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Name Holding Trade Value Shares
Change
Change in
Stake
FLA
3751
Financial Life Advisors
Texas
$310K
TCM
3752
TD Capital Management
Tennessee
$310K +$155K +1,235 +74%
LWP
3753
Legacy Wealth Planning
Nevada
$309K -$254K -2,031 -41%
NCG
3754
Newport Capital Group
New Jersey
$309K -$8.63K -69 -2%
ARIS
3755
Advanced Research Investment Solutions
California
$308K -$528K -4,220 -59%
RPSA
3756
Richard P. Slaughter Associates
Texas
$308K -$70.1K -560 -16%
PPWM
3757
PFG Private Wealth Management
Florida
$308K -$30K -240 -8%
PWM
3758
Provident Wealth Management
Tennessee
$308K -$5K -40 -1%
MCA
3759
Martin Capital Advisors
Texas
$308K
MRWM
3760
ML&R Wealth Management
Texas
$308K +$85K +679 +31%
TIA
3761
Tandem Investment Advisors
South Carolina
$308K +$108K +864 +42%
ASGS
3762
Alpha Square Group S
New York
$308K +$138K +1,100 +61%
KFA
3763
Krane Funds Advisors
New York
$308K +$167K +1,336 +86%
QT
3764
Quantamental Technologies
New York
$308K +$363K +2,903 New
RWRC
3765
R.W. Roge & Company
New York
$307K -$3.13K -25 -0.9%
FFP
3766
Forbes Financial Planning
Rhode Island
$307K
HWM
3767
HighMark Wealth Management
Minnesota
$307K +$3.75K +30 +1%
AWM
3768
AAF Wealth Management
Massachusetts
$306K -$2.13K -17 -0.6%
OWM
3769
Orgel Wealth Management
Wisconsin
$306K -$17.5K -140 -5%
LAS
3770
Lloyd Advisory Services
Georgia
$306K +$62.1K +496 +21%
EDRIA
3771
Edmonds Duncan Registered Investment Advisors
Kansas
$304K
PWM
3772
Penobscot Wealth Management
Maine
$304K +$12.5K +100 +4%
RF
3773
RHS Financial
California
$304K +$359K +2,865 New
LL
3774
LPWM LLC
Minnesota
$303K -$30K -240 -8%
PL
3775
Parthenon LLC
Kentucky
$303K +$18.8K +150 +6%