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Name Holding Trade Value Shares
Change
Change in
Stake
CIS
4601
Continental Investors Services
Washington
$869K +$25.4K +124 +3%
JA
4602
JVL Associates
Michigan
$868K +$14.3K +70 +2%
CAG
4603
Compass Advisory Group
New York
$868K
LC
4604
Lavaca Capital
Texas
$867K
BF
4605
Brogan Financial
Tennessee
$865K +$40.5K +198 +5%
BCFD
4606
Boit C.F. David
$864K
CF
4607
Cyr Financial
Illinois
$864K -$75.3K -368 -9%
RPCA
4608
Running Point Capital Advisors
California
$863K +$171K +835 +27%
BWA
4609
Bestgate Wealth Advisors
Maryland
$862K +$804K +3,929 New
CW
4610
Code Waechter
Florida
$862K -$19K -93 -2%
ST
4611
Sageworth Trust
Pennsylvania
$859K +$20.7K +101 +3%
CP
4612
Capital Planning
Washington
$856K +$334K +1,635 +72%
SCA
4613
Scott Capital Advisors
Oregon
$856K
HI
4614
Human Investing
Oregon
$855K -$16.4K -80 -2%
PWMA
4615
Pension & Wealth Management Advisors
Massachusetts
$851K +$155K +756 +24%
PP
4616
PrairieView Partners
Minnesota
$851K +$409 +2 +0.1%
VFIC
4617
Valley Forge Investment Consultants
Pennsylvania
$851K +$164K +800 +26%
MWM
4618
Meritas Wealth Management
California
$850K -$20.5K -100 -3%
CM
4619
Capula Management
Cayman Islands
$850K -$172M -838,897 -100%
BO
4620
Bank OZK
Arkansas
$850K -$77.7K -380 -9%
FG
4621
Fairman Group
Pennsylvania
$849K -$6.14K -30 -0.8%
LIG
4622
Lokken Investment Group
Delaware
$848K +$11.5K +56 +1%
FYW
4623
Future You Wealth
New York
$847K +$790K +3,861 New
SCM
4624
Sebold Capital Management
Illinois
$845K -$53K -259 -6%
VIA
4625
Virtus Investment Advisers
Connecticut
$842K +$65.3K +319 +9%