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Name Holding Trade Value Shares
Change
Change in
Stake
BH
4026
Burk Holdings
Oklahoma
$139K +$154K +373 New
PAM
4027
Paradigm Asset Management
New York
$136K – – –
CIR
4028
Clear Investment Research
Georgia
$136K +$150K +365 New
PWMA
4029
Pension & Wealth Management Advisors
Massachusetts
$133K +$6.18K +15 +4%
Q1WB
4030
Quest 10 Wealth Builders
Virginia
$132K +$16.5K +40 +13%
PAG
4031
Paladin Advisory Group
Iowa
$132K – – –
MFT
4032
Moisand Fitzgerald Tamayo
Florida
$131K – – –
KTC
4033
Kentucky Trust Company
Kentucky
$130K +$412 +1 +0.3%
SG
4034
Sankala Group
Colorado
$129K +$41.2K +100 +40%
CW
4035
Curio Wealth
Maryland
$129K -$10.7K -26 -7%
CWM
4036
Consultiva Wealth Management
Puerto Rico
$128K – – –
PP
4037
Pingora Partners
Wyoming
$128K – – –
JFG
4038
JDM Financial Group
Texas
$126K -$77K -187 -36%
OCM
4039
Orion Capital Management
California
$124K +$39.5K +96 +40%
CNBT
4040
Cornerstone National Bank & Trust
Illinois
$123K – – –
PJC
4041
Phillip James Consulting
Minnesota
$121K +$10.7K +26 +9%
SC
4042
Swan Capital
Florida
$120K -$23.1K -56 -15%
SJIM
4043
St. Johns Investment Management
Florida
$120K – – –
CFO
4044
Capitol Family Office
Oregon
$119K – – –
FMB
4045
Field & Main Bank
Kentucky
$116K – – –
SA
4046
Seneschal Advisors
Washington
$114K +$10.3K +25 +9%
NWS
4047
Nvest Wealth Strategies
Ohio
$112K – – –
CWIG
4048
Chung Wu Investment Group
Texas
$112K – – –
BNP Paribas
4049
BNP Paribas
France
$111K -$82.4K -200 -40%
PWA
4050
Principia Wealth Advisory
Texas
$111K +$10.3K +25 +9%