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Name Holding Trade Value Shares
Change
Change in
Stake
AC
3301
ASB Consultores
Florida
$531K -$209K -4,510 -30%
LD
3302
Lipe & Dalton
New York
$530K -$46.3K -1,000 -9%
CCP
3303
Clarkston Capital Partners
Michigan
$529K – – –
TCM
3304
Towercrest Capital Management
Pennsylvania
$528K +$15.3K +330 +3%
RRA
3305
Round Rock Advisors
Connecticut
$527K +$38.9K +840 +9%
PPWM
3306
PFG Private Wealth Management
Florida
$525K +$421K +9,080 +590%
TA
3307
Townsend & Associates
Colorado
$524K -$5.1K -110 -1%
GCA
3308
Greenwood Capital Associates
South Carolina
$523K +$45.4K +980 +10%
WWC
3309
Waypoint Wealth Counsel
Georgia
$523K +$2.78K +60 +0.6%
AWM
3310
Aprio Wealth Management
Georgia
$523K +$8.8K +190 +2%
CIR
3311
Clear Investment Research
Georgia
$522K +$25K +540 +5%
TFO
3312
Tarbox Family Office
California
$520K +$3.24K +70 +0.7%
SHF
3313
Stage Harbor Financial
Massachusetts
$520K +$487K +10,510 New
AIA
3314
AIMZ Investment Advisors
California
$520K – – –
ACM
3315
Arcataur Capital Management
Wisconsin
$520K +$487K +10,500 New
SWM
3316
SilverOak Wealth Management
Minnesota
$519K +$486K +10,490 New
RIM
3317
RW Investment Management
Idaho
$519K – – –
FG
3318
Fairman Group
Pennsylvania
$519K +$485K +10,470 New
SFM
3319
Signet Financial Management
New Jersey
$518K -$927 -20 -0.2%
RIA
3320
Retirement Investment Advisors
Oklahoma
$518K -$485K -10,460 -50%
RCI
3321
RS Crum Inc
California
$517K +$38.5K +830 +9%
APW
3322
Acima Private Wealth
Virginia
$516K – – –
AWM
3323
Abound Wealth Management
Tennessee
$513K -$46.3K -1,000 -9%
RIS
3324
Retirement Income Solutions
Michigan
$512K +$21.3K +460 +5%
Simplify Asset Management
3325
Simplify Asset Management
Nevada
$511K +$24.1K +520 +5%