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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
3401
GoalFusion Wealth Management
Texas
$431K -$98.1K -220 -20%
CRI
3402
Commonwealth Retirement Investments
Virginia
$431K +$892 +2 +0.2%
PRI
3403
Prepared Retirement Institute
Pennsylvania
$430K -$596K -1,335 -60%
ELM
3404
Elite Life Management
Florida
$430K +$26.8K +60 +7%
SWM
3405
SFG Wealth Management
Maryland
$430K +$18.3K +41 +5%
PCFFS
3406
Pacific Center for Financial Services
California
$428K +$29.4K +66 +8%
SNBOSCI
3407
Security National Bank of Sioux City Iowa
Iowa
$428K -$44.6K -100 -10%
BC
3408
Broadwater Capital
Massachusetts
$427K -$8.92K -20 -2%
MFC
3409
Morris Financial Concepts
South Carolina
$427K -$27.7K -62 -7%
BAM
3410
Brave Asset Management
New Jersey
$422K -$37K -83 -9%
EIA
3411
Eldridge Investment Advisors
New Hampshire
$422K
AW
3412
Avion Wealth
Texas
$422K +$46.8K +105 +14%
OPPS
3413
Obsidian Personal Planning Solutions
Maryland
$422K +$108K +241 +33%
LC
3414
LCNB Corp
Ohio
$421K
BCP
3415
Blue Chip Partners
Michigan
$421K +$14.7K +33 +4%
MIM
3416
MTM Investment Management
South Carolina
$421K +$45.9K +103 +13%
CMTU
3417
Capital Markets Trading (UK)
United Kingdom
$420K -$3.86M -8,656 -91%
EA
3418
Emerald Advisors
Washington
$419K -$23.2K -52 -6%
AA
3419
ACT Advisors
North Carolina
$418K -$446 -1 -0.1%
CCM
3420
Chiron Capital Management
Florida
$418K -$223K -500 -37%
CWM
3421
C2C Wealth Management
Arizona
$418K
LCS
3422
Levin Capital Strategies
New York
$418K
TCM
3423
Tanaka Capital Management
New York
$417K
JSC
3424
Jackson Square Capital
California
$416K -$12.5K -28 -3%
LFS
3425
Lutz Financial Services
Nebraska
$416K +$13.8K +31 +4%