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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
2951
Mainstay Capital Management
Michigan
$986K -$79.2K -154 -8%
CHP
2952
Cable Hill Partners
Oregon
$984K -$13.9K -27 -2%
PWM
2953
PBMares Wealth Management
Virginia
$984K +$9.26K +18 +1%
RP
2954
Rice Partnership
Hawaii
$983K +$33.4K +65 +4%
OFS
2955
OneAscent Financial Services
Alabama
$981K +$39.1K +76 +5%
MI
2956
Motiv8 Investments
Florida
$978K +$131K +255 +18%
CSIA
2957
Conrad Siegel Investment Advisors
Pennsylvania
$977K +$16K +31 +2%
SI
2958
Seeds Investor
New York
$975K +$273K +531 +45%
BMCM
2959
Black Maple Capital Management
Wisconsin
$973K -$412K -800 -32%
BWA
2960
BlueSky Wealth Advisors
North Carolina
$973K
EIP
2961
Ellis Investment Partners
Pennsylvania
$973K +$10.8K +21 +1%
KSB
2962
Kennebec Savings Bank
Maine
$971K +$873K +1,697 New
WWM
2963
WJ Wealth Management
Arizona
$970K -$17.5K -34 -2%
HWM
2964
Horizon Wealth Management
Illinois
$969K -$1.03K -2 -0.1%
CFO
2965
Callan Family Office
Pennsylvania
$969K +$375K +729 +76%
GWP
2966
Gen-Wealth Partners
Michigan
$968K -$245K -476 -23%
CAM
2967
Clark Asset Management
New Hampshire
$968K +$130K +253 +18%
GCM
2968
Gallacher Capital Management
Colorado
$968K -$217K -421 -20%
CA
2969
Carson Advisory
Georgia
$966K -$28.3K -55 -3%
TCWM
2970
Total Clarity Wealth Management
Illinois
$966K -$4.63K -9 -0.5%
CI
2971
Carroll Investors
South Carolina
$966K +$872K +1,694 New
XF
2972
XML Financial
Maryland
$965K +$61.7K +120 +8%
EFG
2973
Embree Financial Group
Illinois
$962K +$19.6K +38 +2%
OW
2974
Olistico Wealth
Oklahoma
$958K
GL
2975
Gerber LLC
Ohio
$958K