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Name Holding Trade Value Shares
Change
Change in
Stake
CWMGO
2576
Capstone Wealth Management Group (Oregon)
Oregon
$308K – – –
PCM
2577
Praxis Capital Management
Illinois
$307K +$296K +1,009 New
TIA
2578
Tiemann Investment Advisors
California
$306K – – –
KFI
2579
Key Financial Inc
Pennsylvania
$305K +$31.4K +107 +12%
HNH
2580
Hopwood Nicholas Hunter
$305K +$295K +1,004 New
MVF
2581
Markin Volterra Fund
New York
$305K +$295K +1,004 New
WFAG
2582
Worth Financial Advisory Group
North Carolina
$305K +$74.5K +254 +34%
CPP
2583
Capasso Planning Partners
South Carolina
$304K -$25.2K -86 -8%
RMDI
2584
R.M. Davis Inc
Maine
$304K +$43.1K +147 +17%
DA
2585
Dillon & Associates
Michigan
$304K +$293K +1,000 New
AGWCA
2586
Annis Gardner Whiting Capital Advisors
Florida
$304K +$151K +514 +106%
FCM
2587
Fire Capital Management
California
$304K – – –
HA
2588
Harbor Advisors
Florida
$304K – – –
PI
2589
Parkside Investments
Illinois
$304K – – –
TIM
2590
Thompson Investment Management
Wisconsin
$304K – – –
DC
2591
Defender Capital
North Carolina
$304K +$293K +1,000 New
MWM
2592
Maimon Wealth Management
Israel
$304K +$293K +1,000 New
TCG
2593
Transcendent Capital Group
Oklahoma
$304K +$293K +1,000 New
CWM
2594
Centric Wealth Management
Illinois
$303K -$5.87K -20 -2%
BFWA
2595
Benchmark Financial Wealth Advisors
Florida
$303K +$15.8K +54 +6%
PWM
2596
Platt Wealth Management
California
$303K +$293K +1,000 New
AWM
2597
Absher Wealth Management
North Carolina
$302K -$13.2K -45 -4%
KCM
2598
Kanawha Capital Management
Virginia
$302K -$6.46K -22 -2%
WWM
2599
WT Wealth Management
Arizona
$302K -$11.7K -40 -4%
BHPW
2600
Box Hill Private Wealth
Arizona
$301K +$291K +991 New