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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
4276
Lathrop Investment Management
Arkansas
$455K +$6.45K +46 +2%
TI
4277
tru Independence
Oregon
$455K +$14K +100 +3%
SPA
4278
Sherbrooke Park Advisers
New York
$455K +$420K +2,993 New
JA
4279
JVL Associates
Michigan
$454K +$85.9K +613 +26%
SA
4280
Sage Advisors
Colorado
$453K +$418K +2,982 New
MKA
4281
M. Kulyk & Associates
Georgia
$452K -$21.6K -154 -5%
SWM
4282
Schwallier Wealth Management
Michigan
$452K +$417K +2,976 New
FCC
4283
Flower City Capital
New York
$452K +$35.3K +252 +9%
FWM
4284
Forza Wealth Management
Florida
$451K -$369K -2,630 -47%
JTWM
4285
Jackson Thornton Wealth Management
Alabama
$451K -$6.87K -49 -2%
AWM
4286
AAF Wealth Management
Massachusetts
$450K
EA
4287
Ergawealth Advisors
Illinois
$450K +$32.2K +230 +8%
CWA
4288
Clearview Wealth Advisors
Oregon
$450K +$35.6K +254 +9%
IFS
4289
Intelligent Financial Strategies
Minnesota
$450K
DW
4290
Dodds Wealth
Colorado
$449K +$415K +2,958 New
SPWG
4291
Sage Private Wealth Group
Illinois
$449K +$192K +1,371 +86%
FFWA
4292
Forthright Family Wealth Advisory
Texas
$449K +$414K +2,952 New
MCM
4293
Mendel Capital Management
Arkansas
$448K -$33.6K -240 -8%
BA
4294
Bellwether Advisors
Nebraska
$446K +$9.25K +66 +2%
CFGSD
4295
Compass Financial Group (South Dakota)
South Dakota
$446K +$14K +100 +4%
SEM
4296
Suncoast Equity Management
Florida
$446K +$70.5K +503 +21%
DSCM
4297
Del-Sette Capital Management
New York
$446K
BIA
4298
Bell Investment Advisors
California
$445K +$9.39K +67 +2%
SHA
4299
Seneca House Advisors
Virginia
$445K -$26.6K -190 -6%
HPM
4300
Hudson Portfolio Management
New York
$445K -$8.55K -61 -2%