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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1001
Madison Asset Management
Wisconsin
$374K – – –
LCM
1002
Laurion Capital Management
New York
$373K +$379K +1,676 New
SNB
1003
Security National Bank
Nebraska
$372K – – –
MIM
1004
Marco Investment Management
Georgia
$371K – – –
MAMU
1005
Myriad Asset Management US
Florida
$371K +$377K +1,664 New
TL
1006
Tradewinds LLC
North Carolina
$370K +$101K +445 New
EV
1007
EJMK Ventures
Illinois
$369K +$53.9K +238 +17%
SWM
1008
Shrier Wealth Management
California
$368K -$10.4K -46 -3%
DI
1009
Diligent Investors
California
$368K – – –
JSA
1010
Jacobson & Schmitt Advisors
Wisconsin
$368K – – –
CFD
1011
Creative Financial Designs
Indiana
$368K -$4.98K -22 -1%
SAI
1012
Savvy Advisors Inc
New York
$367K -$80.8K -357 -18%
TCM
1013
TruNorth Capital Management
Michigan
$366K +$9.96K +44 +3%
CFA
1014
Collaborative Fund Advisors
Nevada
$365K +$371K +1,637 New
SAM
1015
Sagewood Asset Management
New York
$363K +$369K +1,631 New
MFGM
1016
Marshall Financial Group (Maryland)
Maryland
$363K +$29.9K +132 +9%
DT
1017
DV Trading
Illinois
$361K +$49.8K +220 +16%
SW
1018
SteelPeak Wealth
California
$360K -$307K -1,358 -46%
CWS
1019
Cypress Wealth Services
California
$360K +$453 +2 +0.1%
ITIM
1020
Indiana Trust & Investment Management
Indiana
$358K – – –
KCM
1021
Kathmere Capital Management
Pennsylvania
$357K +$363K +1,604 New
LA
1022
Lifeworks Advisors
Michigan
$357K +$362K +1,601 New
PWPS
1023
Pinnacle Wealth Planning Services
Ohio
$356K +$1.81K +8 +0.5%
AAS
1024
Annex Advisory Services
Wisconsin
$356K +$6.11K +27 +2%
PCP
1025
Proficio Capital Partners
Massachusetts
$355K +$361K +1,593 New