Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1776
Exchange Capital Management
Michigan
$519K +$7.25K +263 +1%
GWP
1777
Gateway Wealth Partners
Wisconsin
$519K +$33.3K +1,207 +7%
KWM
1778
Kaydan Wealth Management
Michigan
$518K +$1.74K +63 +0.4%
TA
1779
TFG Advisers
Michigan
$518K +$2.04K +74 +0.4%
BCMLT
1780
Beacon Capital Management LLC (Tennessee)
Tennessee
$517K +$44.2K +1,604 +10%
APC
1781
Aspire Private Capital
North Carolina
$514K -$9.78K -355 -2%
ET
1782
Equitable Trust
Tennessee
$513K -$4.68K -170 -0.9%
LWM
1783
Liberty Wealth Management
California
$513K -$19.9K -722 -4%
VFG
1784
Valley Financial Group
Pennsylvania
$513K -$1.54K -56 -0.3%
AP
1785
Appleton Partners
Massachusetts
$512K -$6.31K -229 -1%
ZF
1786
Zhang Financial
Michigan
$512K -$634 -23 -0.1%
WCAMG
1787
Woodard & Company Asset Management Group
North Carolina
$511K – – –
PIA
1788
Powell Investment Advisors
Florida
$509K +$3.86K +140 +0.8%
AAA
1789
American Alpha Advisors
New York
$509K -$51K -1,851 -10%
OC
1790
Oarsman Capital
Wisconsin
$508K -$9.23K -335 -2%
V
1791
VeraBank
Texas
$507K +$27.8K +1,009 +6%
SWMG
1792
Sard Wealth Management Group
Georgia
$507K +$31.6K +1,146 +7%
EWA
1793
Encompass Wealth Advisors
Oregon
$506K -$992 -36 -0.2%
BW
1794
BIP Wealth
Georgia
$506K -$85.5K -3,104 -15%
FFBTD
1795
First Financial Bank - Trust Division
Ohio
$503K +$4.91K +178 +1%
NWA
1796
New World Advisors
Massachusetts
$502K +$194K +7,033 +68%
UF
1797
Univest Financial
Pennsylvania
$501K -$1.19K -43 -0.2%
DFCM
1798
Dark Forest Capital Management
Puerto Rico
$501K -$585K -21,223 -55%
BFO
1799
Boston Family Office
Massachusetts
$500K -$30.4K -1,104 -6%
GAA
1800
Global Assets Advisory
Florida
$499K -$204K -7,400 -30%