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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1776
Peak Financial Management
Massachusetts
$558K +$161K +701 +56%
FCM
1777
Fire Capital Management
California
$556K +$447K +1,947 New
SFG
1778
Southern Financial Group
Alabama
$555K +$446K +1,946 New
MG
1779
Marex Group
$553K +$445K +1,938 New
TW
1780
TritonPoint Wealth
Maryland
$553K -$60.8K -265 -12%
RPGK
1781
Retirement Planning Group (Kansas)
Kansas
$553K +$41.1K +179 +10%
SG
1782
Stanich Group
New York
$551K – – –
FAM
1783
Flaharty Asset Management
Florida
$551K +$443K +1,929 New
HI
1784
Hoey Investments
Pennsylvania
$549K +$361K +1,575 +450%
IC
1785
Inscription Capital
Texas
$549K -$17.4K -76 -4%
SC
1786
Scratch Capital
Idaho
$548K -$477K -2,081 -52%
CNBOF
1787
City National Bank of Florida
Florida
$548K +$39.7K +173 +10%
EGA
1788
E&G Advisors
Texas
$547K – – –
CFS
1789
Commonwealth Financial Services
West Virginia
$547K +$90.4K +394 +26%
UBG
1790
United Bank (Georgia)
Georgia
$546K – – –
EAM
1791
Empirical Asset Management
Massachusetts
$545K +$31.9K +139 +8%
NSIM
1792
North Star Investment Management
Illinois
$543K +$14K +61 +3%
AWM
1793
Alterna Wealth Management
Texas
$542K -$87.2K -380 -17%
CCG
1794
Ceeto Capital Group
Florida
$542K -$1.38M -6,000 -76%
CPCM
1795
Cardinal Point Capital Management
Ontario, Canada
$541K +$138K +600 +46%
TCM
1796
Teza Capital Management
Illinois
$541K -$187K -815 -30%
MH
1797
Mishpacha Holdings
$541K +$435K +1,895 New
MCA
1798
Magnolia Capital Advisors
Mississippi
$539K +$27.1K +118 +7%
VDI
1799
Vaughan David Investments
Illinois
$538K -$2.06K -9 -0.5%
RBFC
1800
Roman Butler Fullerton & Co
Missouri
$538K -$11.9K -52 -4%
70 71
72
73 74