
Smith Anglin Financial
Texas
$502K +$84.7K +211 +20%
T
2153
TOBAM
France
$502K +$129K +322 +34%
CPA
2154
Cardiff Park Advisors
California
$502K – – –
DA
2155
DCM Advisors
New York
$501K +$119K +296 +31%
MAP
2156
Milestone Advisory Partners
North Carolina
$499K – – –
AC
2157
Aristides Capital
Kentucky
$495K – – –
LG
2158
LaFleur & Godfrey
Michigan
$495K – – –
VA
2159
Valmark Advisers
Ohio
$494K -$41.3K -103 -8%
BC
2160
Bridgefront Capital
Texas
$494K -$779K -1,941 -61%
TCM
2161
Tanaka Capital Management
New York
$493K – – –
SFWA
2162
Summit Financial Wealth Advisors
Louisiana
$493K +$112K +279 +28%
CCP
2163
Cassia Capital Partners
North Carolina
$491K +$10.4K +26 +2%
BBW
2164
Blue Barn Wealth
Utah
$491K +$26.5K +66 +6%
RW
2165
REDW Wealth
New Mexico
$491K -$113K -281 -18%
CAI
2166
Capital Advisors Inc
Oklahoma
$490K -$26.1K -65 -5%
AA
2167
AlphaQ Advisors
Florida
$489K -$41.3K -103 -8%
WP
2168
Westmount Partners
California
$487K – – –
FPCG
2169
Fort Pitt Capital Group
Pennsylvania
$485K +$1.2K +3 +0.2%
CAM
2170
Claret Asset Management
Quebec, Canada
$482K +$27.3K +68 +6%
CYG
2171
Clean Yield Group
Vermont
$481K +$201K +500 +71%
KBFS
2172
Kohmann Bosshard Financial Services
Ohio
$481K -$14.5K -36 -3%
VAG
2173
VisionPoint Advisory Group
Texas
$480K +$103K +256 +27%
TA
2174
TruWealth Advisors
Louisiana
$480K -$10K -25 -2%
PPWM
2175
Paragon Private Wealth Management
Kentucky
$480K -$7.22K -18 -1%