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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1351
Kaizen Financial Strategies
California
$1.02M +$683K +2,502 +123%
Salem Investment Counselors
1352
Salem Investment Counselors
North Carolina
$1.02M +$1.03M +3,756 +476%
BOPW
1353
Brandywine Oak Private Wealth
Pennsylvania
$1.02M +$124K +456 +11%
NCM
1354
Northwest Capital Management
Oregon
$1.02M -$40.9K -150 -3%
SC
1355
Shearwater Capital
Colorado
$1.01M – – –
ATC
1356
Adirondack Trust Company
New York
$1.01M +$61.4K +225 +5%
ICM
1357
Infini Capital Management
Hong Kong
$1.01M +$81.9K +300 +7%
PFM
1358
Privium Fund Management
Netherlands
$1.01M +$1.23M +4,500 New
PA
1359
PSI Advisors
Florida
$1.01M +$51.6K +189 +4%
LA
1360
Lindenwold Advisors
Pennsylvania
$1.01M -$1.64K -6 -0.1%
EL
1361
Envoi LLC
Minnesota
$1M -$1.3M -4,755 -52%
HCM
1362
Howland Capital Management
Massachusetts
$1M – – –
FAG
1363
Financial Advisory Group
Texas
$1M +$147K +537 +14%
CCG
1364
Coastwise Capital Group
California
$1M +$274K +1,002 +29%
SWP
1365
Strategic Wealth Partners
Ohio
$1M -$20.5K -75 -2%
RIA
1366
Regal Investment Advisors
Michigan
$1M +$275K +1,008 +29%
LAM
1367
L2 Asset Management
Massachusetts
$997K +$87.6K +321 +8%
Choreo LLC
1368
Choreo LLC
Illinois
$997K +$101K +369 +9%
AG
1369
Ascent Group
Virginia
$996K +$405K +1,482 +79%
CAM
1370
Carret Asset Management
New York
$996K +$466K +1,707 +63%
PPG
1371
Peak Planning Group
Colorado
$996K +$1.21M +4,437 New
JWS
1372
Juncture Wealth Strategies
Arizona
$995K +$61.4K +225 +5%
QT
1373
Quantamental Technologies
New York
$995K +$694K +2,544 +135%
PFG
1374
PAX Financial Group
Texas
$992K -$665K -2,436 -36%
XWM
1375
Xcel Wealth Management
Florida
$992K +$59K +216 +5%