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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
2426
LECAP Asset Management
United Kingdom
$532K +$534K +3,429 New
BB
2427
Burford Brothers
Texas
$531K +$10.9K +70 +2%
BP
2428
BBR Partners
New York
$530K +$38.6K +248 +8%
RCM
2429
Requisite Capital Management
Texas
$530K +$3.12K +20 +0.6%
CA
2430
Capital Advantage
California
$529K -$6.86K -44 -1%
FFP
2431
Freedom Financial Partners
Minnesota
$528K -$44.4K -285 -8%
FFM
2432
Flagstone Financial Management
Nebraska
$528K +$218K +1,400 +70%
ISWM
2433
Independent Solutions Wealth Management
New York
$526K +$36.6K +235 +7%
WW
2434
Waterfront Wealth
Kansas
$525K +$21.2K +136 +4%
MF
2435
Montis Financial
Massachusetts
$524K -$48K -308 -8%
CFA
2436
Capstone Financial Advisors
Illinois
$524K +$1.71K +11 +0.3%
FFS
2437
Founders Financial Securities
Maryland
$524K -$365K -2,340 -41%
EFP
2438
Elser Financial Planning
Indiana
$523K -$15.6K -100 -3%
SWM
2439
SHP Wealth Management
Massachusetts
$523K +$95.4K +612 +22%
FC
2440
Financial Council
Maryland
$522K -$3.43K -22 -0.6%
HCM
2441
Hollencrest Capital Management
California
$520K +$8.88K +57 +2%
GIM
2442
Guardian Investment Management
California
$520K -$67K -430 -11%
AWM
2443
Arista Wealth Management
Nevada
$519K +$14.3K +92 +3%
HPBT
2444
Hickory Point Bank & Trust
Illinois
$519K -$3.9K -25 -0.7%
FCMT
2445
Founders Capital Management (Texas)
Texas
$517K -$40.4K -259 -7%
FCIM
2446
Fairview Capital Investment Management
California
$517K +$13.4K +86 +3%
FB
2447
Finward Bancorp
Indiana
$517K -$15.9K -102 -3%
Algert Global
2448
Algert Global
California
$515K +$151K +968 +41%
OFA
2449
Orographic Financial Advisors
Colorado
$513K +$516K +3,309 New
SWM
2450
Silverlake Wealth Management
Vermont
$513K -$30.4K -195 -6%