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Name Holding Trade Value Shares
Change
Change in
Stake
FTA
4301
Financial & Tax Architects
Missouri
$1.38M +$297K +1,635 +26%
JCIA
4302
Jackson Creek Investment Advisors
Colorado
$1.37M
Aristotle Capital Management
4303
Aristotle Capital Management
California
$1.37M
CHM
4304
Collaborative Holdings Management
New York
$1.37M +$1.45M +8,000 New
SCM
4305
Sollinda Capital Management
Florida
$1.37M -$705K -3,875 -33%
AFIA
4306
America First Investment Advisors
Nebraska
$1.37M -$66.9K -368 -4%
OGF
4307
Orin Green Financial
California
$1.37M -$737K -4,053 -34%
PWC
4308
PYA Waltman Capital
Tennessee
$1.37M +$2.36K +13 +0.2%
GRQ
4309
Gardner Russo & Quinn
Pennsylvania
$1.37M -$236K -1,300 -14%
GRA
4310
Golden Road Advisors
Florida
$1.36M -$42.4K -233 -3%
CFP
4311
Cypress Financial Planning
New Jersey
$1.36M +$183K +1,006 +14%
CW
4312
Cook Wealth
North Carolina
$1.35M -$62.4K -343 -4%
WWWM
4313
White Wing Wealth Management
Texas
$1.35M +$4.36K +24 +0.3%
RCM
4314
RMR Capital Management
California
$1.34M
CMBA
4315
C.M. Bidwell & Associates
Hawaii
$1.34M -$24.7K -136 -2%
AA
4316
Axiom Advisory
California
$1.34M +$70.2K +386 +5%
HAS
4317
Holland Advisory Services
Florida
$1.33M -$47.1K -259 -3%
WWM
4318
Waterway Wealth Management
Texas
$1.33M -$583K -3,204 -29%
OFG
4319
Omega Financial Group
California
$1.33M +$42.2K +232 +3%
PF
4320
Penney Financial
Texas
$1.32M +$545 +3 +0%
PA
4321
Probity Advisors
Texas
$1.32M -$14.7K -81 -1%
TWM
4322
Tolleson Wealth Management
Texas
$1.32M -$587K -3,230 -30%
NECFA
4323
New England Capital Financial Advisors
Connecticut
$1.32M -$12K -66 -0.8%
DWA
4324
Delta Wealth Advisors
Indiana
$1.32M +$1.4M +7,690 New
LAS
4325
Legacy Advisory Services
Pennsylvania
$1.32M -$185K -1,016 -12%