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Name Holding Trade Value Shares
Change
Change in
Stake
TFCP
3851
Twin Focus Capital Partners
Massachusetts
$222K -$473K -10,200 -69%
SWG
3852
Summit Wealth Group
Vermont
$222K +$208K +4,490 New
MM
3853
MQS Management
New York
$222K -$153K -3,310 -42%
OLVIG
3854
Oliver Lagore Vanvalin Investment Group
Michigan
$221K +$55.6K +1,200 +37%
BDFN
3855
Bond & Devick Financial Network
Minnesota
$220K +$206K +4,450 New
CWM
3856
Concentric Wealth Management
California
$220K +$206K +4,450 New
VV
3857
Verity & Verity
South Carolina
$220K +$206K +4,450 New
AC
3858
Annandale Capital
Texas
$220K +$206K +4,440 New
CFFP
3859
Center for Financial Planning
Michigan
$220K
AW
3860
Atlas Wealth
Ohio
$219K
FAM
3861
Family Asset Management
South Carolina
$219K +$205K +4,420 New
JLBC
3862
J.L. Bainbridge & Co
Florida
$218K -$13.9K -300 -6%
AAMA
3863
Advanced Asset Management Advisors
Ohio
$218K +$204K +4,400 New
IVP
3864
Intrinsic Value Partners
Arizona
$218K +$204K +4,400 New
TA
3865
TrueWealth Advisors
Alabama
$217K -$23.6K -510 -10%
BBW
3866
Blue Barn Wealth
Utah
$217K +$203K +4,390 New
LSWM
3867
Lorne Steinberg Wealth Management
Canada
$217K +$203K +4,390 New
DI
3868
DDFG Inc
California
$217K +$203K +4,380 New
MWA
3869
Martel Wealth Advisors
Washington
$217K +$203K +4,380 New
FWMM
3870
Foundation Wealth Management (Missouri)
Missouri
$216K +$203K +4,370 New
CAM
3871
Chesapeake Asset Management
New York
$216K -$111K -2,400 -35%
PAS
3872
Point72 Asia (Singapore)
Singapore
$216K +$202K +4,360 New
NA
3873
Nottingham Advisors
New York
$215K +$202K +4,350 New
O3W
3874
Omni 360 Wealth
New Jersey
$215K +$202K +4,350 New
CMA
3875
Cedar Mountain Advisors
Oregon
$215K