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Name Holding Trade Value Shares
Change
Change in
Stake
OR
1826
Olympiad Research
Connecticut
$335K +$44K +108 +13%
AWA
1827
Aaron Wealth Advisors
Illinois
$335K +$98.5K +242 +36%
SHJ
1828
Sharkey, Howes & Javer
Colorado
$334K
CA
1829
Crewe Advisors
Utah
$334K +$249K +611 +202%
SB
1830
Sunflower Bank
Texas
$330K -$51.3K -126 -12%
ZIMP
1831
Zimmermann Investment Management & Planning
Pennsylvania
$330K -$50.5K -124 -12%
QPWM
1832
Quadrant Private Wealth Management
Pennsylvania
$328K -$1.63K -4 -0.4%
LA
1833
LVW Advisors
New York
$328K +$2.85K +7 +0.8%
FCM
1834
Fourpath Capital Management
Oklahoma
$326K -$32.6K -80 -8%
GIM
1835
Grassi Investment Management
California
$326K
DS
1836
DRW Securities
Illinois
$325K +$361K +887 New
FG
1837
Fiduciary Group
Georgia
$323K +$27.7K +68 +10%
CWM
1838
Castle Wealth Management
Florida
$323K +$359K +883 New
SIM
1839
SSI Investment Management
California
$322K
FMI
1840
F/M Investments
District of Columbia
$322K +$223K +549 New
OWA
1841
Opal Wealth Advisors
New York
$321K -$28.9K -71 -7%
RIA
1842
Regal Investment Advisors
Michigan
$321K +$18.7K +46 +6%
PCMK
1843
Paragon Capital Management (Kansas)
Kansas
$319K -$20.3K -50 -5%
ACA
1844
Affinity Capital Advisors
California
$318K -$4.07K -10 -1%
ZF
1845
Zhang Financial
Michigan
$317K -$22.4K -55 -6%
SICM
1846
Sustainable Insight Capital Management
New York
$315K -$8.55K -21 -3%
SP
1847
Successful Portfolios
Florida
$314K +$3.26K +8 +0.9%
PGIM
1848
Pacific Global Investment Management
California
$314K +$11.4K +28 +3%
IC
1849
Inscription Capital
Texas
$310K
TCBWMS
1850
Texas Capital Bank Wealth Management Services
Texas
$309K -$15.5K -38 -4%