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Name Holding Trade Value Shares
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Change in
Stake
FW
4901
Fairway Wealth
Ohio
$135K +$112K +183 +321%
WA
4902
Walsh & Associates
Florida
$128K +$53.8K +88 +63%
P
4903
Palladiem
Pennsylvania
$124K -$21.4K -35 -14%
BFS
4904
Bare Financial Services
Pennsylvania
$122K +$36.1K +59 +37%
TBFA
4905
Three Bearings Fiduciary Advisors
New Hampshire
$119K
MWPCG
4906
Measured Wealth Private Client Group
New Hampshire
$118K -$611 -1 -0.5%
HC
4907
Hurley Capital
New York
$118K +$37.9K +62 +42%
PCA
4908
Providence Capital Advisors
North Carolina
$116K +$126K +206 New
AFA
4909
Alpha Financial Advisors
North Carolina
$115K +$125K +204 New
IWM
4910
IMG Wealth Management
Florida
$113K +$67.3K +110 +121%
RCM
4911
Richardson Capital Management
Wisconsin
$113K -$21.4K -35 -15%
PCR
4912
Potrero Capital Research
California
$113K -$11K -18 -8%
MFS
4913
Montgomery Financial Services
Maryland
$113K +$122K +200 New
PSB
4914
Piscataqua Savings Bank
New Hampshire
$113K -$1.83K -3 -1%
SFAM
4915
Sawyer Falduto Asset Management
Illinois
$112K
FPB
4916
First PREMIER Bank
South Dakota
$109K
KCM
4917
Key Capital Management
Tennessee
$109K +$6.73K +11 +6%
DCM
4918
Davis Capital Management
Florida
$106K +$87.4K +143 +318%
WFA
4919
West Financial Advisors
Iowa
$104K
HA
4920
Hyposwiss Advisors
$100K
FCMT
4921
Founders Capital Management (Texas)
Texas
$99.7K
GJIA
4922
Glass Jacobson Investment Advisors
Maryland
$99.1K -$123K -201 -53%
RWS
4923
Retirement Wealth Solutions
Wisconsin
$98K -$4.89K -8 -4%
IWP
4924
IAG Wealth Partners
Wisconsin
$97.4K -$11.6K -19 -10%
SA
4925
Seneschal Advisors
Washington
$96.3K