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Name Holding Trade Value Shares
Change
Change in
Stake
DACG
5851
Donor Advised Charitable Giving
California
$442K -$1.65M -6,137 -79%
YWM
5852
Yardley Wealth Management
Pennsylvania
$441K
LIM
5853
Letson Investment Management
Georgia
$438K
GL
5854
GHE LLC
Tennessee
$437K +$431K +1,606 New
P
5855
Palladiem
Pennsylvania
$436K +$428K +1,596 New
JCM
5856
J2 Capital Management
Michigan
$435K
FEG
5857
Fund Evaluation Group
Ohio
$434K +$428K +1,595 New
WRM
5858
Weybosset Research & Management
Rhode Island
$432K -$25.8K -96 -6%
AI
5859
ArchPoint Investors
Florida
$431K
BIM
5860
Breakwater Investment Management
Washington
$431K -$7.52K -28 -2%
KMC
5861
Kirr Marbach & Co
Indiana
$427K
LW
5862
Livet Wealth
Utah
$425K +$420K +1,565 New
AA
5863
ArborFi Advisors
Michigan
$425K -$31.9K -119 -7%
UFA
5864
Uptown Financial Advisors
Texas
$425K
CL
5865
CSS LLC
Illinois
$424K +$419K +1,560 New
LKWM
5866
Lee-Kelleher Wealth Management
Maryland
$423K
DIS
5867
Diversified Investment Strategies
Louisiana
$423K
TBC
5868
Ted Buchan & Co
California
$422K -$43.5K -162 -9%
TA
5869
TCM Advisors
West Virginia
$422K
SWP
5870
Significant Wealth Partners
Illinois
$421K -$717K -2,670 -63%
BCMIO
5871
Beacon Capital Management Inc (Ohio)
Ohio
$418K -$45.9K -171 -10%
DGI
5872
Disciplined Growth Investors
Minnesota
$417K
AIA
5873
Acute Investment Advisory
Arizona
$417K +$28.2K +105 +7%
AF
5874
Amara Financial
California
$417K -$537 -2 -0.1%
VAG
5875
Vannoy Advisory Group
Texas
$416K