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Name Holding Trade Value Shares
Change
Change in
Stake
Financial Security Advisor
3451
Financial Security Advisor
Virginia
$607K -$2.57K -8 -0.4%
MHR
3452
Matthew Hamilton Rosenberg
$606K +$38.5K +120 +7%
Bellevue Asset Management
3453
Bellevue Asset Management
Washington
$606K – – –
Goldstone Financial Group
3454
Goldstone Financial Group
Illinois
$606K +$22.2K +69 +4%
Wexford Capital
3455
Wexford Capital
Florida
$605K +$347K +1,080 +158%
Wayfinding Financial
3456
Wayfinding Financial
Washington
$604K +$11.2K +35 +2%
Wealth Management Nebraska
3457
Wealth Management Nebraska
Nebraska
$603K -$32.1K -100 -5%
GW&K Investment Management
3458
GW&K Investment Management
Massachusetts
$603K +$33.1K +103 +6%
Precision Wealth Strategies
3459
Precision Wealth Strategies
Missouri
$603K -$15.4K -48 -3%
Legacy Financial Strategies
3460
Legacy Financial Strategies
Kansas
$602K +$14.8K +46 +3%
Beto Financial Group
3461
Beto Financial Group
Idaho
$602K +$12.2K +38 +2%
River Street Advisors
3462
River Street Advisors
Illinois
$601K -$36.3K -113 -6%
Daner Wealth Management
3463
Daner Wealth Management
Georgia
$600K +$4.5K +14 +0.9%
Eagle Wealth Strategies
3464
Eagle Wealth Strategies
New Jersey
$600K +$7.38K +23 +1%
Talisman Wealth Advisors
3465
Talisman Wealth Advisors
New Jersey
$599K +$23.8K +74 +4%
AmeriServ Wealth Advisors
3466
AmeriServ Wealth Advisors
Pennsylvania
$599K -$40.5K -126 -7%
Vaquero Private Wealth
3467
Vaquero Private Wealth
Texas
$598K +$560K +1,743 New
MKC
3468
M. Kraus & Co
Vermont
$597K +$29.9K +93 +6%
Carrera Capital Advisors
3469
Carrera Capital Advisors
Michigan
$597K +$43.7K +136 +8%
Carter Financial
3470
Carter Financial
California
$597K – – –
BNC Wealth Management
3471
BNC Wealth Management
Oregon
$596K -$8.35K -26 -1%
Sweeney & Michel
3472
Sweeney & Michel
California
$595K -$1.28K -4 -0.2%
SeaBridge Investment Advisors
3473
SeaBridge Investment Advisors
New Jersey
$594K +$15.1K +47 +3%
Clear Point Advisors
3474
Clear Point Advisors
New York
$591K +$642 +2 +0.1%
Pine Harbor Wealth Management
3475
Pine Harbor Wealth Management
Maryland
$591K – – –