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Name Holding Trade Value Shares
Change
Change in
Stake
SC
5476
Steph & Co
Wisconsin
$811K +$409K +1,010 +87%
Accuvest Global Advisors
5477
Accuvest Global Advisors
Utah
$811K -$3.34M -8,257 -79%
FWG Investments
5478
FWG Investments
Kentucky
$810K +$9.7K +24 +1%
Kahn Brothers Group
5479
Kahn Brothers Group
New York
$809K +$30.8K +76 +4%
Fortis Advisors
5480
Fortis Advisors
Pennsylvania
$808K -$59.5K -147 -6%
Thompson Davis & Co
5481
Thompson Davis & Co
Virginia
$805K +$141K +349 +19%
Oak Wealth Advisors
5482
Oak Wealth Advisors
Illinois
$804K +$38K +94 +5%
LP
5483
LGL Partners
Pennsylvania
$803K +$204K +505 +31%
Heritage Oak Wealth Advisors
5484
Heritage Oak Wealth Advisors
Florida
$803K +$49K +121 +6%
Austin Wealth Management
5485
Austin Wealth Management
Texas
$799K -$455K -1,125 -36%
Compton Financial Group
5486
Compton Financial Group
Maryland
$796K – – –
Philip James Wealth Mangement
5487
Philip James Wealth Mangement
Georgia
$795K -$225K -555 -21%
Bayshore Capital Advisors
5488
Bayshore Capital Advisors
Florida
$794K – – –
Note Advisors
5489
Note Advisors
New York
$793K -$139K -343 -14%
Zenith Solutions
5490
Zenith Solutions
Pennsylvania
$792K +$859K +2,124 New
Waller Financial Planning Group
5491
Waller Financial Planning Group
Ohio
$792K +$130K +321 +18%
Colter Lewis Investment Partners
5492
Colter Lewis Investment Partners
Connecticut
$789K -$1.87M -4,613 -69%
GoalFusion Wealth Management
5493
GoalFusion Wealth Management
Texas
$789K +$98.7K +244 +13%
Foundation Wealth Management (Pennsylvania)
5494
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$786K +$421K +1,040 +97%
Maltin Wealth Management
5495
Maltin Wealth Management
New Jersey
$786K +$480K +1,186 +129%
Sentinel Advisory Group
5496
Sentinel Advisory Group
Wisconsin
$786K +$6.88K +17 +0.8%
Kelsey Financial
5497
Kelsey Financial
California
$786K -$11.3K -28 -1%
ECM
5498
EMC Capital Management
Texas
$782K +$792K +1,958 New
Walleye Partners
5499
Walleye Partners
Wisconsin
$780K +$24.7K +61 +3%
DI
5500
DDFG Inc
California
$780K +$5.26K +13 +0.6%