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Name Holding Trade Value Shares
Change
Change in
Stake
1CM
5526
14B Capital Management
California
$967K +$1M +2,000 New
SCA
5527
Sassicaia Capital Advisers
New York
$967K +$1M +2,000 New
USPCM
5528
Union Square Park Capital Management
New York
$967K +$1M +2,000 New
WAM
5529
Weinberger Asset Management
California
$967K -$36.1K -72 -3%
MWA
5530
Martel Wealth Advisors
Washington
$966K +$501 +1 +0.1%
KGP
5531
Keystone Global Partners
Colorado
$965K
AWM
5532
Aureum Wealth Management
Florida
$964K +$999K +1,994 New
LHP
5533
Lexington Hill Partners
Texas
$961K +$996K +1,987 New
PWM
5534
Puff Wealth Management
New Jersey
$960K +$54.6K +109 +6%
SS
5535
Sound Stewardship
Kansas
$957K -$191K -381 -16%
BHWA
5536
Beacon Harbor Wealth Advisors
Virginia
$955K
PA
5537
Prossimo Advisors
California
$954K -$4.51K -9 -0.5%
SHWM
5538
Smith & Howard Wealth Management
Georgia
$952K -$93.7K -187 -9%
VWM
5539
Vermillion Wealth Management
Minnesota
$949K -$5.51K -11 -0.6%
HWA
5540
HighRoad Wealth Advisors
Oregon
$949K +$983K +1,962 New
CMTU
5541
Capital Markets Trading (UK)
United Kingdom
$948K -$7.57M -15,099 -89%
FFP
5542
Forbes Financial Planning
Rhode Island
$948K
PFG
5543
Pinnacle Financial Group
Illinois
$947K +$194K +387 +25%
EWA
5544
Elevate Wealth Advisory
Georgia
$946K +$27.6K +55 +3%
RWM
5545
Ruedi Wealth Management
Illinois
$946K +$78.7K +157 +9%
SIM
5546
Synergy Investment Management
Florida
$942K +$83.7K +167 +9%
RFS
5547
RM Financial Services
Maine
$939K +$973K +1,942 New
ETS
5548
ESL Trust Services
New York
$937K
HPCM
5549
Hunter Perkins Capital Management
Illinois
$936K
SSA
5550
Sierra Summit Advisors
Nevada
$931K +$17K +34 +2%