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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
4951
Compass Advisory Group
New York
$1.08M -$37.4K -182 -3%
HDIM
4952
Hanson & Doremus Investment Management
Vermont
$1.08M -$881K -4,287 -44%
KV
4953
Kickstand Ventures
New York
$1.08M +$80.6K +392 +8%
IMC
4954
Investment Management Corporation
Virginia
$1.08M +$30.2K +147 +3%
PMFA
4955
Plante Moran Financial Advisors
Michigan
$1.08M -$205K -998 -16%
WAM
4956
Wolverine Asset Management
Illinois
$1.08M -$22.3M -108,492 -95%
PRI
4957
Prepared Retirement Institute
Pennsylvania
$1.08M +$822 +4 +0.1%
MAM
4958
Markin Asset Management
New York
$1.07M -$34.3K -167 -3%
SA
4959
Skyline Advisors
Washington
$1.07M -$73K -355 -6%
FFWM
4960
Future Financial Wealth Management
Ohio
$1.07M -$98.9K -481 -9%
JESC
4961
J.E. Simmons & Co
Texas
$1.07M +$27.6K +134 +3%
HFBOT
4962
Home Federal Bank of Tennessee
Tennessee
$1.07M +$3.7K +18 +0.3%
PM
4963
Penbrook Management
New York
$1.07M +$20.6K +100 +2%
ACM
4964
Andina Capital Management
Utah
$1.06M +$195K +946 +22%
SWTS
4965
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.06M -$8.63K -42 -0.8%
OP
4966
Oath Planning
Oklahoma
$1.06M -$32.5K -158 -3%
BAM
4967
Bayshore Asset Management
Florida
$1.06M +$18.3K +89 +2%
SWM
4968
Steelhead Wealth Management
Virginia
$1.06M +$297K +1,444 +37%
WAM
4969
Wernau Asset Management
Massachusetts
$1.06M +$157K +763 +17%
BA
4970
Bellwether Advisors
Nebraska
$1.06M -$2.62M -12,726 -71%
VFM
4971
Vision Financial Markets
Connecticut
$1.06M +$21.6K +105 +2%
FGG
4972
Financial Guidance Group
Florida
$1.06M -$4.11K -20 -0.4%
SWM
4973
Seed Wealth Management
Illinois
$1.06M – – –
RWMH
4974
Riverpoint Wealth Management Holdings
Illinois
$1.05M +$3.5K +17 +0.3%
WLIM
4975
White Lighthouse Investment Management
Massachusetts
$1.05M +$7.61K +37 +0.7%