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Name Holding Trade Value Shares
Change
Change in
Stake
MMCM
1001
Murphy & Mullick Capital Management
New York
$149K
FMP
1002
Financial Management Professionals
Texas
$144K +$112K +510 +662%
GBT
1003
Grove Bank & Trust
Florida
$140K -$2.63K -12 -2%
Pacer Advisors
1004
Pacer Advisors
Pennsylvania
$135K -$7K -32 -5%
HIA
1005
Harbor Investment Advisory
Maryland
$130K
HWA
1006
HHM Wealth Advisors
Tennessee
$127K +$109K +500 +3,125%
SR
1007
Swiss Re
Switzerland
$124K +$89.9K +411 +428%
PP
1008
Pingora Partners
Wyoming
$123K
SWAG
1009
Spectrum Wealth Advisory Group
California
$121K +$108K +495 New
CFO
1010
CVA Family Office
Colorado
$120K +$1.31K +6 +1%
CA
1011
Crewe Advisors
Utah
$117K +$1.97K +9 +2%
PWPS
1012
Pinnacle Wealth Planning Services
Ohio
$114K
TWD
1013
True Wealth Design
Ohio
$110K +$35.4K +162 +57%
OM
1014
OV Management
Minnesota
$109K -$438 -2 -0.4%
TFM
1015
TFC Financial Management
Massachusetts
$108K +$26.3K +120 +38%
GKIM
1016
GW&K Investment Management
Massachusetts
$104K +$20.3K +93 +28%
ABWM
1017
Alpine Bank Wealth Management
Colorado
$104K +$92.5K +423 New
PUI
1018
Purpose Unlimited Inc
$103K
SEP
1019
Signature Equity Partners
Ohio
$103K +$1.75K +8 +2%
FDW
1020
Fourth Dimension Wealth
Ohio
$101K
HIC
1021
Hamrick Investment Counsel
Washington
$96.9K
VSQM
1022
V-Square Quantitative Management
Illinois
$96.6K -$18.4K -84 -18%
OCWP
1023
Owl Creek Wealth Partners
Colorado
$89.5K
GPFA
1024
Game Plan Financial Advisors
Ohio
$85.8K
CA
1025
CoreCap Advisors
Michigan
$82.4K -$438 -2 -0.6%