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Name Holding Trade Value Shares
Change
Change in
Stake
Disciplined Investors
4201
Disciplined Investors
Texas
$4.06M -$246K -861 -6%
Cherrydale Wealth Management
4202
Cherrydale Wealth Management
New Jersey
$4.06M -$53.5K -187 -1%
Flower City Capital
4203
Flower City Capital
New York
$4.06M -$289K -1,011 -7%
TCP Asset Management
4204
TCP Asset Management
Ohio
$4.06M +$160K +559 +4%
Compass Advisory Group
4205
Compass Advisory Group
New York
$4.05M -$19.4K -68 -0.5%
Tenon Financial
4206
Tenon Financial
New Jersey
$4.05M -$302K -1,056 -7%
Gill Capital Partners
4207
Gill Capital Partners
Colorado
$4.05M -$123K -430 -3%
Burkett Financial Services
4208
Burkett Financial Services
South Carolina
$4.05M -$35.5K -124 -0.9%
RMG Wealth Management
4209
RMG Wealth Management
Wisconsin
$4.05M +$21.2K +74 +0.6%
Sensible Money
4210
Sensible Money
Arizona
$4.05M -$371K -1,296 -8%
Wiser Wealth Management
4211
Wiser Wealth Management
Georgia
$4.04M +$476K +1,664 +14%
Parrish Capital
4212
Parrish Capital
Georgia
$4.04M -$562K -1,966 -12%
Empire Financial Management Company
4213
Empire Financial Management Company
New York
$4.04M -$11.7M -40,938 -75%
Helen Stephens Group
4214
Helen Stephens Group
Texas
$4.04M +$152K +532 +4%
Rayburn West Financial Services
4215
Rayburn West Financial Services
Tennessee
$4.03M – – –
CAG
4216
Cypress Advisory Group
Arizona
$4.03M – – –
Kaufman Rossin Wealth
4217
Kaufman Rossin Wealth
Florida
$4.03M -$59.5K -208 -2%
Shrier Wealth Management
4218
Shrier Wealth Management
California
$4.03M -$2K -7 -0.1%
Quantum Financial Partners
4219
Quantum Financial Partners
Kansas
$4.03M +$3.98M +13,916 New
EntreWealth
4220
EntreWealth
Texas
$4.02M +$1.52M +5,311 +70%
Mowery & Schoenfeld Wealth Management
4221
Mowery & Schoenfeld Wealth Management
Illinois
$4.01M +$7.15K +25 +0.2%
Wealth Care LLC
4222
Wealth Care LLC
Florida
$4.01M -$286 -1 -0%
ValueWorks
4223
ValueWorks
New York
$4.01M -$132K -460 -3%
Harbour Wealth Management Group
4224
Harbour Wealth Management Group
South Carolina
$4M +$858 +3 +0%
MinichMacGregor Wealth Management
4225
MinichMacGregor Wealth Management
New York
$4M -$87.2K -305 -2%