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Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
3801
Oakwell Private Wealth Management
Texas
$424K +$3.09K +20 +0.8%
PBF
3802
Petix & Botte Financial
California
$424K +$201K +1,300 +100%
MA
3803
MAS Advisors
Florida
$422K -$46.4K -300 -11%
EAM
3804
Empirical Asset Management
Massachusetts
$421K
PFM
3805
Phillips Financial Management
Indiana
$421K +$399K +2,580 New
PH
3806
Pinnacle Holdings
Oklahoma
$417K +$40.2K +260 +11%
MPW
3807
MA Private Wealth
California
$417K -$18.5K -120 -4%
SAM
3808
Strategic Asset Management
Minnesota
$417K
RCG
3809
Resource Consulting Group
Florida
$414K -$3.09K -20 -0.8%
DWA
3810
Dougherty Wealth Advisers
Minnesota
$414K
PFG
3811
Pinnacle Financial Group
Illinois
$414K +$30.9K +200 +9%
AC
3812
Annandale Capital
Texas
$414K +$155K +1,000 +65%
PIM
3813
Provident Investment Management
Michigan
$414K +$392K +2,540 New
PCMN
3814
Paradigm Capital Management (Nevada)
Nevada
$411K -$124K -800 -24%
CCM
3815
Check Capital Management
California
$411K -$21.6K -140 -5%
SDAM
3816
Shulman DeMeo Asset Management
New York
$411K +$37.1K +240 +11%
HI
3817
Humankind Investments
New York
$411K +$86.5K +560 +29%
TCB
3818
Texas Capital Bancshares
Texas
$408K -$34K -220 -8%
MIAS
3819
Mason Investment Advisory Services
Virginia
$407K
GC
3820
Gruss & Co
Florida
$407K -$1.24M -8,000 -76%
HIS
3821
Horizon Investment Services
Indiana
$407K -$95.8K -620 -20%
WFM
3822
Wolff Financial Management
Michigan
$407K
IWP
3823
Innova Wealth Partners
Pennsylvania
$407K +$158K +1,020 +69%
HA
3824
Hamel Associates
New Jersey
$404K +$3.09K +20 +0.8%
IFA
3825
Interactive Financial Advisors
Illinois
$401K +$315K +2,040 +486%