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Name Holding Trade Value Shares
Change
Change in
Stake
RL
5451
Retireful LLC
Michigan
$574K +$501K +1,153 New
SC
5452
Scratch Capital
Idaho
$573K -$62.1K -143 -11%
KIC
5453
Keating Investment Counselors
Florida
$571K +$23K +53 +5%
GWAM
5454
Guardian Wealth Advisors (Minnesota)
Minnesota
$571K -$10.9K -25 -2%
SG
5455
Strid Group
Pennsylvania
$570K -$145K -335 -23%
GFG
5456
Grantvest Financial Group
New Jersey
$570K -$71.7K -165 -13%
DIM
5457
DC Investments Management
Virginia
$568K
WC
5458
Wexford Capital
Florida
$566K -$232K -535 -32%
SMAM
5459
Sugar Maple Asset Management
Wisconsin
$563K -$99.9K -230 -17%
TCTWM
5460
Three Cord True Wealth Management
Pennsylvania
$563K -$45.6K -105 -8%
MFG
5461
Marmo Financial Group
Tennessee
$561K +$22.1K +51 +5%
HCA
5462
Hyperion Capital Advisors
New York
$561K +$52.1K +120 +12%
BWM
5463
BCGM Wealth Management
Indiana
$560K +$52.1K +120 +12%
SA
5464
Sicart Associates
New York
$558K +$85.1K +196 +21%
WAT
5465
Wealth Advisory Team
Kentucky
$556K +$486K +1,118 New
WI
5466
WJ Interests
Texas
$555K
CI
5467
Cordant Inc
Oregon
$554K -$53.4K -123 -10%
GCM
5468
Graver Capital Management
Ohio
$553K
TWD
5469
True Wealth Design
Ohio
$551K +$62.1K +143 +15%
BRIA
5470
Balanced Rock Investment Advisors
Massachusetts
$550K +$16.9K +39 +4%
HWMT
5471
Heritage Wealth Management (Texas)
Texas
$550K -$82.5K -190 -15%
ICA
5472
Infrastructure Capital Advisors
New York
$548K +$478K +1,101 New
RFP
5473
Roth Financial Partners
Texas
$544K
IHWM
5474
Iron Horse Wealth Management
Iowa
$544K +$15.6K +36 +3%
MFGP
5475
Marshall Financial Group (Pennsylvania)
Pennsylvania
$543K