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Name Holding Trade Value Shares
Change
Change in
Stake
KIG
1851
Kennedy Investment Group
New Jersey
$3.73M +$1.56M +33,570 +80%
MYIA
1852
Mount Yale Investment Advisors
Colorado
$3.73M -$245K -5,280 -7%
BWP
1853
Barlow Wealth Partners
Kentucky
$3.73M +$3.49M +75,220 New
TWM
1854
TriaGen Wealth Management
California
$3.72M +$871K +18,790 +33%
MAWCM
1855
Mine & Arao Wealth Creation & Management
California
$3.72M +$463 +10 +0%
WA
1856
Wealth Alliance
New York
$3.72M -$503K -10,860 -13%
DC
1857
Dantai Capital
Hong Kong
$3.72M +$322K +6,950 +10%
LOAMU
1858
Lombard Odier Asset Management (USA)
New York
$3.71M -$7.56M -163,070 -68%
WPC
1859
Waters Parkerson & Co
Louisiana
$3.7M -$420K -9,070 -11%
PJSIMP
1860
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.69M +$57K +1,230 +2%
AHIA
1861
Andrew Hill Investment Advisors
Florida
$3.69M +$3.45M +74,550 New
QWP
1862
Quotient Wealth Partners
Texas
$3.69M +$3.45M +74,430 New
JE
1863
JMAC Enterprises
Pennsylvania
$3.67M +$97.3K +2,100 +3%
VWA
1864
Visionary Wealth Advisors
Illinois
$3.67M +$100K +2,160 +3%
SIAP
1865
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.67M -$37.5K -810 -1%
CG
1866
Castellan Group
Kentucky
$3.67M +$2.35M +50,610 +215%
DVF
1867
Discovery Value Fund
Singapore
$3.67M -$853K -18,400 -20%
CCFM
1868
Clear Creek Financial Management
Washington
$3.67M -$37.5K -810 -1%
GWMR
1869
GC Wealth Management RIA
Massachusetts
$3.66M +$3.42M +73,810 New
VLC
1870
Van Leeuwen & Company
New Jersey
$3.64M +$33.8K +730 +1%
NBT
1871
Northwest Bank & Trust
Iowa
$3.64M +$3.41M +73,580 New
ES
1872
Eagle Strategies
New York
$3.63M +$5.1K +110 +0.2%
BOPW
1873
Brandywine Oak Private Wealth
Pennsylvania
$3.63M +$5.1K +110 +0.2%
BCM
1874
Barden Capital Management
Texas
$3.63M +$399K +8,620 +12%
KP
1875
Keel Point
Alabama
$3.62M +$463K +9,990 +16%