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Name Holding Trade Value Shares
Change
Change in
Stake
KAM
4001
KEB Asset Management
Illinois
$231K +$20.4K +46 +10%
SJGA
4002
Stephen J. Garry & Associates
New York
$230K
TR
4003
Tepp RIA
New Jersey
$230K
GAM
4004
Gould Asset Management
California
$229K +$26.6K +60 +13%
HCA
4005
Heck Capital Advisors
Wisconsin
$229K +$226K +510 New
PWS
4006
Peloton Wealth Strategists
Indiana
$229K -$28.8K -65 -11%
UFA
4007
Uptown Financial Advisors
Texas
$229K -$3.55K -8 -2%
SIP
4008
Snowwater Investment Partners
Connecticut
$228K +$225K +508 New
HWM
4009
HFG Wealth Management
Texas
$228K
LCG
4010
Lynx Capital Group
Ohio
$228K
LFASL
4011
Lugano Financial Advisors SA (LFA)
Switzerland
$228K
SCM
4012
Spreng Capital Management
Ohio
$228K +$224K +506 New
MAA
4013
Matrix Asset Advisors
New York
$227K -$40.3K -91 -15%
TCA
4014
Trifecta Capital Advisors
Illinois
$225K -$35.5K -80 -14%
TWG
4015
The Wealth Group
Minnesota
$225K +$14.2K +32 +7%
VI
4016
Versor Investments
New York
$225K +$222K +501 New
KPP
4017
Kings Path Partners
Texas
$225K -$1.55M -3,500 -88%
BNMT
4018
Bawa N Mallick Trust
New York
$225K
CBT
4019
Central Bank & Trust
Kentucky
$225K
NCM
4020
Nellore Capital Management
California
$225K
OIM
4021
Oracle Investment Management
Connecticut
$225K
HFW
4022
Horizon Family Wealth
Illinois
$225K +$5.76K +13 +3%
ECM
4023
EagleClaw Capital Management
Massachusetts
$225K +$222K +500 New
LIP
4024
Lighthouse Investment Partners
Florida
$225K +$222K +500 New
MM
4025
Mozayyx Management
Texas
$225K +$222K +500 New