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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
3751
Trinity Financial Advisors
Ohio
$554K +$485K +4,250 New
ODFS
3752
O'Donnell Financial Services
California
$554K +$16.4K +144 +4%
AFP
3753
Alpha Financial Partners
Kentucky
$553K -$52.4K -459 -10%
SCP
3754
Silverleafe Capital Partners
Tennessee
$553K
KWM
3755
KFG Wealth Management
Indiana
$551K +$167K +1,460 +53%
ICM
3756
Intrepid Capital Management
Florida
$550K +$45.6K +399 +10%
SPIO
3757
Seven Post Investment Office
California
$550K
BFAG
3758
Blackston Financial Advisory Group
Florida
$550K -$71K -622 -13%
C
3759
Covestor
United Kingdom
$550K +$23.4K +205 +5%
CSIA
3760
Charles Schwab Investment Advisory
California
$549K -$49.4K -433 -9%
SMWM
3761
Silvia McColl Wealth Management
California
$548K
BBA
3762
Braun-Bostich & Associates
Pennsylvania
$548K -$2.74K -24 -0.6%
FPFS
3763
First Personal Financial Services
North Carolina
$548K -$228 -2 -0%
IWP
3764
Insight Wealth Partners
Texas
$547K +$72.5K +635 +18%
BA
3765
Ballew Advisors
Mississippi
$547K
Members Trust
3766
Members Trust
Florida
$545K +$478K +4,183 New
CGFA
3767
Colton Groome Financial Advisors
North Carolina
$545K -$284K -2,490 -37%
BCM
3768
Brooktree Capital Management
Michigan
$542K
B
3769
BetterWealth
California
$541K -$44.1K -386 -9%
RTL
3770
Red Tortoise LLC
Georgia
$541K +$2.06K +18 +0.4%
IVP
3771
Intrinsic Value Partners
Arizona
$540K +$114 +1 +0%
SNBOSD
3772
Security National Bank of So Dak
Iowa
$539K +$472K +4,133 New
TIM
3773
Tortoise Investment Management
New York
$538K -$34.3K -300 -7%
CRI
3774
Commonwealth Retirement Investments
Virginia
$537K +$57.1K +500 +14%
SFP
3775
Sterling Financial Planning
New Jersey
$535K