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Name Holding Trade Value Shares
Change
Change in
Stake
OLA
1601
Oliver Luxxe Assets
New Jersey
$418K -$5.73K -288 -1%
FC
1602
Forte Capital
New York
$417K +$13K +652 +4%
CHP
1603
Cable Hill Partners
Oregon
$417K +$38.4K +1,929 +11%
TWP
1604
Tower Wealth Partners
Pennsylvania
$416K -$21.6K -1,085 -5%
TFS
1605
Thoroughbred Financial Services
Tennessee
$416K -$10.7K -538 -3%
WG
1606
Wealth Group
North Carolina
$416K -$7.76K -390 -2%
CAS
1607
CTC Alternative Strategies
Illinois
$415K -$166K -8,327 -31%
CA
1608
Capital Advantage
California
$415K -$12K -604 -3%
GJIA
1609
Glass Jacobson Investment Advisors
Maryland
$415K -$3.82K -192 -1%
SIC
1610
Sterling Investment Counsel
New York
$415K -$21.1K -1,060 -5%
SFG
1611
Socha Financial Group
New York
$415K +$9.17K +461 +3%
OL
1612
OneFund LLC
Florida
$414K +$2.88K +145 +0.8%
DWM
1613
Drive Wealth Management
Utah
$414K +$1.29K +65 +0.3%
RGC
1614
Roberts, Glore & Co
Illinois
$414K
V
1615
VeraBank
Texas
$414K +$374K +18,804 New
BFO
1616
Boston Family Office
Massachusetts
$413K
IAA
1617
Ironsides Asset Advisors
North Carolina
$412K
FP
1618
Financial Perspectives
Minnesota
$411K -$2.73K -137 -0.7%
ERIC
1619
Eagle Rock Investment Company
Georgia
$411K +$2.49K +125 +0.7%
WIC
1620
Wilkins Investment Counsel
Massachusetts
$410K
DWM
1621
Diversify Wealth Management
Utah
$410K -$75K -3,771 -17%
VAM
1622
Verity Asset Management
North Carolina
$409K +$6.69K +336 +2%
AW
1623
Atlas Wealth
Ohio
$409K -$370K -18,583 -50%
FA
1624
Freestate Advisors
Kansas
$408K +$369K +18,543 New
APC
1625
Aspire Private Capital
North Carolina
$408K -$10.2K -515 -3%