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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1101
Aries Wealth Management
Maine
$355K – – –
DWM
1102
Diversify Wealth Management
Utah
$352K -$1.16K -11 -0.3%
PIM
1103
Plato Investment Management
Australia
$351K +$525 +5 +0.1%
IPW
1104
Invictus Private Wealth
Colorado
$348K -$53K -504 -13%
DOA
1105
D'Orazio & Associates
Virginia
$346K -$4.1K -39 -1%
PFGIA
1106
Patriot Financial Group Insurance Agency
Massachusetts
$344K +$315 +3 +0.1%
PP
1107
PDS Planning
Ohio
$343K -$8.93K -85 -3%
HBT
1108
Heartland Bank & Trust
Illinois
$343K – – –
Fuller & Thaler Asset Management
1109
Fuller & Thaler Asset Management
California
$341K – – –
CP
1110
Canopy Partners
Ohio
$341K -$1.58K -15 -0.5%
HVIA
1111
Hudson Valley Investment Advisors
New York
$340K – – –
NAS
1112
NWF Advisory Services
California
$339K +$116K +1,103 +52%
AR
1113
Apeiron RIA
Texas
$338K – – –
MFG
1114
Marmo Financial Group
Tennessee
$338K +$40.8K +388 +14%
LAI
1115
Legal Advantage Investments
California
$337K -$42K -400 -11%
WC
1116
Woodstock Corp
Massachusetts
$337K – – –
DAM
1117
Delta Asset Management
Tennessee
$337K -$12.6K -120 -4%
RB
1118
Rodgers Brothers
Pennsylvania
$336K – – –
SWM
1119
Seed Wealth Management
Illinois
$336K – – –
MF
1120
Magnetar Financial
Illinois
$335K +$334K +3,178 New
1SB
1121
1ST Source Bank
Indiana
$333K +$1.16K +11 +0.3%
ONST
1122
Old North State Trust
North Carolina
$332K -$47K -447 -12%
NLWP
1123
Next Level Wealth Planning
Idaho
$332K +$20.2K +192 +6%
KA
1124
Kovack Advisors
Florida
$332K -$2.63K -25 -0.8%
SPC
1125
Spirepoint Private Client
Florida
$331K – – –