Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
3951
Pacific Capital Wealth Advisors
California
$91.6K +$85.7K +1,850 New
DF
3952
DecisionPoint Financial
Arizona
$91.1K – – –
EFMH
3953
E Fund Management (HK)
Hong Kong
$91K +$57K +1,230 +202%
MIM
3954
Macroview Investment Management
Maryland
$90.1K -$87.1K -1,880 -51%
B
3955
Birchbrook
Maine
$89.1K +$83.4K +1,800 New
BCPWM
3956
Bradley & Co Private Wealth Management
Florida
$83.7K +$2.32K +50 +3%
FGAM
3957
Financial Gravity Asset Management
Texas
$81K +$75.1K +1,620 New
TWD
3958
True Wealth Design
Ohio
$80.2K -$10.2K -220 -12%
AFS
3959
Annapolis Financial Services
Maryland
$76.7K -$6.95K -150 -9%
NC
3960
Nixon Capital
Texas
$74.3K – – –
PIS
3961
POM Investment Strategies
North Carolina
$73.8K +$69.1K +1,490 New
CWM
3962
Compass Wealth Management
Connecticut
$73K +$13K +280 +24%
HWM
3963
Horizons Wealth Management
North Carolina
$69.3K – – –
NA
3964
Nordwand Advisors
Pennsylvania
$69.3K +$18.5K +400 +40%
WAM
3965
WFA Asset Management
Wisconsin
$68.8K -$2.32K -50 -3%
WAG
3966
Wiser Advisor Group
Arizona
$66.9K +$62.6K +1,350 New
MCM
3967
MidAtlantic Capital Management
Virginia
$65.9K +$61.6K +1,330 New
CAM
3968
Costello Asset Management
Pennsylvania
$64.4K – – –
DMKJ
3969
David M. Knott Jr
$63K – – –
PS
3970
PayPay Securities
Japan
$62.9K -$22.7K -490 -28%
DPW
3971
DiNuzzo Private Wealth
Pennsylvania
$60.4K +$56.5K +1,220 New
SFA
3972
Semmax Financial Advisors
North Carolina
$59.8K +$34.3K +740 +822%
TLA
3973
Tanglewood Legacy Advisors
Texas
$57.4K – – –
RL
3974
Rogco LP
Oklahoma
$57K – – –
SRCM
3975
Signature Resources Capital Management
California
$55.5K +$51.9K +1,120 New