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Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1751
Fourpath Capital Management
Oklahoma
$295K +$289K +1,696 New
MCC
1752
Money Concepts Capital
Florida
$294K +$289K +1,695 New
GTAM
1753
Global Trust Asset Management
Florida
$294K +$102K +600 +55%
LSIA
1754
LaSalle St. Investment Advisors
Illinois
$293K +$288K +1,690 New
ZIG
1755
Zuckerman Investment Group
Illinois
$293K +$5.96K +35 +2%
RP
1756
Riverbridge Partners
Minnesota
$291K – – –
SMG
1757
Smart Money Group
Texas
$291K +$260K +1,526 New
BWM
1758
Birchcreek Wealth Management
Ohio
$289K -$65.8K -386 -19%
FFG
1759
Fiduciary Financial Group
California
$288K -$24.5K -144 -9%
MSFS
1760
Main Street Financial Solutions
Pennsylvania
$287K +$80.9K +475 +40%
CL
1761
CIM LLC
New York
$287K – – –
WA
1762
WESPAC Advisors
California
$287K +$3.41K +20 +1%
LPT
1763
Legacy Private Trust
Wisconsin
$286K – – –
OBWG
1764
Onyx Bridge Wealth Group
New York
$286K +$41.2K +242 +17%
CG
1765
CFO4Life Group
Texas
$284K +$279K +1,636 New
PCH
1766
PGIM Custom Harvest
New Jersey
$284K +$42.3K +248 +18%
FA
1767
Fiduciary Alliance
South Carolina
$282K +$2.39K +14 +0.9%
GA
1768
GFS Advisors
Texas
$281K +$13.5K +79 +5%
GWSG
1769
GPS Wealth Strategies Group
Colorado
$281K -$17K -100 -6%
WRPWM
1770
Werba Rubin Papier Wealth Management
California
$280K +$14.8K +87 +6%
AR
1771
Apeiron RIA
Texas
$278K -$7.67K -45 -3%
PFBT
1772
Parkside Financial Bank & Trust
Missouri
$278K -$12.4K -73 -4%
TPA
1773
Trivium Point Advisory
Connecticut
$278K +$33.4K +196 +15%
MWM
1774
Mosley Wealth Management
California
$278K +$234K +1,376 New
MA
1775
MBA Advisors
Pennsylvania
$278K – – –