Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
1701
Kiley Juergens Wealth Management
Washington
$864K -$11.7K -281 -1%
DFCM
1702
Dark Forest Capital Management
Puerto Rico
$862K -$9.2K -221 -1%
WQ
1703
Wealth Quarterback
New Jersey
$860K +$26.2K +630 +3%
BWP
1704
BSW Wealth Partners
Colorado
$860K -$40.3K -968 -5%
TWM
1705
Thrive Wealth Management
Pennsylvania
$857K -$24.9K -597 -3%
PP
1706
PDS Planning
Ohio
$855K +$82.2K +1,974 +12%
FNT
1707
First Nebraska Trust
Nebraska
$855K +$6.54K +157 +0.8%
VFM
1708
Vision Financial Markets
Connecticut
$855K +$4.29K +103 +0.5%
SC
1709
Syon Capital
California
$854K +$212K +5,096 +37%
CA
1710
Cullinan Associates
Kentucky
$854K -$8.99K -216 -1%
TA
1711
TFB Advisors
Kansas
$854K +$20.4K +491 +3%
TWP
1712
Tyche Wealth Partners
Texas
$852K -$588K -14,128 -43%
IP
1713
Investment Partners
Ohio
$851K -$35.6K -856 -4%
PFT
1714
Providence First Trust
Arizona
$849K – – –
VI
1715
Versor Investments
New York
$848K +$179K +4,300 +30%
WJWM
1716
Williams Jones Wealth Management
New York
$846K -$4K -96 -0.5%
ACGA
1717
Atlanta Consulting Group Advisors
Georgia
$846K -$2.79K -67 -0.4%
SA
1718
Sovran Advisors
California
$845K +$6.79K +163 +0.9%
CAMG
1719
CWA Asset Management Group
Florida
$845K -$11.5K -276 -1%
CCP
1720
Clough Capital Partners
Massachusetts
$844K – – –
GC
1721
GatePass Capital
Ohio
$843K +$435K +10,454 +128%
ST
1722
Somerset Trust
Pennsylvania
$839K +$152K +3,659 +25%
ACM
1723
Advance Capital Management
Michigan
$838K +$4.91K +118 +0.6%
AG
1724
AmeriFlex Group
Nevada
$836K +$173K +4,161 +29%
IGAM
1725
iA Global Asset Management
Quebec, Canada
$832K +$440K +10,562 +136%