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Name Holding Trade Value Shares
Change
Change in
Stake
Yanni & Associates Investment Advisors
5801
Yanni & Associates Investment Advisors
Pennsylvania
$564K -$10.3K -36 -2%
Theory Financial
5802
Theory Financial
Colorado
$564K -$8.58K -30 -2%
High Point Wealth Management
5803
High Point Wealth Management
New Jersey
$563K +$286 +1 +0.1%
Tandem Investment Advisors
5804
Tandem Investment Advisors
South Carolina
$562K -$251K -879 -31%
Oregon Pacific Wealth Management
5805
Oregon Pacific Wealth Management
Oregon
$561K +$62.6K +219 +13%
OakTrust Wealth Advisors
5806
OakTrust Wealth Advisors
Connecticut
$560K +$14.3K +50 +3%
Fairman Group
5807
Fairman Group
Pennsylvania
$559K +$46.6K +163 +9%
Carolina Wealth Advisors
5808
Carolina Wealth Advisors
South Carolina
$559K -$14.3K -50 -3%
Oasis Advisors
5809
Oasis Advisors
Iowa
$556K -$27.4M -95,818 -98%
Envision Financial Planning
5810
Envision Financial Planning
Tennessee
$554K +$2.29K +8 +0.4%
Innovator Capital Management
5811
Innovator Capital Management
Illinois
$553K -$165K -577 -23%
Integrated Wealthcare
5812
Integrated Wealthcare
North Carolina
$552K – – –
NI Acquisitions Company
5813
NI Acquisitions Company
Pennsylvania
$551K +$3.61M +12,631 New
Intrinsic Value Partners
5814
Intrinsic Value Partners
Arizona
$551K – – –
Mittelman Wealth Management
5815
Mittelman Wealth Management
Massachusetts
$549K -$346K -1,208 -60%
Wilsey Asset Management
5816
Wilsey Asset Management
California
$549K – – –
6SA
5817
6th Street Advisors
Alabama
$548K -$52.3K -183 -9%
Brooktree Capital Management
5818
Brooktree Capital Management
Michigan
$545K – – –
Thor Investment Management
5819
Thor Investment Management
Ohio
$544K +$47.2K +165 +10%
Poinciana Advisors Group
5820
Poinciana Advisors Group
Florida
$542K -$78.1K -273 -13%
Dean Jacobson Financial Services
5821
Dean Jacobson Financial Services
Texas
$541K – – –
Strategic Financial Group
5822
Strategic Financial Group
Michigan
$541K – – –
Larry Mathis Financial Planning
5823
Larry Mathis Financial Planning
Arizona
$541K +$28.6K +100 +6%
Bellevue Group
5824
Bellevue Group
Switzerland
$541K -$444K -1,552 -47%
TrustWell Financial Advisors
5825
TrustWell Financial Advisors
Florida
$537K +$35.5K +124 +7%