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Name Holding Trade Value Shares
Change
Change in
Stake
FMB
676
Field & Main Bank
Kentucky
$3.16K
IA
677
IFS Advisors
Kansas
$3.16K
WIM
678
Westside Investment Management
California
$3.04K
MCM
679
MV Capital Management
Maryland
$2.95K +$2.73K +28 New
HIP
680
HUB Investment Partners
Texas
$2.84K +$2.64K +27 New
KWM
681
Kiker Wealth Management
Georgia
$2.84K +$2.64K +27 New
ACM
682
Accent Capital Management
Ohio
$2.74K +$2.54K +26 New
SIC
683
SJS Investment Consulting
Ohio
$2.42K
VWA
684
Valued Wealth Advisors
Utah
$2.42K
PWMA
685
Pension & Wealth Management Advisors
Massachusetts
$2.42K -$259K -2,651 -99%
GFPC
686
Global Financial Private Client
Florida
$2.42K +$1.66K +17 +283%
CIAM
687
Caitong International Asset Management
Hong Kong
$2.31K -$126K -1,288 -98%
DPW
688
DiNuzzo Private Wealth
Pennsylvania
$2.31K
FFO
689
Fortitude Family Office
Arizona
$2.31K
PAM
690
Parvin Asset Management
South Dakota
$2.21K -$391 -4 -16%
SIC
691
Salem Investment Counselors
North Carolina
$2.21K +$2.05K +21 New
CW
692
Curio Wealth
Maryland
$1.73K +$98 +1 New
FMP
693
Financial Management Professionals
Texas
$1.68K
CIAS
694
CBIZ Investment Advisory Services
Ohio
$1.47K +$1.37K +14 New
CA
695
Continuum Advisory
Idaho
$1.37K
FWM
696
FSA Wealth Management
Massachusetts
$1.37K
RWM
697
Raffa Wealth Management
District of Columbia
$1.26K
CT
698
Clearstead Trust
Maine
$1.26K +$1.17K +12 New
SFGP
699
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.16K +$98 +1 +10%
AssetMark Inc
700
AssetMark Inc
California
$1.05K -$391 -4 -29%