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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
4051
Councilmark Asset Management
Tennessee
$907K
AGM
4052
Alpine Global Management
New York
$907K +$888K +4,866 New
OPPS
4053
Obsidian Personal Planning Solutions
Maryland
$906K +$17.7K +97 +2%
GB
4054
Goepper Burkhardt
South Carolina
$906K +$180K +989 +26%
CIA
4055
Caerus Investment Advisors
Texas
$905K
VEA
4056
Virtus ETF Advisers
New York
$904K +$885K +4,851 New
WCM
4057
Wallace Capital Management
Texas
$904K
SWM
4058
Selective Wealth Management
Virginia
$903K -$33.9K -186 -4%
ASI
4059
Advisory Services & Investments
Oregon
$902K -$357K -1,957 -29%
BWM
4060
Blossom Wealth Management
California
$902K -$23.9K -131 -3%
PVAMC
4061
PPS&V Asset Management Consultants
Michigan
$901K -$12K -66 -1%
EW
4062
Element Wealth
Mississippi
$901K +$62K +340 +8%
RWM
4063
Refined Wealth Management
Utah
$900K -$35K -192 -4%
LIM
4064
Lathrop Investment Management
Arkansas
$897K +$257K +1,406 +41%
NVIM
4065
New Vernon Investment Management
Illinois
$896K
BFS
4066
Burkett Financial Services
South Carolina
$893K
VDI
4067
Vaughan David Investments
Illinois
$892K +$5.66K +31 +0.7%
FWM
4068
ForthRight Wealth Management
Georgia
$892K -$4.56K -25 -0.5%
EFP
4069
Elser Financial Planning
Indiana
$890K +$78.5K +430 +10%
HP
4070
HT Partners
Connecticut
$889K -$32.1K -176 -4%
ERIM
4071
Eagle Ridge Investment Management
Connecticut
$888K +$30.8K +169 +4%
CA
4072
Cambridge Advisors
Nebraska
$885K -$1.82K -10 -0.2%
WAM
4073
Winslow Asset Management
Ohio
$884K
KWM
4074
KFG Wealth Management
Indiana
$881K -$123K -672 -12%
SF
4075
Slagle Financial
Illinois
$881K +$176K +962 +26%