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Name Holding Trade Value Shares
Change
Change in
Stake
SC
3676
Skylands Capital
Wisconsin
$528K
PBF
3677
Petix & Botte Financial
California
$527K +$12.9K +60 +3%
SAM
3678
Sequent Asset Management
Texas
$526K -$290K -1,350 -36%
NEPPG
3679
New England Professional Planning Group
Rhode Island
$526K +$6.45K +30 +1%
OPPTF
3680
OPSEU Pension Plan Trust Fund
Ontario, Canada
$526K +$96.1K +447 +23%
SWAG
3681
Spectrum Wealth Advisory Group
California
$524K -$298K -1,386 -37%
DPI
3682
Diversified Portfolios Inc
Michigan
$523K +$37K +172 +8%
PS
3683
Planned Solutions
California
$523K +$43K +200 +9%
WHAM
3684
Windmill Hill Asset Management
United Kingdom
$520K
PWP
3685
Personal Wealth Partners
Minnesota
$519K
IWA
3686
IVC Wealth Advisors
Pennsylvania
$518K +$501K +2,328 New
PWM
3687
Praetorian Wealth Management
California
$516K -$10.5K -49 -2%
SWG
3688
Summit Wealth Group
Vermont
$516K
RFO
3689
RiverGlades Family Offices
Florida
$512K -$32.3K -150 -6%
TIM
3690
Total Investment Management
Arizona
$509K +$92K +428 +23%
TAL
3691
TIG Advisors LLC
New York
$507K +$490K +2,281 New
RPSA
3692
Richard P. Slaughter Associates
Texas
$505K -$25.8K -120 -5%
HTC
3693
Hershey Trust Company
Pennsylvania
$505K
PIA
3694
Powell Investment Advisors
Florida
$503K +$20.2K +94 +4%
IPW
3695
IronBridge Private Wealth
Texas
$497K +$480K +2,233 New
OEP
3696
Ocean Endowment Partners
Illinois
$496K -$938K -4,364 -58%
PI
3697
Pachira Investments
California
$494K -$240K -1,116 -33%
AWM
3698
Alterna Wealth Management
Texas
$494K
PFA
3699
Plotkin Financial Advisors
Maryland
$494K
ADIM
3700
Alpha DNA Investment Management
Maryland
$493K +$477K +2,218 New