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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2101
Aspire Wealth Management
Massachusetts
$391K – – –
GG
2102
GenWealth Group
New Jersey
$391K – – –
CWA
2103
CM Wealth Advisors
Ohio
$390K +$380K +1,299 New
THWM
2104
Taylor Hoffman Wealth Management
Virginia
$390K -$124K -425 -24%
OL
2105
OneFund LLC
Florida
$390K -$10.8K -37 -3%
TIA
2106
Traphagen Investment Advisors
New Jersey
$389K +$3.22K +11 +0.8%
OHWP
2107
Oak Harbor Wealth Partners
North Carolina
$389K – – –
HCM
2108
Hutchinson Capital Management
California
$389K -$293 -1 -0.1%
SCA
2109
STALEY CAPITAL ADVISERS
Pennsylvania
$387K – – –
ZIG
2110
Zullo Investment Group
Pennsylvania
$384K +$3.8K +13 +1%
HCM
2111
Hengehold Capital Management
Ohio
$384K +$585 +2 +0.1%
BFWA
2112
Benchmark Financial Wealth Advisors
Florida
$384K +$62.9K +215 +19%
HC
2113
Hourglass Capital
Texas
$383K – – –
OCM
2114
Orion Capital Management
California
$382K +$17.6K +60 +5%
OC
2115
Oakworth Capital
Alabama
$382K -$29.6K -101 -7%
FMP
2116
Financial Management Professionals
Texas
$382K -$5.56K -19 -1%
WAM
2117
Walker Asset Management
Missouri
$381K +$2.93K +10 +0.8%
HAS
2118
Holland Advisory Services
Florida
$381K +$1.17K +4 +0.3%
BlueCrest Capital Management
2119
BlueCrest Capital Management
Jersey
$380K -$469K -1,603 -55%
CVA
2120
Central Valley Advisors
California
$379K -$293 -1 -0.1%
LF
2121
LifeSteps Financial
California
$378K +$14.6K +50 +4%
ECA
2122
Elevated Capital Advisors
Utah
$378K +$28.7K +98 +8%
TSS
2123
Thomas Story & Son
Indiana
$377K – – –
ZAM
2124
Zevin Asset Management
Massachusetts
$377K +$155K +529 +66%
TF
2125
Trek Financial
Arizona
$377K +$1.17K +4 +0.3%