Name Holding Trade Value Shares
Change
Change in
Stake
NERM
1351
New England Research & Management
Illinois
$408K -$46.2K -290 -9%
AW
1352
Alchemi Wealth
Connecticut
$408K -$2.87K -18 -0.6%
FFO
1353
Fiduciary Family Office
Florida
$407K +$446K +2,803 New
AC
1354
Addison Capital
Pennsylvania
$406K +$107K +670 +31%
BAM
1355
Berkshire Asset Management
Pennsylvania
$406K -$32.2K -202 -7%
KV
1356
Kickstand Ventures
New York
$406K – – –
SSW
1357
Smith Shellnut Wilson
Mississippi
$405K – – –
LEA
1358
Legacy Edge Advisors
New York
$405K +$164K +1,027 +58%
CF
1359
Clarity Financial
Texas
$404K +$26K +163 +6%
IFWM
1360
Institute for Wealth Management
Colorado
$403K +$159 +1 +0%
KFA
1361
Kelleher Financial Advisors
New York
$403K -$3.98K -25 -0.9%
MA
1362
MBA Advisors
Pennsylvania
$402K +$7.33K +46 +2%
EC
1363
EntryPoint Capital
New York
$402K +$441K +2,767 New
QC
1364
Quent Capital
New York
$401K -$28.7K -180 -6%
OPTFSNA
1365
Old Point Trust & Financial Services N A
Virginia
$401K – – –
AlphaCore Capital
1366
AlphaCore Capital
California
$399K -$129K -813 -23%
WAM
1367
Weatherly Asset Management
California
$398K +$955 +6 +0.2%
I
1368
InceptionR
California
$397K -$600K -3,769 -58%
SAM
1369
Summit Asset Management
Tennessee
$397K – – –
LWL
1370
Leo Wealth LLC
Texas
$396K -$18.5K -116 -4%
CFM
1371
Catalyst Funds Management
Australia
$396K -$2.32M -14,574 -84%
IWM
1372
Integris Wealth Management
California
$395K – – –
Banque Transatlantique
1373
Banque Transatlantique
France
$394K +$27.9K +175 +7%
CCM
1374
Cox Capital Management
Massachusetts
$392K – – –
GWA
1375
Gibson Wealth Advisors
Texas
$392K – – –