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Name Holding Trade Value Shares
Change
Change in
Stake
WP
2401
Wealthspan Partners
Iowa
$393K – – –
NWA
2402
New World Advisors
Massachusetts
$392K -$70.8K -539 -16%
HIG
2403
Heritage Investment Group
Florida
$391K – – –
BB
2404
Bell Bank
North Dakota
$391K -$12.7K -97 -3%
FFG
2405
Frisch Financial Group
New York
$390K +$38.9K +296 +11%
TAM
2406
Tucker Asset Management
Colorado
$390K -$21.5K -164 -5%
CCC
2407
Chesapeake Capital Corp
Florida
$390K +$382K +2,913 New
BBW
2408
Blue Barn Wealth
Utah
$390K -$88.7K -676 -19%
UAML
2409
US Asset Management LLC
Pennsylvania
$390K – – –
VI
2410
Versor Investments
New York
$389K -$13.1K -100 -3%
HCP
2411
Hardin Capital Partners
South Carolina
$388K +$1.05K +8 +0.3%
JB Capital
2412
JB Capital
Connecticut
$387K +$3.41K +26 +0.9%
OAJ
2413
Ogorek Anthony Joseph
New York
$386K +$64.5K +491 +21%
SRC
2414
Shufro Rose & Co
New York
$386K – – –
SWA
2415
Strategies Wealth Advisors
Michigan
$386K +$378K +2,878 New
CCM
2416
Carderock Capital Management
Maryland
$385K – – –
Harel Insurance Investments & Financial Services
2417
Harel Insurance Investments & Financial Services
Israel
$385K +$47.9K +365 +14%
BFA
2418
Beacon Financial Advisory
Ohio
$385K +$42.7K +325 +13%
YWS
2419
Yarger Wealth Strategies
Ohio
$385K -$26.6K -203 -7%
Facet Wealth Inc
2420
Facet Wealth Inc
Maryland
$384K +$62.9K +479 +20%
BFA
2421
Buttonwood Financial Advisors
Maryland
$384K -$14K -107 -4%
MA
2422
MJP Associates
Connecticut
$384K -$17.3K -132 -4%
API
2423
Asset Planning Inc
California
$382K +$1.05K +8 +0.3%
OWA
2424
Opal Wealth Advisors
New York
$382K -$37.7K -287 -9%
SL
2425
Summitry LLC
California
$382K +$149K +1,138 +66%