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Name Holding Trade Value Shares
Change
Change in
Stake
AFTS
4501
American Financial & Tax Strategies
New York
$1.01M
WFS
4502
WealthGarden F.S.
California
$1.01M +$7.16K +35 +0.8%
HIS
4503
Harvest Investment Services
Illinois
$1.01M +$139K +681 +17%
LGWM
4504
Litman Gregory Wealth Management
California
$1.01M -$5.12K -25 -0.5%
OAS
4505
Optivise Advisory Services
Tennessee
$1.01M +$218K +1,064 +31%
CA
4506
Crane Advisory
California
$1,000K +$85.3K +417 +10%
1NWS
4507
1 North Wealth Services
Maryland
$1,000K +$932K +4,556 New
BWMG
4508
Barnes Wealth Management Group
California
$999K +$931K +4,553 New
HB
4509
Horizon Bancorp
Indiana
$996K +$35.8K +175 +4%
EC
4510
Eaton-Cambridge
Arizona
$994K +$10.4K +51 +1%
AWP
4511
Axis Wealth Partners
Rhode Island
$992K +$925K +4,523 New
HI
4512
Humankind Investments
New York
$991K -$86.7K -424 -9%
BWM
4513
BCGM Wealth Management
Indiana
$990K +$82K +401 +10%
LOAMU
4514
Lombard Odier Asset Management (USA)
New York
$987K +$921K +4,500 New
YAVAPFMC
4515
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$986K
TA
4516
Townsend & Associates
Colorado
$986K -$23.5K -115 -3%
PAW
4517
Plan A Wealth
Nebraska
$984K +$917K +4,484 New
OFP
4518
OLIO Financial Planning
Virginia
$983K -$69.4K -339 -7%
SAM
4519
S.A. Mason
Michigan
$980K +$78.2K +382 +9%
CWA
4520
Clarus Wealth Advisors
Arizona
$980K -$29.5K -144 -3%
SPL
4521
Smart Portfolios LLC
Washington
$979K -$18.6K -91 -2%
WB
4522
West Bancorporation
Iowa
$979K +$46K +225 +5%
ACM
4523
Alamar Capital Management
California
$978K
VPWA
4524
Vestia Personal Wealth Advisors
Indiana
$977K +$636K +3,111 +231%
POIA
4525
Pin Oak Investment Advisors
Texas
$977K