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Name Holding Trade Value Shares
Change 		Change in
Stake
TI
2151
tru Independence
Oregon
$445K -$9.22K -164 -2%
LWP
2152
Legacy Wealth Planning
Nevada
$445K +$563 +10 +0.1%
PV
2153
Private Vista
Illinois
$443K -$495K -8,800 -52%
GG
2154
GenWealth Group
New Jersey
$443K +$1.29K +23 +0.3%
LWM
2155
Liberty Wealth Management
California
$442K +$8.78K +156 +2%
RP
2156
Rowlandmiller & Partners
Georgia
$440K -$5.63K -100 -1%
EWF
2157
Epstein & White Financial
California
$436K -$277K -4,931 -38%
MWM
2158
Maltin Wealth Management
New Jersey
$436K +$20.8K +369 +5%
CMTU
2159
Capital Markets Trading (UK)
United Kingdom
$435K +$444K +7,890 New
SRC
2160
Sage Rhino Capital
California
$434K +$20.8K +369 +5%
TFO
2161
Tarbox Family Office
California
$432K -$18.9K -336 -4%
MIFH
2162
Migdal Insurance & Financial Holdings
Israel
$432K +$89.7K +1,594 +26%
FBP
2163
Flippin Bruce & Porter
Virginia
$431K – – –
RGC
2164
Roberts, Glore & Co
Illinois
$430K -$33.8K -600 -7%
VFM
2165
Vivid Financial Management
California
$430K +$25.6K +455 +6%
HCM
2166
Hollencrest Capital Management
California
$429K -$2.5M -44,374 -85%
TNA
2167
True North Advisors
Texas
$428K +$59.1K +1,050 +16%
PCMC
2168
Private Capital Management (Colorado)
Colorado
$427K +$50.6K +900 +13%
MHR
2169
Matthew Hamilton Rosenberg
$427K +$51.7K +919 +13%
SBWIC
2170
Schaper Benz & Wise Investment Counsel
Wisconsin
$426K -$20K -356 -4%
WC
2171
Weil Company
California
$426K -$2.25K -40 -0.5%
CCM
2172
Carlson Capital Management
Minnesota
$426K +$101K +1,789 +30%
BO
2173
BRR OpCo
Ohio
$425K -$108K -1,916 -20%
SHWM
2174
Silicon Hills Wealth Management
Texas
$424K -$18.3K -325 -4%
RSC
2175
Red Spruce Capital
Pennsylvania
$424K +$2.64K +47 +0.6%
85 86
87
88 89