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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
4601
Dopkins Wealth Management
New York
$373K -$20.1K -110 -5%
HAS
4602
Horizon Advisory Services
New York
$373K
PGCM
4603
Prescott Group Capital Management
Oklahoma
$373K
SRIM
4604
Saratoga Research & Investment Management
California
$373K
HSG
4605
Helen Stephens Group
Texas
$373K +$1.28K +7 +0.4%
MAWAG
4606
Mid-American Wealth Advisory Group
Missouri
$367K +$33.2K +182 +10%
PL
4607
Parthenon LLC
Kentucky
$367K +$106K +580 +42%
S4W
4608
Solutions 4 Wealth
Texas
$366K +$8.21K +45 +2%
RWM
4609
Raffa Wealth Management
District of Columbia
$365K -$123K -676 -26%
KA
4610
Kure Advisory
Minnesota
$365K +$5.29K +29 +2%
MPIA
4611
Mountain Pacific Investment Advisers
Idaho
$365K +$76.1K +417 +27%
HG
4612
Harbor Group
New Hampshire
$361K +$161K +882 +83%
SSW
4613
Stone Summit Wealth
Florida
$361K +$39.2K +215 +12%
LCG
4614
Lynx Capital Group
Ohio
$361K +$42K +230 +13%
WWWM
4615
White Wing Wealth Management
Texas
$359K +$6.93K +38 +2%
IFA
4616
Interactive Financial Advisors
Illinois
$358K
AAM
4617
Ameraudi Asset Management
New York
$358K
ATIA
4618
American Trust Investment Advisors
New Hampshire
$356K -$35.6K -195 -9%
RIG
4619
Renaissance Investment Group
Massachusetts
$356K -$7.3K -40 -2%
PP
4620
PFS Partners
New Jersey
$355K -$10.9K -60 -3%
DEM
4621
Disciplined Equity Management
Florida
$354K
MB
4622
Mizuho Bank
Japan
$354K
MHB
4623
Midwest Heritage Bank
Iowa
$353K -$49.4K -271 -13%
WFP
4624
Wrenne Financial Planning
Kentucky
$352K
MFA
4625
Millington Financial Advisors
Illinois
$352K