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Name Holding Trade Value Shares
Change
Change in
Stake
GA
4976
GFS Advisors
Texas
$77.8K -$67.9K -111 -1%
CBT
4977
CoreFirst Bank & Trust
Kansas
$77.2K – – –
AAG
4978
Accordant Advisory Group
Maryland
$76.6K – – –
BFS
4979
Beacon Financial Strategies
North Carolina
$76.6K – – –
PFO
4980
Pioneer Family Office
Florida
$76.6K -$301K -492 -78%
CFS
4981
CGC Financial Services
Oregon
$76.6K – – –
LAS
4982
Lloyd Advisory Services
Georgia
$72.9K -$160K -262 -67%
BMC
4983
Bear Mountain Capital
Washington
$72.7K – – –
CWM
4984
Cranbrook Wealth Management
Michigan
$72.3K -$3.06K -5 -4%
MCP
4985
Miller Capital Partners
Michigan
$71K – – –
BGA
4986
Battery Global Advisors
Massachusetts
$70.9K – – –
FF
4987
Friedenthal Financial
New Jersey
$70.5K – – –
BDPWM
4988
Barnes Dennig Private Wealth Management
Ohio
$70.4K -$74.6K -122 -49%
VARA
4989
Value Aligned Research Advisors
New Jersey
$69.8K +$75.8K +124 New
BCM
4990
Birch Capital Management
Texas
$68.2K – – –
LC
4991
Luminist Capital
Michigan
$67.6K +$73.4K +120 New
DCM
4992
Dorato Capital Management
Colorado
$66.9K – – –
UFF
4993
USA Financial Formulas
Michigan
$64.8K +$69.1K +113 +5,650%
GCM
4994
Glynn Capital Management
California
$64.2K – – –
BWM
4995
Benson Wealth Management
Tennessee
$62.5K – – –
MEG
4996
Millstone Evans Group
Colorado
$60.8K +$15.9K +26 +32%
1IA
4997
1620 Investment Advisors
Massachusetts
$60.3K -$1.83K -3 -3%
IA
4998
IFS Advisors
Kansas
$60.3K -$11K -18 -14%
SC
4999
Steph & Co
Wisconsin
$59.7K -$48.9K -80 -43%
CCG
5000
Capital CS Group
California
$59.7K +$64.8K +106 New