Name Holding Trade Value Shares
Change
Change in
Stake
WWM
2601
Wolff Wiese Magana
California
$79.7K -$8.12K -329 -10%
NRWA
2602
North Ridge Wealth Advisors
Oregon
$79.6K – – –
BGA
2603
Battery Global Advisors
Massachusetts
$79.3K – – –
CFS
2604
CGC Financial Services
Oregon
$77.3K – – –
CM
2605
Castleark Management
Illinois
$75.7K – – –
KPP
2606
Kings Path Partners
Texas
$75.2K +$2.47K +100 +4%
FDW
2607
Fourth Dimension Wealth
Ohio
$75K -$2.42K -98 -3%
T
2608
Tidemark
California
$74.8K -$6.37K -258 -8%
NL
2609
NVWM LLC
Pennsylvania
$72.6K +$27.3K +1,107 +64%
FC
2610
Financial Consulate
Maryland
$72K +$69.7K +2,825 New
MHIP
2611
Mountain Hill Investment Partners
New Jersey
$70.4K +$15.5K +628 +29%
TC
2612
Tacita Capital
Ontario, Canada
$70.2K – – –
TCM
2613
TruNorth Capital Management
Michigan
$69.5K – – –
BWM
2614
Bullock Wealth Management
Indiana
$69.4K +$34.8K +1,411 +124%
FAI
2615
Fiduciary Advisors Inc
Missouri
$68.4K +$1.14K +46 +2%
LD
2616
Lipe & Dalton
New York
$68K – – –
NMG
2617
New Millennium Group
Utah
$67.2K +$58.3K +2,363 +862%
MWPCG
2618
Measured Wealth Private Client Group
New Hampshire
$67K +$64.9K +2,630 New
SAM
2619
Strive Asset Management
Ohio
$64.6K +$62.6K +2,536 New
CC
2620
Corsicana & Co
Texas
$64.6K +$62.6K +2,535 New
SNB
2621
Security National Bank
Nebraska
$64.3K – – –
CCMI
2622
Creative Capital Management Investments
California
$64K -$913 -37 -1%
PC
2623
Promus Capital
Illinois
$63.7K – – –
TCB
2624
Texas Capital Bancshares
Texas
$63.6K +$61.6K +2,495 New
TSMHT
2625
Thurston Springer Miller Herd & Titak
Indiana
$62K -$558K -22,601 -90%