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Name Holding Trade Value Shares
Change
Change in
Stake
ANB
3051
Amarillo National Bank
Texas
$360K -$8.08K -69 -2%
SSG
3052
Summit Securities Group
New York
$360K -$637K -5,438 -66%
CWMGP
3053
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$360K +$328K +2,800 New
GWM
3054
GDS Wealth Management
Texas
$359K +$131K +1,115 +66%
RA
3055
Rise Advisors
New York
$359K +$5.03K +43 +2%
TM
3056
TigerOak Management
New Mexico
$359K -$1.41K -12 -0.4%
CFP
3057
Curran Financial Partners
South Carolina
$359K +$8.43K +72 +3%
BSAM
3058
Blue Square Asset Management
New York
$359K – – –
JFG
3059
JMG Financial Group
Illinois
$358K +$819 +7 +0.3%
VEM
3060
Vann Equity Management
Texas
$358K +$326K +2,783 New
KIG
3061
Kennedy Investment Group
New Jersey
$357K -$5.27K -45 -2%
SPW
3062
Signet Private Wealth
Illinois
$357K +$585 +5 +0.2%
WA
3063
Waterford Advisors
New York
$357K – – –
CFO
3064
Collective Family Office
Pennsylvania
$356K -$27.3K -233 -8%
PSP
3065
Principal Street Partners
Tennessee
$356K +$5.15K +44 +2%
SFS
3066
Sharp Financial Services
Pennsylvania
$356K +$29.6K +253 +10%
GS
3067
GWN Securities
Florida
$356K -$15.9K -136 -5%
GSWM
3068
Greenup Street Wealth Management
Michigan
$356K +$24.8K +212 +8%
FFL
3069
Financial Freedom LLC
Ohio
$355K +$585 +5 +0.2%
AF
3070
ASL Financial
California
$355K – – –
PPC
3071
Pennington Partners & Co
Maryland
$355K +$13.7K +117 +4%
FCM
3072
Firestone Capital Management
Florida
$355K +$2.46K +21 +0.8%
PIP
3073
Philadelphia Investment Partners
New Jersey
$355K – – –
XPN
3074
XY Planning Network
Montana
$354K +$61.3K +524 +23%
TWM
3075
Tortuga Wealth Management
California
$354K +$27.6K +236 +9%