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Name Holding Trade Value Shares
Change
Change in
Stake
GCM
651
GKV Capital Management
California
$693K
GRR
652
Golden Reserve Retirement
Ohio
$691K +$637K +4,236 New
KCP
653
Kera Capital Partners
California
$689K -$14.7K -98 -2%
GXJ
654
Global X Japan
Japan
$689K -$17K -113 -3%
FFM
655
Forum Financial Management
Illinois
$688K +$2.4K +16 +0.4%
1832 Asset Management
656
1832 Asset Management
Ontario, Canada
$685K +$631K +4,200 New
SFSG
657
Sound Financial Strategies Group
Mississippi
$684K +$630K +4,194 New
EWM
658
Empirical Wealth Management
Washington
$683K -$102K -679 -14%
SSG
659
Summit Securities Group
New York
$675K +$563K +3,745 +946%
SPC
660
Spirepoint Private Client
Florida
$661K
RDWM
661
Red Door Wealth Management
Tennessee
$659K +$150 +1 +0%
IWC
662
Integrated Wealth Concepts
Massachusetts
$657K -$121K -803 -17%
HCM
663
Hollencrest Capital Management
California
$652K
NAM
664
NTV Asset Management
West Virginia
$652K
TCM
665
Turas Capital Management
Massachusetts
$652K +$601K +4,000 New
JIR
666
James Investment Research
Ohio
$647K -$383K -2,549 -39%
PAW
667
Plan A Wealth
Nebraska
$637K +$39.8K +265 +7%
LCM
668
LVM Capital Management
Michigan
$636K +$301K +2,000 +105%
CA
669
Cullinan Associates
Kentucky
$634K
GM
670
GeoWealth Management
Illinois
$634K -$15.5K -103 -3%
IA
671
IFP Advisors
Florida
$631K -$77.2K -514 -12%
GWMR
672
GC Wealth Management RIA
Massachusetts
$627K -$222K -1,475 -28%
DC
673
DeDora Capital
California
$624K +$6.31K +42 +1%
IWA
674
Icon Wealth Advisors
Texas
$623K +$574K +3,822 New
MWM
675
Meridian Wealth Management
Kentucky
$620K +$50.8K +338 +10%