Name Holding Trade Value Shares
Change
Change in
Stake
MW
2601
MBL Wealth
North Carolina
$311K -$6.43K -49 -2%
RWI
2602
Red Wave Investments
Pennsylvania
$310K – – –
CWM
2603
Circle Wealth Management
New Jersey
$310K -$7.35K -56 -2%
EFP
2604
Elser Financial Planning
Indiana
$310K -$10.8K -82 -3%
HCM
2605
Highview Capital Management
Illinois
$310K +$4.2K +32 +1%
PGA
2606
Portland Global Advisors
Maine
$309K – – –
DSN
2607
D. Scott Neal
Kentucky
$308K -$65.6K -500 -18%
AAM
2608
Augustine Asset Management
Florida
$308K +$4.2K +32 +1%
LC
2609
Lavaca Capital
Texas
$307K -$193K -1,469 -39%
CP
2610
Creekside Partners
California
$307K – – –
SGCA
2611
Steel Grove Capital Advisors
Tennessee
$307K – – –
WFA
2612
Websterrogers Financial Advisors
South Carolina
$306K +$131 +1 +0%
CG
2613
CFO4Life Group
Texas
$306K -$1.57K -12 -0.5%
RRWA
2614
Rainey & Randall Wealth Advisors
Florida
$306K – – –
MFC
2615
Morris Financial Concepts
South Carolina
$306K -$5.51K -42 -2%
BWP
2616
Bernardo Wealth Planning
Pennsylvania
$305K +$1.18K +9 +0.4%
LTI
2617
Laffer Tengler Investments
Tennessee
$305K -$159K -1,212 -35%
APWM
2618
Argonautica Private Wealth Management
Massachusetts
$305K -$51.1K -389 -15%
IIA
2619
Integral Investment Advisors
California
$305K -$27.6K -210 -8%
SLC
2620
Second Line Capital
Louisiana
$304K -$41.6K -317 -12%
MAM
2621
McLean Asset Management
Virginia
$304K +$12.6K +96 +4%
NL
2622
Navalign LLC
California
$304K -$13.7K -104 -4%
MIA
2623
MeadowBrook Investment Advisors
Michigan
$303K – – –
WMP
2624
Wealth Management Partners
Arizona
$303K – – –
FOA
2625
Five Oceans Advisors
California
$303K -$20.7K -158 -7%