Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1901
Park Capital Management
Wisconsin
$612K +$5.62K +23 +1%
NF
1902
Nikulski Financial
Iowa
$609K +$3.91K +16 +0.7%
CIS
1903
Continental Investors Services
Washington
$609K – – –
W
1904
WorthPointe
California
$608K – – –
PWA
1905
Provenance Wealth Advisors
Florida
$606K +$13.9K +57 +3%
RS
1906
R Squared
Hong Kong
$606K +$531K +2,170 New
LCM
1907
LCM Capital Management
Illinois
$606K – – –
FGI
1908
Foresight Global Investors
New York
$606K +$530K +2,168 New
KIM
1909
Kestra Investment Management
Texas
$605K +$101K +411 +23%
LPT
1910
Legacy Private Trust
Wisconsin
$605K -$44.5K -182 -8%
OL
1911
Optas LLC
Texas
$603K -$6.36K -26 -1%
BRG
1912
Bay Rivers Group
Virginia
$603K – – –
AA
1913
Armis Advisers
Georgia
$602K +$10K +41 +2%
ZIG
1914
Zuckerman Investment Group
Illinois
$600K +$106K +433 +25%
AMM
1915
American Money Management
California
$600K +$49.4K +202 +10%
GWS
1916
Greykasell Wealth Strategies
California
$599K +$80.5K +329 +18%
PWA
1917
Physician Wealth Advisors
Utah
$596K +$26.9K +110 +5%
CWM
1918
Cherrydale Wealth Management
New Jersey
$595K – – –
FMN
1919
Financial Management Network
California
$592K +$479K +1,958 New
RFN
1920
Redwood Financial Network
Ohio
$592K +$489 +2 +0.1%
XSC
1921
X-Square Capital
Puerto Rico
$592K – – –
HL
1922
HeadInvest LLC
Maine
$591K -$17.1K -70 -3%
KWS
1923
Keystone Wealth Services
California
$587K -$1.47K -6 -0.3%
FCMC
1924
Founders Capital Management (Connecticut)
Connecticut
$587K – – –
RCG
1925
Regatta Capital Group
California
$587K -$145K -592 -22%