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Name Holding Trade Value Shares
Change
Change in
Stake
IMPACTfolio
3801
IMPACTfolio
Colorado
$5.59M -$56.6K -198 -1%
Westshore Wealth
3802
Westshore Wealth
California
$5.58M +$120K +418 +2%
Chung Wu Investment Group
3803
Chung Wu Investment Group
Texas
$5.57M -$286K -1,000 -5%
JDM Financial Group
3804
JDM Financial Group
Texas
$5.57M -$13.4K -47 -0.2%
Fjell Capital
3805
Fjell Capital
North Dakota
$5.56M +$40.3K +141 +0.7%
Waller Financial Planning Group
3806
Waller Financial Planning Group
Ohio
$5.55M +$72.7K +254 +1%
Silphium Asset Management
3807
Silphium Asset Management
United Kingdom
$5.54M -$217K -760 -4%
National Wealth Management Group
3808
National Wealth Management Group
Ohio
$5.54M -$115K -401 -2%
Taylor Financial Group
3809
Taylor Financial Group
Virginia
$5.54M – – –
Sage Investment Counsel
3810
Sage Investment Counsel
Tennessee
$5.54M -$24.3K -85 -0.4%
Rather & Kittrell
3811
Rather & Kittrell
Tennessee
$5.53M +$264K +923 +5%
Iams Wealth Management
3812
Iams Wealth Management
Nebraska
$5.53M +$87.5K +306 +2%
AAFMAA Wealth Management & Trust
3813
AAFMAA Wealth Management & Trust
North Carolina
$5.53M -$322K -1,124 -6%
Philip James Wealth Mangement
3814
Philip James Wealth Mangement
Georgia
$5.52M -$353K -1,233 -6%
Serenus Wealth Advisors
3815
Serenus Wealth Advisors
California
$5.52M -$2.57K -9 -0%
Dupree Financial Group
3816
Dupree Financial Group
Kentucky
$5.52M -$97K -339 -2%
Integrity Wealth Solutions
3817
Integrity Wealth Solutions
Colorado
$5.52M +$351K +1,226 +7%
Peoples Bank (Ohio)
3818
Peoples Bank (Ohio)
Ohio
$5.52M +$295K +1,032 +6%
GAFA
3819
Garton & Associates Financial Advisors
Kentucky
$5.52M -$282K -986 -5%
Platt Wealth Management
3820
Platt Wealth Management
California
$5.52M +$148K +519 +3%
Z3 Capital Partners
3821
Z3 Capital Partners
Virginia
$5.51M -$85.5K -299 -2%
Farnam Financial
3822
Farnam Financial
Arizona
$5.5M -$26K -91 -0.5%
Andrews Advisory Associates
3823
Andrews Advisory Associates
Hawaii
$5.5M -$118K -414 -2%
McGowan Group Asset Management
3824
McGowan Group Asset Management
Texas
$5.5M +$2.86K +10 +0.1%
Legacy Wealth Asset Management
3825
Legacy Wealth Asset Management
Minnesota
$5.49M -$478K -1,671 -8%