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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
5926
Thornburg Investment Management
New Mexico
$337K
IA
5927
IFG Advisory
Georgia
$337K -$43M -165,240 -99%
EWA
5928
ERTS Wealth Advisors
Michigan
$336K -$22.1K -85 -6%
RFPS
5929
Reality Financial Planning Services
Florida
$336K
FF
5930
Frankly Finances
Florida
$336K
WWM
5931
Woodside Wealth Management
Massachusetts
$335K -$29.1K -112 -8%
SIM
5932
Sims Investment Management
Ohio
$332K -$431K -1,655 -56%
RSC
5933
Red Spruce Capital
Pennsylvania
$331K -$20.8K -80 -6%
TF
5934
TME Financial
California
$330K -$45K -173 -12%
BA
5935
Blueline Advisors
New Hampshire
$330K -$47.4K -182 -12%
PFA
5936
Petra Financial Advisors
Colorado
$330K -$463K -1,778 -58%
PNC
5937
Point Nemo Capital
Texas
$330K -$14.6K -56 -4%
ARA
5938
Approach Retirement Advisors
Alabama
$329K +$19K +73 +6%
SM
5939
Sciencast Management
New Jersey
$328K +$14.1K +54 +4%
NRWA
5940
North Ridge Wealth Advisors
Oregon
$325K -$35.7K -137 -10%
1CM
5941
1492 Capital Management
Wisconsin
$325K -$4.68K -18 -1%
SM
5942
Samjo Management
New York
$325K
KP
5943
Kitching Partners
Pennsylvania
$324K -$94.2K -362 -22%
MGI
5944
Miller Global Investments
Texas
$323K +$210K +806 +172%
MG
5945
MilWealth Group
Wisconsin
$323K
LFG
5946
Lockerman Financial Group
California
$319K -$8.85K -34 -3%
SIAS
5947
Summit Investment Advisory Services
Minnesota
$316K -$51K -196 -14%
RF
5948
rebel Financial
Ohio
$316K +$1.82K +7 +0.6%
MWA
5949
Mills Wealth Advisors
Texas
$316K +$23.2K +89 +8%
MUMSS
5950
Mitsubishi UFJ Morgan Stanley Securities
Japan
$314K -$353K -1,357 -52%