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Name Holding Trade Value Shares
Change
Change in
Stake
IP
1501
Ignite Planners
California
$1.01M +$177K +635 +18%
TWM
1502
Thrive Wealth Management
Pennsylvania
$1.01M -$233K -834 -18%
FSA
1503
Fort Sheridan Advisors
Illinois
$1.01M -$22.3K -80 -2%
OPW
1504
Oxler Private Wealth
New York
$1.01M – – –
Journey Strategic Wealth
1505
Journey Strategic Wealth
New Jersey
$1.01M +$284K +1,017 +37%
AC
1506
Avant Capital
Louisiana
$1M -$232K -830 -18%
DAM
1507
Doheny Asset Management
California
$1M +$1.06M +3,780 New
MSS
1508
Mitchell Sinkler & Starr
Pennsylvania
$1M +$603K +2,159 +134%
AAM
1509
Ascension Asset Management
New York
$1M -$702K -2,514 -67%
CC
1510
Corton Capital
Ontario, Canada
$998K -$495K -1,772 -32%
DSCM
1511
Del-Sette Capital Management
New York
$998K +$1.05M +3,761 New
SFS
1512
Searcy Financial Services
Kansas
$997K +$63.4K +227 +6%
TFS
1513
TrustCore Financial Services
Tennessee
$995K -$18.4K -66 -2%
ZIG
1514
Zuckerman Investment Group
Illinois
$995K – – –
KWS
1515
Keystone Wealth Services
California
$995K +$54.7K +196 +6%
B
1516
BetterWealth
California
$994K – – –
SFO
1517
Stokes Family Office
Louisiana
$994K +$146K +522 +16%
RCM
1518
RB Capital Management
Nevada
$993K +$91.9K +329 +10%
CAC
1519
Certified Advisory Corp
Florida
$992K +$1.96K +7 +0.2%
SA
1520
SWM Advisors
Florida
$990K – – –
LFGH
1521
Lee Financial Group Hawaii
Hawaii
$990K +$73.1M +261,608 +26,425%
WDG
1522
Wealth Dimensions Group
Ohio
$989K +$279 +1 +0%
WQ
1523
Wealth Quarterback
New Jersey
$989K +$414K +1,481 +66%
CPIA
1524
Cornell Pochily Investment Advisors
New York
$988K +$27.4K +98 +3%
CWA Asset Management Group
1525
CWA Asset Management Group
Florida
$985K +$128K +458 +14%