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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
1101
Park Avenue Securities
New York
$551K +$24.8K +254 +5%
HA
1102
Herold Advisors
New York
$550K -$89.7K -920 -15%
DWM
1103
Diversify Wealth Management
Utah
$548K +$429K +4,401 New
IEFM
1104
IQ EQ Fund Management
Ireland
$548K -$50.3K -516 -9%
KCM
1105
Kathmere Capital Management
Pennsylvania
$546K -$172K -1,765 -25%
RFG
1106
Range Financial Group
Oregon
$545K -$357K -3,664 -41%
FWTB
1107
First Western Trust Bank
Colorado
$545K -$107K -1,094 -17%
ZIG
1108
Zullo Investment Group
Pennsylvania
$545K -$16.3K -167 -3%
PP
1109
Pacifica Partners
Canada
$543K -$142K -1,459 -21%
PSB
1110
Passumpsic Savings Bank
Vermont
$541K -$59.2K -607 -10%
TF
1111
Tompkins Financial
New York
$539K -$102K -1,049 -17%
PGIM
1112
Pacific Global Investment Management
California
$539K -$103K -1,060 -17%
CHJWM
1113
Carlton Hofferkamp & Jenks Wealth Management
Texas
$538K -$77K -790 -16%
AAM
1114
Ascension Asset Management
New York
$537K -$208K -2,137 -29%
GL
1115
Graypoint LLC
New York
$535K -$56.9K -584 -10%
AFG
1116
Atomi Financial Group
New York
$534K -$113K -1,156 -18%
MG
1117
Mather Group
Illinois
$534K -$14.1M -145,117 -97%
LCGC
1118
Legacy Capital Group California
California
$533K -$61.1K -627 -11%
CCG
1119
Coastwise Capital Group
California
$533K -$145K -1,485 -22%
YIA
1120
YHB Investment Advisors
Connecticut
$533K -$56.4K -579 -10%
FP
1121
Fiduciary Planning
Florida
$531K -$99.3K -1,019 -16%
QCG
1122
Quadrant Capital Group
Ohio
$530K -$27.8K -285 -5%
MA
1123
MCF Advisors
Kentucky
$529K -$93.5K -959 -16%
FAM
1124
Formidable Asset Management
Ohio
$529K -$82.7K -848 -14%
ACM
1125
AlphaStar Capital Management
North Carolina
$528K -$12.9K -132 -2%