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Name Holding Trade Value Shares
Change
Change in
Stake
LA
2101
Lifeworks Advisors
Michigan
$397K -$155K -1,455 -29%
AF
2102
Affiance Financial
Minnesota
$397K +$17.4K +163 +5%
MA
2103
MONECO Advisors
Connecticut
$396K +$1.39K +13 +0.4%
TFF
2104
The Family Firm
Maryland
$396K +$1.39K +13 +0.4%
LA
2105
LVW Advisors
New York
$395K -$2.45K -23 -0.6%
SSWM
2106
Sheets Smith Wealth Management
North Carolina
$395K +$853 +8 +0.2%
IPW
2107
Impact Partnership Wealth
Georgia
$395K +$386K +3,621 New
MCP
2108
Mirador Capital Partners
California
$395K +$35.9K +337 +10%
FCA
2109
FinTrust Capital Advisors
South Carolina
$394K – – –
GAM
2110
GEM Asset Management
Michigan
$394K – – –
SWM
2111
Seed Wealth Management
Illinois
$394K – – –
FBT
2112
First Bank & Trust
South Dakota
$392K -$3.52K -33 -0.9%
DPI
2113
Diversified Portfolios Inc
Michigan
$391K -$42.6K -400 -10%
COCM
2114
Charter Oak Capital Management
New Hampshire
$390K +$426 +4 +0.1%
BFA
2115
BMS Financial Advisors
South Dakota
$390K -$142K -1,331 -27%
GWWM
2116
Great Waters Wealth Management
Minnesota
$390K +$320 +3 +0.1%
OWM
2117
Opes Wealth Management
California
$389K – – –
VCM
2118
Virtue Capital Management
Tennessee
$388K -$39.8K -373 -9%
AWM
2119
Atticus Wealth Management
Florida
$387K +$1.71K +16 +0.5%
ACG
2120
Allen Capital Group
Nebraska
$387K +$26.6K +250 +8%
CFO
2121
Collective Family Office
Pennsylvania
$386K -$3.41K -32 -0.9%
AA
2122
Advisory Alpha
Michigan
$382K -$12.7K -119 -3%
IAM
2123
Innovis Asset Management
Illinois
$382K – – –
RVM
2124
Robinson Value Management
Texas
$382K – – –
GITFIT
2125
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$382K +$45.2K +424 +14%