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Name Holding Trade Value Shares
Change
Change in
Stake
WFMPM
2126
Woodley Farra Manion Portfolio Management
Indiana
$443K -$53.1K -531 -12%
OPOWM
2127
One Plus One Wealth Management
Florida
$442K
DG
2128
DMC Group
Alabama
$442K -$141K -1,416 -26%
GB
2129
Goepper Burkhardt
South Carolina
$442K -$21.7K -217 -5%
AWCI
2130
Alpine Woods Capital Investors
New York
$441K
OCM
2131
Osterweis Capital Management
California
$441K
NWA
2132
New World Advisors
Massachusetts
$441K +$400 +4 +0.1%
KW
2133
KWB Wealth
California
$440K -$55K -550 -12%
WAM
2134
Westport Asset Management
Connecticut
$440K
CFG
2135
Cooper Financial Group
California
$440K +$8.69K +87 +2%
OFS
2136
OneAscent Financial Services
Alabama
$440K +$21.3K +213 +6%
CCG
2137
Coastwise Capital Group
California
$440K -$49.3K -493 -11%
FCA
2138
FLC Capital Advisors
California
$438K -$35.6K -356 -8%
CWM
2139
Cranbrook Wealth Management
Michigan
$437K
ACG
2140
Allen Capital Group
Nebraska
$437K +$56.2K +562 +16%
ZIG
2141
Zullo Investment Group
Pennsylvania
$436K -$9.39K -94 -2%
SAM
2142
Simplify Asset Management
Nevada
$435K -$28.8K -288 -7%
BF
2143
Brogan Financial
Tennessee
$435K +$2K +20 +0.5%
AAP
2144
Arax Advisory Partners
Colorado
$435K -$40K -400 -9%
AFPL
2145
Advus Financial Partners, LLC
Florida
$434K +$100K +1,002 +34%
SWC
2146
Spectrum Wealth Counsel
Indiana
$432K +$392K +3,927 New
HWMG
2147
Hurlow Wealth Management Group
Indiana
$432K +$699 +7 +0.2%
SAM
2148
Summit Asset Management
Tennessee
$431K +$25.2K +252 +7%
AIFAIM
2149
American Institute for Advanced Investment Management
Arizona
$431K -$9.69K -97 -2%
PCM
2150
Pointe Capital Management
Michigan
$431K +$10.4K +104 +3%