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Name Holding Trade Value Shares
Change
Change in
Stake
SCI
2601
S&CO Inc
Massachusetts
$293K – – –
JDLA
2602
J. Derek Lewis & Associates
California
$293K +$3.56K +10 +1%
JF
2603
JMN Financial
Ohio
$291K +$295K +828 New
GIM
2604
Goelzer Investment Management
Indiana
$290K -$18.2K -51 -6%
BWM
2605
Bullock Wealth Management
Indiana
$289K -$22.5K -63 -7%
AFA
2606
American Financial Advisors
Georgia
$288K +$1.43K +4 +0.5%
WP
2607
WealthSpring Partners
California
$288K +$356 +1 +0.1%
RFN
2608
RDA Financial Network
Iowa
$287K -$356 -1 -0.1%
UFA
2609
Unify Financial Advisors
Florida
$286K – – –
LWP
2610
LFG Wealth Partners
Kentucky
$286K – – –
SWM
2611
Sterling Wealth Management
Illinois
$285K – – –
TC
2612
TFR Capital
Texas
$285K +$9.63K +27 +3%
TPWA
2613
TRUE Private Wealth Advisors
Oregon
$284K +$7.84K +22 +3%
1L
2614
10Elms LLP
Oklahoma
$284K +$287K +806 New
TWM
2615
Tripletail Wealth Management
Florida
$283K -$5.7K -16 -2%
SCM
2616
Sunbeam Capital Management
Georgia
$282K +$4.99K +14 +2%
MAG
2617
MRA Advisory Group
New Jersey
$282K +$713 +2 +0.3%
CCAL
2618
City Center Advisors LLC
Michigan
$282K -$91.3K -256 -24%
ACA
2619
Ascension Capital Advisors
Texas
$281K – – –
CEFA
2620
Closed-End Fund Advisors
Virginia
$281K – – –
WT
2621
WHI Trust
Illinois
$281K – – –
CIM
2622
Capital Investment Management
Missouri
$281K +$285K +800 New
TGY2IT
2623
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$281K +$285K +799 New
SC
2624
Schulhoff & Co
Ohio
$279K -$26.7K -75 -9%
RPC
2625
Royal Palms Capital
Montana
$279K +$282K +792 New