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SNDK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
851
Maltin Wealth Management
New Jersey
$1.58M +$991K +694 New
CIM
852
Cambria Investment Management
California
$1.57M +$41.4K +29 +4%
HCA
853
Harbour Capital Advisors
Virginia
$1.57M +$60K +42 +5%
GVAG
854
Great Valley Advisor Group
Delaware
$1.56M +$254K +178 +35%
PWMAG
855
Pinnacle Wealth Management Advisory Group
New Jersey
$1.55M +$288K +202 +42%
AG
856
Ascent Group
Virginia
$1.55M +$37.1K +26 +4%
CAMG
857
CWA Asset Management Group
Florida
$1.55M +$333K +233 +52%
SMC
858
Smith, Moore & Co
Missouri
$1.53M -$181K -127 -16%
PGFC
859
Peapack-Gladstone Financial Corp
New Jersey
$1.52M -$74.2K -52 -7%
VVP
860
Venture Visionary Partners
Ohio
$1.52M +$1.43K +1 +0.1%
AMIM
861
Aull & Monroe Investment Management
Alabama
$1.51M – – –
MWM
862
Moran Wealth Management
Florida
$1.51M +$201K +141 +27%
SIS
863
Strategic Investment Solutions
Illinois
$1.5M +$942K +660 New
PPWP
864
Premier Path Wealth Partners
New Jersey
$1.5M +$146K +102 +18%
SIS
865
Sound Income Strategies
Florida
$1.49M +$246K +172 +36%
CAM
866
Chesapeake Asset Management
New York
$1.49M -$936K -656 -41%
SC
867
SummitTX Capital
Texas
$1.48M -$17.3M -12,101 -95%
SG
868
StoneX Group
New York
$1.48M -$1.05M -737 -48%
FWP
869
Falcon Wealth Planning
California
$1.47M +$55.7K +39 +6%
MPWT
870
MassMutual Private Wealth & Trust
Connecticut
$1.47M – – –
CA
871
Clearstead Advisors
Ohio
$1.46M -$300K -210 -25%
PIA
872
Perennial Investment Advisors
California
$1.46M -$88.5K -62 -9%
MCM
873
Moore Capital Management
New York
$1.46M -$59.5M -41,649 -98%
RPWA
874
Regent Peak Wealth Advisors
Georgia
$1.44M +$25.7K +18 +3%
DE
875
Defiance ETFs
New York
$1.43M -$163K -114 -14%
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