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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
4451
Goodwin Investment Advisory
Georgia
$411K -$156K -898 -30%
TAIM
4452
TD Ameritrade Investment Management
Nebraska
$409K -$67.8K -389 -16%
DGI
4453
Disciplined Growth Investors
Minnesota
$409K
BA
4454
Bridgewater Associates
Connecticut
$403K -$2.12M -12,169 -85%
FF
4455
Financial Futures
New Jersey
$402K -$572K -3,280 -61%
SFS
4456
Starfox Financial Services
Texas
$402K +$23K +132 +7%
NWA
4457
Navis Wealth Advisors
New York
$397K +$356K +2,045 New
MWA
4458
Martel Wealth Advisors
Washington
$393K +$20.9K +120 +6%
TA
4459
Teramo Advisors
Florida
$388K
KC
4460
Kinloch Capital
Virginia
$388K +$2.44K +14 +0.7%
JRP
4461
Jasper Ridge Partners
California
$383K
OKSA
4462
O'Keefe Stevens Advisory
New York
$383K -$1.05K -6 -0.3%
PFG
4463
Peterson Financial Group
Iowa
$381K -$73.9K -424 -18%
UA
4464
Unison Advisors
District of Columbia
$381K
TCM
4465
Tran Capital Management
California
$380K +$341K +1,958 New
IA
4466
IFS Advisors
Kansas
$372K +$146K +839 +78%
CIM
4467
Contravisory Investment Management
Massachusetts
$371K
G
4468
Gainplan
Michigan
$369K -$1.05M -6,007 -76%
AWMS
4469
Advocacy Wealth Management Services
Georgia
$369K +$78.9K +453 +31%
HWA
4470
Hillcrest Wealth Advisors
New Jersey
$367K -$20K -115 -6%
DJFS
4471
Dean Jacobson Financial Services
Texas
$367K
CWA
4472
Continuum Wealth Advisors
New York
$366K -$697 -4 -0.2%
SH
4473
Svenska Handelsbanken
Sweden
$366K +$49.7K +285 +18%
TFA
4474
TPG Financial Advisors
Oregon
$365K +$45.3K +260 +16%
FVCM
4475
F&V Capital Management
Florida
$364K